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The Automatic Insurance Agency
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The Automatic Insurance Agency

Author: Wade Galt, CPCU, CLU

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Description

This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best.

We share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency.

If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place.


Topics will include

  • Team Member Compensation
  • Agency Profitability (Overall and by Team Member)
  • Marketing Success & ROI
  • Social Media Marketing & Network Marketing Strategies
  • Multiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales
  • Team Member Role Clarity
  • Accountability
  • Sales Activity Optimization
  • Staffing for Optimum Profit & Building the Agency Dynasty
  • Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)
  • Delegation
  • Working a 4 Days per Week or Less while Maintaining Excellent Results
  • Lifestyle Optimization (Creating the Life You Most Desire Outside of Work)

 

 

About Wade Galt, CPCU, CLU

Wade has 35+ years in the Multiline Insurance Agency Industry...

  • 8 years’ experience as a part-time team member in a multiline insurance agency
  • 7 years as a productive employee in a Fortune 35 Multiline Insurance Company (2 years in claims, 5 years in Agency Sales Management & Training plus as a Subject Matter Expert for Sales Process Software Design)
  • Over 20 years as a software company founder & owner, corporate consultant, sales process implementation coach, accountability expert, recruiter of superstar talent
  • Provider of mental health counseling (psychology) services
  • Life coach and 3-Day Weekend Entrepreneur

 

Wade's Innovations in the Multiline Insurance Industry include...

 

Wade practices (and enjoys) what he preaches and enjoys a 3-day weekend over 90% of the time.

Learn more about Wade on Linked In.

 


9 Episodes
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Make your new business acquisition sales processes multidimensional to increase your sales options and volume.START WITH THE eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session Now
Minimize customer defection & policy lapses... maximize retention rate... multiply renewal income.START WITH THE eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session Now
(1) Define performance success & failure., (2) Name rewards & consequences, (3) Coach team members & enforce standards.START WITH THE eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session Now
Create Huge Financial and Non-Financial Opportunities for Those Who Succeed in Implementing Your Automatic Insurance Agency Vision.START WITH THE eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session Now
Clarify Roles of the Experts Who will Implement your Automatic Insurance Agency Vision.START WITH THE eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session Now
Create the Vision for your lifestyle outside of work, your sales process, and your promise to your clients.START WITH THE eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session Now
Learn about some common misconceptions that could cost you $1,000,000 and 10,000 Hours or more over your career.START WITH THE eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session Now
Understand the 4 primary stages of an agency, how and why you might be stuck in one of them, and how to move forward.START WITH THE eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session Now
Get the overview on how we're going to teach you to Help More People & Make More Money... In Less Time... Doing What You Do Best.We'll share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place. Topics will includeTeam Member CompensationAgency Profitability (Overall and by Team Member)Marketing Success & ROISocial Media Marketing & Network Marketing StrategiesMultiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service SalesTeam Member Role ClarityAccountabilitySales Activity OptimizationStaffing for Optimum Profit & Building the Agency DynastyRecruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)DelegationWorking a 4 Days per Week or Less while Maintaining Excellent ResultsLifestyle Optimization (Creating the Life You Most Desire Outside of Work)START WITH THE eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session Now
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