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Plan & Execute: How to Get Organized on Your Insurance Agency’s End-of-Year Plan

Posted on October 22, 2021 by Alex Arellano

View All 4 Minute Insurance Agent 2021 Videos For the Week

If you are an Insurance Agent 2021 stop and take a moment to watch these videos to help you become ridiculously amazing this year.

 

What is Success in Your Insurance Agency?

We’re right in the middle of the launch for our newest online course, which is “Plan & Execute: How to Build Your Agency Success Roadmap,” and we’re diving into some of the topics we cover in it. This week we’re doing a deep dive into the topic of making decisions, and today’s topic is about success. What is success in your insurance agency?

“What we find is because there is no definition of success, it always feels like more, more, more, more, more. And in all reality, you’re making progress.”

 

Insurance Agency Big 3 Initiatives

Building an agency success roadmap is a big undertaking, and all this week, we’re talking about topics from our brand new course on the subject. So you’ve gotten your resources together, you have the numbers, and put some thoughts down on paper. Now we have to ask ourselves: “What are we actually doing this year?” The answer to that question is in what we call our insurance agency’s big 3 initiative.

“This is a big one, this is what we call our big three. So I believe, for me, that every business should have three major pushes.”

 

Celebrate Success in Your Insurance Agency

This week’s topic is absolutely critical to your agency: it’s building your agency’s roadmap to success. It’s part of our newest online course, where we focus on how to build an incredible plan for your agency. Today’s topic is all about celebration.

“We have to have celebrations. Otherwise, what are we doing it for? We’re just gonna keep cracking the whip and go for the next, you know, mountain to climb, which you will do, but you do deserve a break to celebrate too”

 

What Resources Does Your Insurance Agency Need?

We’re up to our final video for the week on building your agency’s roadmap for success, and we’re so excited, because this series is in conjunction with our new course. This course, “Plan and Execute: Building Your Agency’s Roadmap For Success,” will really help you get geared up for the next year. Today’s topic is: what resources does your insurance agency need?

“Think a little bit about doing a resource review. What do you have? What do you need? What do we need to learn more about? What do we need to investigate, before you go buy anything new? The only reason you should buy something new is because it’s ready and it’s planned and you have a date for execution.”