The Agent Leader Podcast

Brent Kelly sits down with Max Olson of Legacy Advisors, an expert in agency valuation, to discuss the strategies that can significantly increase the value of your insurance agency. Whether you're preparing for a buyout or simply want to boost your agency's future, Max shares key insights on optimizing revenue, streamlining operations, and securing the best price for your agency. Key topics include: (5:55) Success leaves clues, Max shares some areas where agencies have succeeded. (15:25) Mistakes agencies have made (23:00) The one thing that agency owners should be most focused on (30:00) How to find balance in ambition and life Tune in to learn the steps you can take today to enhance your agency's worth and position yourself for a profitable exit. Visit https://www.legacy-advisors.com/ to learn more about their services for insurance agenciesVisit https://www.sitkins.com/bookacall to schedule your Best Version Possible assesment.

How can good results be holding your agency back? Roger Sitkins joins Brent Kelly to dive deep into all seven of the Good Results Traps - or common challenges that many agencies face when they become content with merely good outcomes instead of pushing for the Best Version Possible results. This Good Results mindset prevents agencies from reaching their full potential and end up leaving millions of dollars of value on the table. Learn how to escape these traps, get a clear understanding of your current position, desired future state, and the steps required to bridge that gap. Dive into key strategies like optimizing sales and service capacity — ensuring producers are focused on sales-related activities and service teams are working efficiently without interruption. Get into Accountability, an essential in driving the desired behaviors and results. The coaches discuss the importance of building a promise-based culture that fosters engagement, productivity, and a sense of ownership across the organization. By striving for the Best Version Possible of themselves and avoiding the comfort of "good" results, agencies can achieve greater financial freedom, more options, and overall success. This episode is your blueprint for achieving sustainable growth and profitability, packed with actionable insights for insurance agency owners and leaders. Don't miss out on these strategies to refine your business approach and lead your agency to success. Visit www.sitkins.com to learn more about our programs To order a copy of our book Best Version Possible, visit www.sitkins.com/bvp To schedule a free agency assessment with one of our coaches, visit www.sitkins.com/bookacall

Are you falling into Good Results Trap #7 by under-utilizing your agency’s technology and talent? In this episode of The Agent Leader, Brent Kelly dives into the critical importance of your agency’s talent and growth strategy. Brent emphasizes that the key to staying competitive and efficient lies in a proactive approach to investing in both your people and technology. (3:58) There's an undeniable link between employee development and organizational success. Learn how to invest in your team correctly. (17:36) As a leader, rethink your perspective on technology. It should not be a mere expense, but a vital investment in the future of your agency. Join us as we explore how you can foster a culture of continuous learning and adaptation within your agency. By doing so, you’ll set the stage for long-term growth and ensure that your agency doesn’t just survive but thrives in today’s fast-paced environment. Ready to take the next step in your agency’s journey toward becoming its Best Version Possible? Don’t miss this episode, and be sure to book a call with one of our expert coaches at https://www.sitkins.com/bookacall to learn more about how we can help you achieve your agency’s full potential.

Skyrocket your agency's revenue by embracing proven strategies used by top-performing agencies. In this episode, Brent Kelly gets into how the 80/20 principle can revolutionize your business model, helping you focus on the top 20% of your clients who generate 80% of your revenue. Imagine the impact of having half your revenue come from just the top 5% of clients—it's not only possible but achievable with the right approach. Brent guides you through the essentials of client tiering, optimizing carrier management, and strategic resource allocation, all designed to streamline your operations and boost profitability. Whether you're an experienced agency owner or just getting started, this episode offers valuable strategies to help you work smarter, not harder. Tune in now to transform your agency's revenue model and secure a more prosperous future. Don't miss out - schedule your free Best Version possible agency assessment today at sitkins.com/bookacall

Do your agency’s beliefs and behaviors align? Brent Kelly dives into Good Results Trap #5 which covers having limited or no culture of accountability in your insurance agency on this episode of The Agent Leader. Learn how fostering a Culture of Accountability  can not only boost performance, but also make your agency a beacon for top talent. Examine the critical role of Strategy and Accountability, and learn why no strategy can reach its full potential without a solid foundation of accountability. If you’re ready to transform your agency into its Best Version Possible, visit www.sitkins.com/bookacall

