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September 2, 2021 8 mins

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




START WITH THE eBOOK



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 (money, free time and / or happiness) to achieve this goal?
  • Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
  • Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?


Then, We’ll Discuss the Plan & Expected Results

  • Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
  • The best way to help you achieve your goals, based on your style and time available to implement.
  • Your anticipated time investments & money investments.
  • What guarantees we can make


Schedule a Strategy Session Now

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