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Plan To Lead An Insurance Producer Team

Posted on July 24, 2023 by Kelly Donahue Piro

Do you need a plan to lead an insurance producer team?

You aren’t alone! Insurance producers can often be a wild bunch but they do need leadership, coaching and management. After all for many insurance agencies the producers are their growth strategy. What we have found is there is no play book for how to lead and manage your insurance producer team until now!

Managers need to set clear and achievable goals, provide regular feedback, lead by example, create a positive work environment, provide training and development opportunities, and celebrate successes in order to motivate their team. These steps will help the team reach their full potential and ensure the company’s success.

  • 00:00:00 Our Team
  • 00:00:14 Set Goals and Provide Feedback
  • 00:01:44 Lead by Example 00:02:00
  • Create a Positive Work Environment
  • 00:02:39 Motivation is an Ongoing Process

For many agency owners who are also leading an insurance sales team, sales was different for them. You may have worked the agency’s leads or been able to work the past agency owner’s opportunities. Managing a stable of producers when you may not have been the one gathering expiration dates, making drop in’s or calling out can be a challenge.

If you follow our plan your insurance agency sales team will be ready to go grow the agency and crush their goals.

Resources for Plan to Lead Insurance Producer Teams

We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way….just like a BFF.

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