The Real WHY!

Earlier this year, we were contacted by an agency owner who had heard us on a podcast.  Little did we know how much that initial phone call would come to mean.  There was something very special about this owner and we were intrigued to learn more.  The organic growth rates his agency was consistently achieving… Continue Reading

Trajectory

Trajectory:The Forgotten Key Performance Indicator Imagine being a passenger on a flight to the moon…  The command center is busy collecting and monitoring hundreds of dials, gauges and metrics.  The pilots are reviewing the results to ensure all systems are “go.”  Every last detail is scrutinized for potential dangers.  As a passenger, we’re really unaware… Continue Reading

HIDDEN IN PLAIN SIGHT! Your Agency’s Next Successful Producers

Would you recognize your next producers if you saw them? It may be one of the most talked about, stressed over and confusing topics in the world of independent insurance agencies: Hiring new producers.  Progressive agencies can’t grow with out them but they seem to be elusive as a mythical creature.  It is an issue… Continue Reading

Put the Success Back into Succession!

Succession Plans are typically for a change in business ownership.  As well as they should be – you want the business to continue on its path of success as you plan for succession.  (Ah, see what I did there? Stay with me, there’s more). All too often we’re seeing the transfer of a business –… Continue Reading

Success and Mindset – the Power Connection

“It’s not whether you get knocked down. It’s whether you get up.” Vince Lombardi Face it: Life is tough sometimes.  It can kick you in the teeth when you least expect it and there is no fairness to it.  Even worse, many times there isn’t anything you can even do about it – especially in… Continue Reading

Can you truly win without keeping score?

Sports teams know their individual stats as well as how they measure up against others – you should too! As an independent agency owner/executive, hopefully you know your top key metrics such as growth rate, sales velocity, EBITDA profit, client retention rate and compensation expense.  Monthly, quarterly and annually, the numbers are produced, and business… Continue Reading

Pipeline Management – It’s more than a pipe dream!

Improving your pipeline management is the answer to having a sales year of your dreams! It is a great mystery why prospect pipeline management is such a neglected area when agency owners/executives are constantly dreaming of improved sales and clearer forecasting. Ask any agency owner/executive for their 2019 goals and chances are “increased sales” is… Continue Reading

YEAR END IS NEAR!

Here are the five steps you need to take now to prepare your Independent Insurance Agency for year end financial management. Step 1: Don’t wait until March, consult with your CPA / tax advisor now. By this time of year, year-end profit can be projected reasonably well. It’s time to sit down with your CPA… Continue Reading