Insurance Agency Operations Guide
Agency. Simplified.
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. Until now.
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Insurance Agency Operations Guide
Agency. Simplified.
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. Until now.
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INSURANCE AGENCY OPTIMIZATION IS LOVED BY INDUSTRY-LEADING AGENTS
As a successful new insurance agent just 18months into my career I need you to know this book is a game changer! If you love books you start and can’t put down you need to read this. Very practical real perspective my favorite is the “Opportunity Optimization” strategy. This book is a complete roadmap to market dominance and I would strongly urge any agent with big goals that is willing to put in the hard work to read this! I am ordering for my entire study group.
If you’re a multiline insurance agent, I couldn’t recommend this book more. Scott does a beautiful job of conveying the underlying spirit and philosophy necessary to run a highly productive and integrous agency where your rewards will be directly proportional to the value you bring to the lives of the people you serve. I just loved this book.
This book is a must read for any Agent who wants to grow and stand out from the competition. It is for any business owner that wants to stand out. My agency already implements pieces of what is written in this book, but having the tools that this book provided will close the gaps and surely take us to the next level. I am so excited to share these tools with my team and start to take action.
Easy read and definitely has some great advice for all insurance professionals. This is definitely helpful being a new agency trying to blow things out of the water. 5 stars from me!
I love Scott's approach, especially his focus on making yourself better in all respects, not just the nuts and bolts of running an agency. Good work!
Scott’s content is solid and his optimism contagious. His guidance brings great results. I think all agents and team members should read, internalize and put into action what he teaches!
The reality is...
...nobody who owns an insurance agency ever planned on owning one.
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.
I'm Scott Grates, co-founder of the Insurance Agency Optimization program.
I wrote this book 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.
We will provide you and your teams with the tools required to dominate your market and ultimately work so efficiently your competition cannot even compare.
This book was written and The Insurance Agency Optimization program 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 Optimization and joining The IAO Mastermind Group the only regret you’ll have is that you didn’t know all of this sooner!
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Provide your team with the tools required to dominate your market and work so efficiently your competition cannot compare.
Legal & Info
These training programs were not developed by State Farm and are not owned or endorsed by State Farm. The views presented are those of Insurance Agency Optimization only.
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