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4 Things to do Now Before the End of the Year

Posted on November 19, 2021 by Alex Arellano

View All 4 Minute Insurance Agent 2021 Videos For the Week

If you are an Insurance Agent 2021 stop and take a moment to watch these videos to help you become ridiculously amazing this year.

 

4 Things to do Now Before the End of the Year: Get a Plan

We’re back for another week of videos, and all of this week we’re going to tackle a big topic: 4 things to do before the end of the year.

“Your team deserves structure. Your team deserves another vision, And honestly, change becomes much easier when there’s time to digest it. So we like to say a ship without a captain is just floating in the ocean. And if your agency doesn’t have a plan for next year, that’s what you’re gonna do.”

 

4 Things to do Now Before the End of the Year: Job Descriptions

You might notice that today’s Three Minute Video is brought to you by a special guest: Heath Shearon. Heath is a new member of our APP team, and an industry veteran. Heath joined us to talk about things to do before the end of the year, and today’s topic is job descriptions in your insurance agency.

“Let’s get that all worked out so you can go into 2022 with those job descriptions defined, clearly defined roles, and I think it’s going to help your agency go so much further and have so much more success in 2022.”

 

4 Things to do Now Before the End of the Year: Goals & Incentives

We’re diving into crucial things that you should be doing before the end of the year, and today’s topic is about goals and incentives for your insurance agency.

“Goals are incredibly helpful because they allow us to have some freedom and also put our energy and resources towards something. There is nothing like celebrating.”

 

4 Things to do Now Before the End of the Year: Have the Hard Conversations

As the year comes to a close, you have a chance to clear out all the clutter that 2021 has left you with. Before the next one comes, you have time to have the hard conversations in your insurance agency.

“If there is an issue with an employee who isn’t cooperating, you have the right to ask them to step up.”

 

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