5. Role Clarity - Step 2 to Create an Automatic Insurance Agency

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 (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