This is a continuation from our previous blog post, The Marriage of Financial and Organizational Excellence. Read the introduction, here. Below is part two of the three most impactful ways this union will move your agency forward. Catch up on part one, here. Employee Engagement One of the largest expenses within an insurance agency is… Continue Reading
This is a continuation from our previous blog post, The Marriage of Financial and Organizational Excellence. Read the introduction, here. Below is one of the three most impactful ways this union will move your agency forward. How an agency approaches strategic plan sessions dictates how likely it is to achieve their goals. Typically, an agency… Continue Reading
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
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
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
