Agency Performance Partners


How To Double Your Insurance Agency With Systems & Processes Like Webb Insurance

Posted on August 4, 2021 by Camille Maraguinot

How To Double Your Insurance Agency With Systems & Processes Like Webb Insurance

In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos where she discusses how to remap your agency’s processes, enhance automation and get your team excited about new launches.


Episode Highlights:

  • Kelly tells the listeners about the first step: throwing a launch party. 2:16)
  • Kelly mentions why she believes that an outsider could be helpful at a greater level. (4:56)
  • Kelly shares the second step: creating a template. (7:27)
  • Kelly explains how to properly utilize the template your team has created. (8:39)
  • Kelly gives the third step, which is to have personality profiles of your team members. (12:05)
  • Kelly explains what to do if you’re experiencing pushback during a launch. (14:15)
  • Kelly shares the final step, which is hitting a milestone and celebrating. (14:45)
  • Kelly mentions why it’s important to have a celebration point. (19:30)


Key Quotes:

  • “If you’re looking to launch something new, don’t think about just throwing it out in a meeting. If it’s important to the agency, it’s also a good time to have some conversations, present it in a positive light, and get the buy in that you desperately need.” – Kelly Donahue-Piro
  • “In my mind, I have a big strategy of…How do you know unless you try? And, I want people to keep an open mind while trying. I often see about half the people that have a lot of apprehension upfront after trying that comes down, and again, that’s a personality trait. So, sometimes the leader has to see it for them.” – Kelly Donahue-Piro
  • “As we make changes, it takes people’s time up, which is all part of running a business and is something we should be doing…We also need to take the time to celebrate when we see achievements and see that we have conquered that mountain. That just makes people feel recognized and important and part of a good team.” – Kelly Donahue-Piro


Resources Mentioned: