Agency Elevated Course

Online & On-Demand

Module #1 – Building an Agency Plan Based on Your ‘Why’

• Understanding the core concepts of the Agency Vision Plan
• Finding your ‘why’ and the struggles you face as an insurance agent
• Developing your value proposition and mission statement
• Analyzing the market and defining your target market
• And more!

Module #2 – Mastering Your Marketing Mindset

• Introduction to marketing, advertising, and sales
• Knowing the difference between passive vs. active marketing (and why you need both!)
• Developing your New Business Marketing Plan
• Learning conversion ratios and analyzing ROI
• The value of cross-selling and retention marketing
• And more!

Module #3 – Creating a Powerhouse Team

• Discover the ins and outs of staffing – job posting, roles, and compensation
• Understanding the value of your team members
• Uncover how to source for your team on popular platforms
• Developing Performance-Based Compensation for your team
• How to interview and follow up with prospective team members
• And more!

Module #4 – Cultivating Commuincation & Accountability

• The importance of holding a weekly team meeting
• Creating accountability for your team
• Tracking results and completing your Agency Vision Plan
• Learning from your weekly meetings and adjusting to meet business goals
• Discovering the next steps for your journey as an agency owner
• And more!