Insurance Agency Optimization: A Proven Step-by-Step Guide to Market Domination

Insurance Agency Optimization was written by a multi-line insurance agency owner, for multi-line insurance agency owners. It was written to help agency owners understand that they are not alone. The reality is almost nobody who owns an insurance agency ever planned on owning an insurance agency. Once upon a time I was a highly successful salesperson, or sales manager, or corporate executive or somebody special in some other field. Then, I got sick of working for somebody else and I thought it would be awesome to own my own business, create my own schedule, make tons of money, travel the world and golf a lot. So I opened my own insurance agency. The problem is insurance agency owners who jumped into this industry during the 21st century have a much different looking opportunity than those who came before them. It’s still a tremendous opportunity, but the rewards aren’t realized until several years of dues are paid.

This book was written to save agency owners time and money as an alternative to present day trainings and seminars which offer quick fixes, silver bullets and shortcuts to success; none of which exist. Insurance Agency Optimization uses simple, easy to understand mindsets, systems and processes which have worked in all sales industries since the beginning of time. This book focuses on the common denominators all successful agencies share. Readers will learn to consistently focus on daily disciplines which increase levels of health, happiness and overall productivity. You’ll be given the essential mindset required to win each moment so you can win every day. And it will provide you and your teams with the tools required to dominate your market and ultimately work so efficiently your competition cannot even be compared to you.

The insurance business is simple, but it’s certainly not easy. You recruit, hire, train, educate and continuously motivate highly productive team members. You get to know your prospects by having conversations which uncover needs and then you offer the best possible solutions to satisfy those needs. Sounds simple, but again…it’s not easy.

This book was written and The Positive Impact Club was developed to make your life as the proud owner of a multi-line insurance agency much easier and will put you and your team on the right path to:

• Recognize and optimize every customer opportunity within every interaction each and every day
• Stand above and ultimately eliminate your competition
• Create a winning office culture with personal and team accountability
• Plan, prepare, track and ultimately WIN every day
• Implement a simple, repeatable sales processes to uncover multiple customer needs within one relaxed conversation
• EARN more referrals, ELIMINATE wasted marketing dollars and RETAIN more customers than ever before
• Become the happiest, healthiest and most productive version of yourself

Perhaps you didn’t fully understand what you were jumping into when you opened your insurance agency. And chances are you often times feel overwhelmed, confused or frustrated. The good news is you are not alone. The better news is there are proven ways to improve your results spelled out in this book. The best news is, this book will show you how to close the “knowledge/action gap.” It’s great to know things, but without action knowledge is useless. Insurance Agency Optimization will challenge you to take one, two or three key components that best suit your agency and implement them immediately. The strategies shared in this book are proven to work and grow your business regardless of where you are today. After reading Insurance Agency Optimizationand joining The Positive Impact Club the only regret you’ll have is that you didn’t know all of this sooner!