Our coaches, Roger Sitkins and Brent Kelly, talk over a Christmas Wish List for independent insurance agencies in this episode of The Agent Leader. Get ready to imagine your agency accomplishing the following things in 2023 and beyond:

Having your entire team 100% aligned around a common goal.
Have all of your team members in ongoing personal development programs
Sales and Service teams working together as High Performance Teams
Improve your Sales and Service Capacity
Weekly sales Improvement Meetings
90%+ of your producers meet or exceed their sales goals every year
Achieve a 99% effective retention rate on the clients you want to keep
The 80/20 Rule
Having Future Ideal Client only pipelines
Have a unique, repeatable sales process
Have Points of Differentiation that give you an Unfair Advantage against the competition
Relentlessly Prepared for every opportunity
Have organic Growth rates that are twice the Best Practices numbers
Earn an operating profit of over 30%

Be like one of our clients that increased their value from $16.8 million to $30.3 million. If you’re motivated, our network of high performing agencies wants you in the room with them. Visit sitkins.com/experience

To read the transcript or watch the video recording of this episode, go to sitkins.com/blog/wish-list-for-insurance-agencies

Best Practices for Insurance Agencies

The Agent Leader PodcastBy Brent Kelly--The Agent Leader PodcastOct 13, 2022