Example Curriculum
How to Build Your Insurance Agency Success Roadmap
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Getting Started
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Where is the Agency Today- The Agency Owner Look In The Mirror
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Where Is the Agency Today - Gathering Staff Perception
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Were are We Going?
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after you enroll
- 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
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Organizing Around Your Goals
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after you enroll
Launching Your Goals
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after you enroll
Accountability On Executing Your Goals
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after you enroll
Celebrating Your Success
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after you enroll
Recalibrating
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days
after you enroll
Get Your Agency Management System Reports Together
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days
days
after you enroll