How can you turn part-time clients into full-time profits for your insurance agency? Brent Kelly shares the strategies that can transform your business model, boost your profitability, and secure your agency's future in this episode which continues our Good Results series with Trap #4 Part-Time Clients. Understand the critical importance of transitioning part-time clients to full-time status for your agency's sustainability. Brent shares strategic client engagement techniques that not only improve client satisfaction and loyalty but also enhance your agency's profitability and market competitiveness. To learn more about our programs for growth-minded agencies, visit www.sitkins.com or schedule your free agency assessment at www.sitkins.com/bookacall

What's the best way to scale your agency's revenue and ensure sustainable growth? Escape the Part-Time Producer Trap! Brent Kelly continues the Good Results Traps series with Trap #3, having part-time producers. Discover the critical elements that can elevate your agency from "doing ok" to thriving. Brent dives into the often-overlooked factors that are essential for agency success, including the strategic and financial models that provide a solid foundation for growth. Learn why part-time producers could be holding your agency back, and how increasing Time Spent Selling (TSS) can transition your team to full-time revenue generators. Topics discussed: We explore the concept of Sales Zone Efficiency, revealing that many agencies are missing out on significant revenue by not optimizing their sales activities. Plus, we tackle the common barriers to agency growth, and how to overcome them to achieve and surpass your revenue milestones. Whether you're struggling to hit that $1,000,000 revenue mark or looking to push beyond, our insights on increasing your sales could be the game-changer your agency needs. If you're ready to take your agency to the next level, book a call with one of our coaches at sitkins.com/bookacall Or order our Best Version Possible book

What is your agency's set offense? Can you clearly articulate the differences of your agency vs. everybody else? Are your pipelines overflowing? If any of those answers are no, you may be falling into Good Results Trap #2, which we cover on today's Agent Leader podcast. In this episode, Brent Kelly continues the Good Results Traps 7-part series by covering the “trap” of doing good despite having No Unique Sales Approach. Visit our site to Schedule your Free Agency Assessment You can go back to listen to Trap #1 – Having No Set Strategic of Financial Plan now Episode highlights: (3:50): Brent talks about how 2023 was a record-breaking year in organic growth percentage across the board as reported by Reagan Consulting. (6:36:) Brent warns that when good results are coming easy, we often forget about what's possible for our agency. Four Areas in Trap #2 to Consider: (6:50): Commodity-based Selling rather than being a trusted advisor (10:15): Not knowing or unable to define your points of differentiation. (12:27): Having pipelines that aren’t full of ideal clients (19:50): Having low referral rates Keep listening for the rest of the Good Results Traps insurance agencies fall into, and learn how to easily avoid them. If you’re ready to take your agency to the next level with proven processes and programs, learn about the Sitkins Experience.

Are your agency's good results actually holding you back? Discover the traps associated with lacking a clear strategic and financial plan. Reflect on whether your business model truly aligns with your goals. Explore key metrics that can measure your success and understand how those 'good results' might be costing you more than you think. Gain insights into achieving sustainable growth by pursuing personalized assessments and challenge your agency's current performance.

What's the secret to sustaining impressive growth in your insurance agency year after year? Discover Specialty Risk Insurance Agency’s blueprint for achieving a staggering 32.4% year-over-year growth for 12 years straight in this episode of The Agent Leader podcast! Chance Morgan joins Brent Kelly to deep dive into the strategies, hiring philosophies, and training programs that have propelled an agency to remarkable success and resilience in the market. Discover how their agency's commitment to creating a supportive, family-friendly workplace coupled with a philosophy of collaboration over competition has fueled their impressive growth and cultivated a thriving independent agency that future generations would be (and currently are) proud to be a part of. If you want to be in the same room as Chance and other growth-minded agency leaders, learn more about our programs at www.sitkins.com