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[PODCAST] How To Be Insurance Agency Partners With Your Spouse | Running A Family Agency

Posted on August 14, 2023 by Kelly Donahue Piro

Do you need tips on how to be insurance agency partners with your spouse?

Are you wondering how to be insurance agency partners with your spouse? It’s a big decision! Mastering working together (like marriage) can be work. For some families its an easy decision for others it can be a difficult road. We want to help give you some strategies on how to be insurance agency partners with your spouse.

This video discusses the benefits and challenges of running a family-run insurance agency. It emphasizes the need to identify roles and responsibilities, create a positive culture, and establish boundaries between work and home life. It also recommends having a family contract, taking advantage of bonuses like travel, celebrating wins, and seeking outside help if needed.

There will be times (just like at home) that you and your spouse business partner do not agree. It’s important you keep everything professional for the team and the clients. Remember your agency is not your living room. You will need to keep things professional while at the office.

  • 00:00:02 Family Run Agencies
  • 00:00:06 Working Insurance Agency
  • 00:00:10 Marriage Challenges
  • 00:00:17 Husband and Wife Teams
  • 00:00:20 Working Together
  • 00:04:46 Job Descriptions
  • 00:07:21 Positive Spouse Led Agency Culture
  • 00:08:04 Spousal Disagreements in the Office
  • 00:08:42 Working with a Spouse
  • 00:10:28 Family Contract
  • 00:09:48 Different Work Ethic
  • 00:13:18 Travel and Celebrate

Check out the APP Resources on How to Be Insurance Agency Partners With Your Spouse

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