Building a Business that Gives Life Meaning: For INSURANCE AGENTS
Your business should give you a better life, not destroy it. Unfortunately, if you don't build a solid foundation in your agency early on, your business can bankrupt you financially and emotionally!
These courses, along with our coaching program, are designed to help you create the lifestyle you have always dreamed of. Starting with a clear understanding of your values which match your vision for success, we will work with you every step of the way which will help you live a life with no regrets.
Let's get started!
| Module 1 | Onboarding - Introduction to the Coaching Process | |
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| There are no units in this module. | ||
| Module 2 | Product Knowledge | |
| There are no units in this module. | ||
| Module 3 | Leadership and Self-Awareness | |
| Lesson 1 | A Starting Point | |
| Lesson 2 | Why You Are Here | |
| Lesson 3 | Discovering Your Passion | |
| Lesson 4 | Discovering Your Passion Worksheet | |
| Lesson 5 | Inventing Your Leadership Style | |
| Lesson 6 | Taking Responsibility for Your Success | |
| Lesson 7 | Leading with Passion | |
| Lesson 8 | Creating a Winning Attitude | |
| Lesson 9 | Your Agency Story | |
| Module 4 | Strategic Planning | |
| Lesson 1 | Why Most Agents Plateau and What to Do About It | |
| Lesson 2 | So What Makes Successful Agents So Unique? | |
| Lesson 3 | The Four Levels of Business Development | |
| Lesson 4 | The Myth of the EMyth | |
| Lesson 5 | Creating a Self-Running Agency | |
| Lesson 6 | Using Org Charts to Turn Dreams into Reality | |
| Lesson 7 | Employee Agreements that Work | |
| Lesson 8 | Creating a Business Plan for Success | |
| Lesson 9 | The Cost of Wasted Time | |
| Lesson 10 | Self-Organization Techniques | |
| Lesson 11 | Time Management Skills and Maximizing Efficiency | |
| Module 5 | Branding | |
| Lesson 1 | Building Your Brand | |
| Lesson 2 | Building Your Brand Worksheet | |
| Lesson 3 | Advertising Your Brand | |
| Lesson 4 | The Ultimate Customer Experience | |
| Lesson 5 | Differentiating Your Agency | |
| Lesson 6 | Office Essentials | |
| Lesson 7 | Your Lease Agreement | |
| Lesson 8 | Work from Home | |
| Module 6 | Marketing and Sales | |
| Lesson 1 | Built to Impress Sales | |
| Lesson 2 | Developing Your Marketing Strategy | |
| Lesson 3 | Project 100 | |
| Lesson 4 | Understanding the Competition | |
| Lesson 5 | Overcoming Call Reluctance and the Fear of Failure | |
| Lesson 6 | It's Who You Know! Building Your Centers of Influence in Your Community | |
| Lesson 7 | Setting Your Sights on Commercial | |
| Lesson 8 | Exploring Social Media | |
| Lesson 9 | Get Found on Google Search | |
| Lesson 10 | Financial Sales Systems that Pay | |
| Lesson 11 | Life Sales Made Easy | |
| Lesson 12 | Stop Quoting and Start Building Relationships! | |
| Lesson 13 | Generating Leads Through Trade Shows and Event Marketing | |
| Lesson 14 | The Lost Art of Cold Calling | |
| Lesson 15 | The Secret to Referral Systems | |
| Lesson 16 | Marketing Ideas to Get Your Agency Growing Again | |
| Module 7 | Systems Development | |
| Lesson 1 | Creating Meaningful Systems that Work | |
| Lesson 2 | Your Employee Management System (EMS) | |
| Lesson 3 | The ContractCoach Agent Interview and Lead Generation System | |
| Lesson 4 | Your Recruiting System - Lead Sourcing | |
| Lesson 5 | Your Interview System - Selecting Your Next Top Producer | |
| Lesson 6 | Your Hiring and Selection Process | |
| Lesson 7 | Your Review, Training and Motivation System | |
| Lesson 8 | Your Firing System - When It's Time to Move On | |
| Lesson 9 | Office Manuals and Procedure Guides | |
| Lesson 10 | Technology and the Modern Insurance Agent | |
| Lesson 11 | Your Sales System | |
| Lesson 12 | Your Retention System | |
| Lesson 13 | Your Accounting System | |
| Lesson 14 | Your Quality Control System | |
| Module 8 | Staff Development | |
| Lesson 1 | The Dysfunctional Leader | |
| Lesson 2 | The Dysfunctional Leader Worksheet | |
| Lesson 3 | Staffed to Grow | |
| Lesson 4 | Hire the Right People and Teach Them the Right Things to Do | |
| Lesson 5 | Invest in Quality People | |
| Lesson 6 | Creating a Culture of Success | |
| Lesson 7 | Compensation Programs that Motivate | |
| Lesson 8 | Awaken Your High Performance Team | |
| Lesson 9 | Getting Your Experienced Staff Engaged | |
| Lesson 10 | The Leader Inside Your Office Manager | |
| Lesson 11 | Setting Expectations and Demanding Accountability | |
| Lesson 12 | Installing Ethics and Leading With Integrity | |
| Lesson 13 | Staff Meetings that Ignite | |
| Lesson 14 | Resolving Conflict and Frustrations | |
| Lesson 15 | The Power of Self-Evaluation | |
| Lesson 16 | Your Staff as Raving Fans | |
| Module 9 | Client Retention | |
| Lesson 1 | Driving Customer Retention | |
| Lesson 2 | Why Customers Leave and What to Do About It | |
| Lesson 3 | Know Your Customer or Lose Them | |
| Lesson 4 | Service After the Sale | |
| Lesson 5 | Under Promise and Over Deliver | |
| Module 10 | Finance | |
| Lesson 1 | Finance 101 - OK, I Own a Business, Now What? | |
| Lesson 2 | Understanding Business Finance | |
| Lesson 3 | Following the Right Financial Path | |
| Lesson 4 | Too Much Month and Not Enough Money | |
| Lesson 5 | Tax Planning Strategies for Insurance Agents | |
| Lesson 6 | Making Solid Investments for Growth | |
| Lesson 7 | Accounting Fundamentals | |
| Module 11 | Life Balance | |
| Lesson 1 | What's Important Now | |
| Lesson 2 | What's Important Now Questionnaire | |
| Lesson 3 | Balance is the Key to Long Term Success | |
| Lesson 4 | The Power of Perception | |
| Lesson 5 | Your Bucket List and Having Time | |
| Lesson 6 | Stay True to Your Dream | |
| Lesson 7 | Priorities and Living Life with no Regrets | |
| Lesson 8 | 100 Steps to a Successful Agency | |
| Module 12 | For Recruiters Only | |
| There are no units in this module. | ||
