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[06 Mar] How Is Your Vision?

How is your vision?  Do you ever feel like you’re running fast and hard, yet you’re not clear on where the finish line is?  Does your team have a clear vision of what their personal as well as overall agency success looks like?  A clear vision of success will help your team know where you […]

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[24 Feb] Top 9 Things I Hear In Insurance Agencies That Make Me Cringe

Working with so many insurance agencies across the United States and Canada provides the opportunity for me to learn about a variety of really positive ways agencies are growing their businesses and servicing their clients.  Part of our agency assessment is spending time in one-on-one discussions with the team and observing their regular routine.  It […]

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[19 Feb] How We All Invite Price Into Our Insurance Agency

Is your agency struggling with price sensitive clients? We probably all are to some degree. However, there are some items we can all do to convert price into value at every desk in an agency. It’s a great time to evaluate if we are adding gasoline to the fire or bringing the water to the […]

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[18 Feb] The Ridiculously Amazing Insurance Podcast – Family Based Agencies

On this episode of The Ridiculously Amazing Insurance Podcast, Kelly, Dave, and Scott discuss the dynamics of family-based businesses, particularly insurance agencies. We are in the midst of the transitions from one generation to the next, and while there are benefits to this “continuing the family business” model, it is also filled with unique challenges. […]

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[12 Feb] The Leader’s Attitude

Every person calling your agency deserves an excellent customer experience; and the attitude of the person answering the phone will set the course of each call in the right direction or not.  A definition of the word ‘Attitude’ is: a settled way of thinking or feeling about something, typically one that is reflected in a […]

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