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
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.