Go beyond merely selling… or selling competently… and learn how to connect with your prospects in their preferred way of learning, interacting, and buying.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Make Each Team Member Profitable by Rewarding them for Retaining Your Renewal Book

• Pay base salaries based on the amount of business each team member services / renews to create fair compensation, high employee retention rates, and long-term profitability.
• Offer draws or advances against bonuses to attract talented individuals hesitant to work for commission-only. 
• Evaluate each employee's profitability and their contribution to the agency's revenue.
• Confirm that employees with base salaries generate enough renewals to make the agency & the owner a profit.
• Paying a base salary to a P&C Rainmaker who only focuses on business acquisition (and does no service or retention work) can result in financial losses for the agency.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session

Save $25k to $50k or More in Staffing Expenses

This Year & Every Year by Having

the Right Number of Team Members

at the Right Base Salary Amount

• Staffing the agency profitably and prioritizing the renewal agency, focusing on PNC renewals, is crucial.
• Determining the right number of team members can be challenging and often relies on inadequate information.
• Analyzing income statements separately for renewal and first-year sales agencies is recommended to ensure profitability.
• Overstaffing can be costly, while proper staffing can lead to significant savings and financial growth.
• Paying base salaries helps incentivize employees to generate renewal sales, which are crucial for stability and success.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session