& retaining staff
Every day, you think if only I had the right team. But let’s be honest, finding team members who are a good culture fit, have the right attitude and aptitude is harder than ever. For many agency owners, they have given up and put up with underperforming staff. Hope becomes your strategy and you become discouraged. You post job ads but get nothing or you get people who want double your budget. What most insurance agency owners miss is understanding who you need and how to build a culture that attracts them. This course will provide you a framework to clearly identify what roles your agency needs, how to build an attractive culture for that person and how to onboard them to your organization.
& Retaining Staff
How to Hire and Keep Top Talent in Your Agency
TRADITIONAL RECRUITMENT PROCESSES SHOULD BE CHANGED TO HIRING THE RIGHT PEOPLE IN THE RIGHT SEATS TO GET THE AGENCY OF YOUR DREAMS.
Are you tired of being short staffed or holding on to the wrong people? Do you feel your team is so stressed that half of them may walk out right now? Or have you felt the burn of unsuccessful procedures who drained your bank account and morale? Your agency needs a different approach that identifies who you need and how to attract them. When you think of hiring more like online dating than traditional hiring you win. This changes everything!
THERE’S JUST ONE PROBLEM:
No one has given your team a clear plan with processes, onboarding and how to focus.
MAYBE THESE FEARS, UNCERTAINTIES AND DOUBTS HAVE YOU PARALYZED:
- There’s no time
- Training is costly
- No consistency
- Little buy-in
- There’s no plan
- Small bursts don’t work
YOU HAVE A PLAN
I’M KELLY DONAHUE-PIRO
I worked a summer job as a bank teller to pay for college. I realized that my co-workers weren’t taking advantage of incentive $$ by cross selling products. I started spending time learning how to sell since my bank had no training program for front line employees. Insurance was one of those products.
In 2000 I was still working at the bank. The executives loved me, and my co-workers hated me. I proved they could cross sell insurance but weren’t. I toned down my sales skills to be accepted and missed key career opportunities as I was graduating. I got my first job out of college and realized again that many small businesses had no sales and marketing strategy. I had to figure it out on my own.
The mortgage crash found me unemployed. I was recruited back into insurance by a tech company that was also making the switch. We were pioneers in digital marketing for agents. We found that insurance agencies were not equipped to convert a web lead effectively. I led the client management group that coached the agents in transforming. I worked with over 700 agencies in 6 years.
In 2014 the company I was working for was getting sold to Zywave, but I’d found my calling helping install systems into insurance agencies to help them become ridiculously amazing. We have worked with over 1,000 insurance agencies in the US and Canada.
I'M HEATH SHEARON
I’m a second-generation insurance professional, creator of the Insurance Town Podcast, and Agency Performance Partners’ newest performance coach. I built a successful agency before transitioning to the carrier side. Working with hundreds of insurance agencies throughout my career as a marketing representative and consultant, I have a natural ability to network and build relationships.
I have parlayed that into a career in consulting with agencies all over the country in sales strategies, niche marketing, relationship building, cross-selling, customer retention, mergers and acquisitions, developing culture, and brand building, among other things. I am a strong believer in the accountability factor in coaching and enjoys working with agencies both large and small.
In the past two years, I have spent time working on my brand, Insurance Town, and working with agencies to help them develop their own branding and develop a culture for their business. Through accountability and consulting, I have helped agencies grow and achieve their goals—often times exceeding them. By joining the team at Agency Performance Partners, I am able to serve my customers more effectively by working alongside a team of professionals highly regarded and deeply entrenched in the industry that I love so much.
IF YOU WANT TO GROW YOUR AGENCY AND YOUR TEAM NEEDS A STRATEGY
I HAVE GOOD NEWS FOR YOU...
...you can with a plan
IT’S EASIER THAN YOU THINK
I know YOUR AGENCY CAN:
- Find, hire and keep top talent
- Have clear strategies that your entire team knows about
- Navigate and manage change
- Address difficult issues
- Embrace a forever hiring strategy
Ridiculously Amazing Agencies Outlast The Suck Of Change
— Kelly Donahue-Piro
OVER MY CAREER, I’VE LEARNED THAT THERE IS A STRATEGY TO SUCCESS
That’s Why We Created
$ retaining staff
What if you walked into your insurance agency and everyone was getting along, the agency was growing and people were working to disarm challenges together. What would that do for your family life and agency culture? You may have tried to hire before but it’s never really worked. You, as the owner, feel that you have a good place to work but you aren’t getting any hits. If you could clearly identify what the agency needs, learn how to attract them and build a culture they want to be involved in―would that change everything?
HERE’S WHAT YOU’LL LEARN
Getting Ready To Hire
We help the agency get set up for success by helping you get organized to maximize this course.
This includes reviewing your strategies and analyzing where your insurance agency is right now.
Recruiting To Find Talent
Now that you have your thoughts together, it’s time to identify what you need. We’ll walk you through writing a bomb job posting. In this lesson we have a guide on where you can post and how you can get the word out!
Agency Interview Process
It’s now time to use the interview scorecard and select the best candidate for your agency.
New Hire Onboarding
The onboarding takes place from the first day until 90 days after hiring. In this lesson we review each of these and really rev up the opportunities to increase profitability of a new hire (including training strategies and reviews)!
In this lesson we focus on the accountability and enhancing the morale of each role through routine reviews and raises. We also discuss opportunities for growth and setting clear expectations for your team members.
HERE’S WHAT'S INCLUDED
- 8 LESSON COURSE
- AMS360, Hawksoft & Epic Set Up Course*
- ROLE PLAY VIDEOS
- MANAGER SECTION
YOU PAY ONLY
$245/month or buy now for $995 and own the course!
THE CONSERVATIVE TOTAL VALUE OF THE PROGRAM FOR YOUR INSURANCE AGENCY
EXCITED TO GET STARTED?
- Say YES to your agency and click the “BUY NOW” button anywhere on this page.
- If you don’t already have an account with us, you can create a new account with your email address. You’ll have immediate (and forever) access to login and have 24/7 access to all modules and learning materials.
- You’ll start the process of becoming Ridiculously Amazing!
THIS COURSE WAS CREATED FOR INSURANCE AGENCIES JUST LIKE YOURS.
THIS E-COURSE IS perfect IF YOU'RE
It seems like there is never any time to do anything – including build your agency’s plan. There are competing priorities and service stacks up. But what if we can get a plan with incentives that your team buys into? You may be thinking why have a plan we never stick to anything. I’ve been through this same story with hundreds of agents, and the reality is there is a cost to doing nothing. I’ve learned that the best time to do anything is right now. You can always put off the work and hope it gets better — but we all know that hope is not a strategy.
YOUR INVESTMENT TO BECOME
WITH THIS COURSE!
NOW IT’S TIME TO MAKE A DECISION.
YOU CAN DO NOTHING, AND BE EXACTLY WHERE YOU ARE NOW ONE YEAR FROM TODAY. OR, YOU CAN HOP ON BOARD FOR ONLY $245 PER MONTH AND GIVE YOUR AGENCY THE PLAN IT DESERVES.
If you want a ridiculously amazing agency, then yes, it’s for you. But remember, businesses don’t build themselves. If you’re willing to watch the entire course and put time and effort into implementing your new knowledge with your team, you’ll have the tools you need to succeed. Simply put, you have to put in the work.
Our goal is for your team to get organized to the point where they are working ahead on renewals rather than behind.
Once you purchase the course you will be emailed instructions on how to set up your account and log in. Be on the lookout!
The Agency Performance Pack also includes AppX Retention, AppX Sales, AppX Time Management and our Quarterly Course Additions!