The Agent Leader Podcast

Ryan Teubner, a producer at Rich & Cartmill, Inc., shares his journey through the independent insurance landscape. He opens up about balancing family life and career, emphasizing the need for clear communication and presence. Ryan discusses the art of building relationships, asserting that networking often trumps luck. He reveals insights on overcoming fear through preparation and encourages listeners to embrace the journey towards success. With a sprinkle of storytelling, he offers practical advice for aspiring agents.

Rick Fox, Head of Agency Sales for Vertafore, joins Brent to talk about how agencies can leverage the power of technology for relationship building with their clients. Listen in for tips on how to: - Get the best bang for your buck when your agency eventually gets acquired - Give staff 30% to 40% more time back, so they can go build more loyal customers - Making tech scalable for your agency - Making your agency more attractive to clients and future employees - Build a user experience that is modern and will scale to whatever happens in the future. Let's gain efficiency and give back more time to your team to go build loyal relationships with Rick Fox, now. To read the transcript of this episode, visit https://www.sitkins.com/blog/building-effective-relationships-with-tech-interview-with-rick-fox-of-vertafore To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To learn more about our sponsor, visit www.roughnotes.com

The final episode in our 8-Part series of "Clicks", or breakthroughs, for insurance professionals is all about Leadership. As John Maxwell says, “Everything rises and falls on leadership.” We see this is true in all the independent insurance agencies we work with. The #1 job of any leader is to improve their people. If leading your people is your job, and your people are your agency’s best assets, why aren’t you doing more to invest in them and their skills? Brent and Roger talk through perpetuation and how agency leaders can make decisions with intention to lead their agency to more success. To read the transcript of this episode, visit https://www.sitkins.com/blog/click-8-leadership To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com

Click #7 of our 8-part series of "Clicks", or breakthroughs, for insurance professionals is all about moving from Winging It, to having a Proven Process. During this Click, we focus on getting your agency set up with a proven playbook now, so you don’t have regrets later. After all, Yesterday becomes tomorrow unless you do something different today. To read the transcript of this episode, visit https://www.sitkins.com/blog/winging-it-vs-proven-processes-click-7 To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com

Click #6 of our 8-part series of "Clicks", or breakthroughs, for insurance professionals is all about moving from being Generic to Indispensible. During this Click, you're going to discover little things you can do quickly to establish your agency as unique and indispensable. A lot of agencies have different tools and resources. The question is, how many of them are actually using them? Listen in to how one agency found success by doing the opposite of every other indpendent insurance agency, and how another is on their third year in a row of a million in revenue on BORs alone! To read the transcript of this episode, visit https://www.sitkins.com/blog/click-6-generic-to-indispensable To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com

Click #5 of our 8-part series of "Clicks", or breakthroughs, for insurance professionals is all about moving from the Trivial Many to the Vital Few. Do you want more things to do in your agency? Probably not! Our goal is not to give you more things to do. It's to help you focus on the right things, the most important things, and to do those things more often and with more intention. As an agency leader, you’ve got to understand the concept of what must be simplified so that you can focus on what really matters to gain momentum. To read the transcript of this episode, visit www.sitkins.com/blog/click-5-trivial-many-to-vital-few To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com

Click #4 of our 8-part series of "Clicks", or breakthroughs, for insurance professionals is all about moving from Renewals to Referrals. On average, about 90% of clients renew with insurance agencies. That's pretty great when nine out of 10 people are going to pay you money next year. The bad news is that less than 10% of those same people will refer another client to your agency. So 90% + renew, less than 10% on average refer. Let’s dive deep into how to fix this in your insurance agency and start operating off the mantra “Every client from a referral, and a referral from every client.” To read the transcript of this episode, visit https://www.sitkins.com/blog/referrals-vs-renewals To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com

Click #3 of our 8-part series of "Clicks", or breakthroughs, for insurance professionals is all about Activity vs. Results. Are you running an activity-based agency that celebrates being busy, or are you a results-based agency that actually gets important stuff done? Roger and Brent talk agency leaders and producers through Red Flags and Traps in your agency, and how to fix them, in this "Click". To read the transcript of this episode, visit https://www.sitkins.com/blog/activity-vs-results-click-3 To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com

Click #2 of our 8-part series of "Clicks", or breakthroughs, for insurance professionals is all about Teams and realizing you can’t do it all alone. You can try to go it alone as an agency leader, or you can build a team and equip and empower a team around you. Listen in as Brent and Roger share clues to this Click for agency leaders and producers focused on: • The Green Zone • Me, Inc and We, Inc • The Curse of SAKU • High Performance Teams • Referrals To read the transcript of this episode, visit https://www.sitkins.com/blog/teams-click-2 To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com

#1 of our new 8-part series of "Clicks". What are these clicks for insurance professionals? They could be breakthroughs, busting through a plateau, or it's a mindset shift. We're talking about when you begin to do things at a different level to get the results that maybe you didn't even think were possible prior to that "click." Through the summer, Roger and Brent are going to share some of the clicks to help you and your agency get out of the familiar plateaus. This first Click is truly a mindset shift. It's moving from small thinking to true higher-level thinking and what that can do for your career. Listen in as Roger shares the story of how one client's click helped him create over $6 million of commission income on his personal book of business, plus more clues to success on this episode of The Agent Leader podcast. To read the transcript of this episode, visit https://www.sitkins.com/blog/small-thinking-click-1 To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com