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The Automatic Insurance Agency

Business & Economics Podcasts

This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best. We share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place. Topics will include About Wade Galt, CPCU, CLU Wade has 35+ years in the Multiline Insurance Agency Industry... Wade's Innovations in the Multiline Insurance Industry include... SMART Bonus SystemAutomatic Insurance AgencyThe Family Insurance Coach Program3-Day Weekend Club Wade practices (and enjoys) what he preaches and enjoys a 3-day weekend over 90% of the time. Learn more about Wade on Linked In.

This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best. We share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place. Topics will include About Wade Galt, CPCU, CLU Wade has 35+ years in the Multiline Insurance Agency Industry... Wade's Innovations in the Multiline Insurance Industry include... SMART Bonus SystemAutomatic Insurance AgencyThe Family Insurance Coach Program3-Day Weekend Club Wade practices (and enjoys) what he preaches and enjoys a 3-day weekend over 90% of the time. Learn more about Wade on Linked In.

Location:

United States

Description:

This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best. We share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place. Topics will include About Wade Galt, CPCU, CLU Wade has 35+ years in the Multiline Insurance Agency Industry... Wade's Innovations in the Multiline Insurance Industry include... SMART Bonus SystemAutomatic Insurance AgencyThe Family Insurance Coach Program3-Day Weekend Club Wade practices (and enjoys) what he preaches and enjoys a 3-day weekend over 90% of the time. Learn more about Wade on Linked In.

Language:

English


Episodes

19. How to Attract Top Performers to Your Insurance Agency

4/22/2022
How to be the preferred place of employment for the best performers in the insurance agency industry. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session

Duration:00:06:44

18. Many Parts of Your Insurance Agency Should Be Very Boring

4/14/2022
If things at your insurance agency are too exciting, you might be doing something wrong. Learn about what should be boringly consistent in your business. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session

Duration:00:06:15

17. The Firing Decision - Asset, Liability, or Non-Factor

4/7/2022
Many insurance agency owners struggle with deciding when to fire an underperforming team member. The answer to this simple question can save you tens of thousands of dollars and hundreds of hours of time. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected...

Duration:00:09:59

16. Overstaffing - The Costly Danger for Newer or Smaller Insurance Agency Owners

10/21/2021
When newer or smaller agents get impatient with the speed of their agency growth, overstaffing can lead to $10,000 to $50,000 or bigger mistakes. Learn how you can identify this and take action to fix it. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected...

Duration:00:10:58

15. Lifestyle - Step 12 to Create an Automatic Insurance Agency

10/15/2021
Make sure the agency is working for you, so you can enjoy the freedom to enjoy life outside of work with this simple schedule. That's why you started the business, right? START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session...

Duration:00:07:50

14. Profit - Step 11 to Create an Automatic Insurance Agency

10/7/2021
You have (at least) TWO businesses in your agency… Your Renewal Business and your New Business. Both need to be profitable for things to go smoothly. Too often, agency owners get distracted by the allure of recognition and rewards to the point of overspending on acquiring new business by “borrowing” money from their Renewal business. Everything starts, begins, and ends (hopefully) with profit. When you keep this at center of all your decisions, things become MUCH easier. START WITH THE...

Duration:00:08:27

13. Recruiting - Step 10 to Create an Automatic Insurance Agency

9/30/2021
Implement a delegable recruiting process that filters out the wrong people and attracts the right ones. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session Now

Duration:00:08:24

12. Delegation - Step 9 to Create an Automatic Insurance Agency

9/28/2021
Do your Highest Impact & Highest Income work and delegate the rest to talented team members, freelancers, and independent contractors. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session Now

Duration:00:07:55

11. Multiline Sales - Step 8 to Create an Automatic Insurance Agency

9/23/2021
Implement a simple process to initiate and conduct multiline reviews to help your clients Find the Money to Protect their Income, Loved Ones, and Assets and uncover Life, Health, Disability, and other insurance product sales. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the...

Duration:00:07:09

10. Pivoting - Step 7 to Create an Automatic Insurance Agency

9/21/2021
Get producers asking about Life, Health, Disability, Umbrella policies and more... right from the Auto or Home policy conversation. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session Now

Duration:00:08:01

9. Acquisition - Step 6 to Create an Automatic Insurance Agency

9/16/2021
Make your new business acquisition sales processes multidimensional to increase your sales options and volume. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session Now

Duration:00:07:12

8. Retention - Step 5 to Create an Automatic Insurance Agency

9/9/2021
Minimize customer defection & policy lapses... maximize retention rate... multiply renewal income. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session Now

Duration:00:09:06

7. Accountability - Step 4 to Create an Automatic Insurance Agency

9/7/2021
(1) Define performance success & failure., (2) Name rewards & consequences, (3) Coach team members & enforce standards. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session Now

Duration:00:06:50

6. Motivation - Step 3 to Create an Automatic Insurance Agency

9/4/2021
Create Huge Financial and Non-Financial Opportunities for Those Who Succeed in Implementing Your Automatic Insurance Agency Vision. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session Now

Duration:00:08:43

5. Role Clarity - Step 2 to Create an Automatic Insurance Agency

9/2/2021
Clarify Roles of the Experts Who will Implement your Automatic Insurance Agency Vision. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session Now

Duration:00:08:40

4. Vision - Step 1 to Create an Automatic Insurance Agency

8/31/2021
Create the Vision for your lifestyle outside of work, your sales process, and your promise to your clients. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session Now

Duration:00:10:28

3. Seven Myths that Prevent Insurance Agencies from Becoming Automatic

8/30/2021
Learn about some common misconceptions that could cost you $1,000,000 and 10,000 Hours or more over your career. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session Now

Duration:00:11:35

2. The 4 Growth Stages of an Insurance Agency - Survive, Succeed, Automate, Transform

8/30/2021
Understand the 4 primary stages of an agency, how and why you might be stuck in one of them, and how to move forward. START WITH THE eBOOK The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest GoalValue of Biggest GoalBiggest FrustrationFrustration Cost Then, We’ll Discuss the Plan & Expected Results Schedule a Strategy Session Now

Duration:00:13:45

1. Welcome to the Automatic Insurance Agency Show

8/26/2021
Get the overview on how we're going to teach you to Help More People & Make More Money... In Less Time... Doing What You Do Best. We'll share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place. Topics will include START WITH THE eBOOK The 23 Reasons Most Insurance...

Duration:00:06:04