Holiday Wish List for Agencies

Our coaches, Roger Sitkins and Brent Kelly, talk over a Christmas Wish List for independent insurance agencies in this episode of The Agent Leader. Get ready to imagine your agency accomplishing the following things in 2023 and beyond:

• Having your entire team 100% aligned around a common goal.
• Have all of your team members in ongoing personal development programs
• Sales and Service teams working together as High Performance Teams
• Improve your Sales and Service Capacity
• Weekly sales Improvement Meetings
• 90%+ of your producers meet or exceed their sales goals every year
• Achieve a 99% effective retention rate on the clients you want to keep
• The 80/20 Rule
• Having Future Ideal Client only pipelines
• Have a unique, repeatable sales process
• Have Points of Differentiation that give you an Unfair Advantage against the competition
• Relentlessly Prepared for every opportunity
• Have organic Growth rates that are twice the Best      Practices numbers
• Earn an operating profit of over 30%

Be like one of our clients that increased their value from $16.8 million to $30.3 million. If you’re motivated, our network of high performing agencies wants you in the room with them. Visit sitkins.com/experience

To read the transcript or watch the video recording of this episode, go to sitkins.com/blog/wish-list-for-insurance-agencies