🎙️ Ridiculously Amazing Insurance Agent Podcast 🎙️
Episode: Accountability Plan for 2026: Level Up Your Insurance Agency

Independent insurance agents, 2026 is the year to level up your agency! 🚀 In this episode, Kelly Donahue-Piro dives into why accountability is critical for your agency’s success and shares strategies to implement a solid plan that drives performance, culture, and results.

Here’s what you’ll learn in this episode:

💡 Why Accountability Matters

📊 People thrive with structure and clear expectations.

⚠️ Without accountability, chaos, frustration, and low performance can take over.

❌ Simply assuming licensed agents will do their job isn’t enough—data proves otherwise.

🔥 Consequences of Ignoring Accountability

💸 Wasted resources and increased stress for leaders.

🏢 A culture where directives become optional.

🎁 Bonuses and perks without performance can backfire.

🛠️ Strategies to Implement Accountability

✍️ Clear Expectations: Update strategic plans and job descriptions to reflect each person’s role in achieving the mission.

🎉 Strategic Plan Launch ("Spirit Week"): Kick off January with company-wide meetings, motivational speakers, quizzes, games, and prizes.

📅 Regular Check-ins: Monthly "all hands-on-deck" meetings to track progress.

🤝 One-on-One Meetings: Address performance issues with 6–8 direct reports using data-driven discussions.

📝 Progressive Discipline: Verbal warning → Written warning → Performance plan → Termination, if needed.

💪 Overcoming Fear

🔥 Don’t fear holding people accountable—even if some leave.

🌟 Aim for top-tier employees and never settle for mediocrity.

✨ Treat accountability like the backbone of a functional, successful agency.

This episode is your blueprint for building a future-ready agency in 2026! 🌟

🎯 Plan for 2026 & Beyond
Take your strategy further with our Annual Strategic Planner 👉 https://bit.ly/annualstrategicplanning

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