The Automatic Insurance Agency

The Automatic Insurance Agency

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... INVENTOR of the SMART Bonus System CREATOR of the Automatic Insurance Agency Coaching Program DEVELOPER of the 80/20 Multiline Insurance Sales Process & The Family Insurance Coach Program FOUNDER of 3-Day Weekend Club (and the 3-Day Weekend Entrepreneur Coaching Program) 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.

Episodes

September 28, 2021 7 min

Do your Highest Impact & Highest Income work and delegate the rest to talented team members, freelancers, and independent contractors.




START WITH THE eBOOK

  • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them


  • SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

  • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
  • Va...
  • Share
    Mark as Played

    Implement a simple process to initiate and conduct multiline reviews to help your clients Find the Money to Protect their Income, Loved Ones, and Assets and uncover Life, Health, Disability, and other insurance product sales.



    START WITH THE eBOOK

  • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them


  • SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

  • Biggest Goal - If y...
  • Share
    Mark as Played

    Get producers asking about Life, Health, Disability, Umbrella policies and more... right from the Auto or Home policy conversation.



    START WITH THE eBOOK

  • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them


  • SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

  • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
  • Value of ...
  • Share
    Mark as Played

    Make your new business acquisition sales processes multidimensional to increase your sales options and volume.



    START WITH THE eBOOK

  • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them


  • SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

  • Biggest 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&#...
  • Share
    Mark as Played

    Minimize customer defection & policy lapses... maximize retention rate... multiply renewal income.



    START WITH THE eBOOK

  • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them


  • SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

  • Biggest 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 ...
  • Share
    Mark as Played

    (1) Define performance success & failure., (2) Name rewards & consequences, (3) Coach team members & enforce standards.



    START WITH THE eBOOK

  • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them


  • SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

  • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
  • Value of ...
  • Share
    Mark as Played

    Create Huge Financial and Non-Financial Opportunities for Those Who Succeed in Implementing Your Automatic Insurance Agency Vision.



    START WITH THE eBOOK

  • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them


  • SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

  • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
  • Value of ...
  • Share
    Mark as Played

    Clarify Roles of the Experts Who will Implement your Automatic Insurance Agency Vision.




    START WITH THE eBOOK

  • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them


  • SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

  • Biggest 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 (m...
  • Share
    Mark as Played

    Create the Vision for your lifestyle outside of work, your sales process, and your promise to your clients.




    START WITH THE eBOOK

  • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them


  • SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

  • Biggest 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'...
  • Share
    Mark as Played

    Learn about some common misconceptions that could cost you $1,000,000 and 10,000 Hours or more over your career.



    START WITH THE eBOOK

  • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them


  • SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

  • Biggest 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...
  • Share
    Mark as Played

    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 eBOOK

  • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them


  • SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

  • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
  • Value of Biggest Goal -...
  • Share
    Mark as Played

    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 pl...

    Share
    Mark as Played

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