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Workbook: 1000 Agency Assessment Responses & How to Learn from Them




Curious what 1000 other insurance team members have to say?

Our Agency Assessment has officially hit 1000 responders and we can see how your agency stacks up!

Our goal is to give you real world usable strategies that you can share with your team!

In this workbook you will find videos you can show your team, scripts that work and the mind shift we all must make to best serve our clients. This workbook includes:

  • How important is culture to performance?
  • How agencies embrace becoming a sales culture.
  • The truth about where most agencies are in their marketing strategy!
  • Retention and keeping good clients on the books.
  • How the team sees leadership.

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