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Plan & Execute: How to Build Your Insurance Agency Success Roadmap
How to Build Your Insurance Agency Success Roadmap
Course Introduction - Welcome (0:52)
About The Instructor - Kelly Donahue Piro
Download Your Workbook (2:25)
Getting Started
Who Is This Course For (2:56)
Why Creating a Plan & Vision Is Important (11:06)
How to Use This Course & Workbook (6:40)
Timeline (2:53)
Best Practices of Getting Out of Do Mode to Planning Mode (5:50)
Find a Friend (2:13)
Where is the Agency Today- The Agency Owner Look In The Mirror
Step On The Scale: Honest Look At Where We Are (1:52)
Love/Hate List (2:31)
Strengths, Weaknesses, Opportunities & Strengths (3:22)
What's Bothering You About Your Agency (1:32)
What Do You Want - Your Vision (2:49)
Your Job Description (As It Is Today) (2:07)
Agency Reports To Run (22:46)
Where Is the Agency Today - Gathering Staff Perception
Don't Go Alone - Get Your Team Feedback (2:08)
Download - Team Feedback Workbook (0:45)
Rolling This Out To Your Team (1:47)
How to Review Their Feedback (1:48)
Were are We Going?
What is Success? (3:14)
Big 3 (2:36)
How Will We Celebrate (2:19)
Resource Review (1:47)
Resource Development (1:25)
Identify Your Roadblocks (2:12)
Dream Clients (6:15)
Resource Sucking Clients (2:41)
What Makes Your Agency Different (2:20)
Your New Job Description (2:28)
Idea Brainstorm (0:49)
Idea Organization (1:08)
Process Review (4:15)
Unbreakable Rules (2:39)
Your Off Track Plan (3:36)
Setting Your Goals
8 Ways Agencies Make Money (1:45)
New Business (3:24)
Retention (3:25)
Cross Selling (2:09)
Coverage Improvements (2:16)
Fees (2:57)
Book/Carrier Management (3:26)
Firing Unprofitable Clients (3:29)
Expense Management (2:15)
Organizing Around Your Goals
Organizational Chart With Accountability (7:05)
Tracking (1:31)
Communication (2:49)
Values (5:11)
Launching Your Goals
Launch Your Goals (8:37)
Accountability On Executing Your Goals
Accountability (6:23)
Celebrating Your Success
Celebrate (6:05)
Recalibrating
Next Steps (3:33)
Get Your Agency Management System Reports Together
Hawksoft - Diva Of Insurance w. Stephen Harrington (35:47)
Vertafore AMS 360 - Insurance Automation w. Michael Trouillon (146:14)
Applied Epic-Alexant w. Sue Good (106:48)
We Need To Hear From You
We Need To Hear From You
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Your Job Description (As It Is Today)
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