The insurance industry is hard to break into. You do your training programs, get your certificate, and find yourself in the real world full of ambitions but with no clear ideas of how to make them come true.

This is where a coaching program or a mentorship can be of great value to you: by helping you avoid pitfalls and alerting you to opportunities you hadn’t even seen, a good coach will help your small business grow much faster.

Is Your Insurance Agency Growth on Track?

Do you have a business plan? Do you have insurance sales projections for the next year or two?

If you don’t even know what we’re talking about, you could really benefit from a sales training program. A good sales pitch is a great thing, but without a plan and clear goals, it will not translate into growth for your insurance business.

Advice from the Best Insurance Agency Consultants

If you could ask your insurance heroes anything, what would you ask them? Imagine you get a chance to have a coffee with an incredibly successful insurance agent, who started from nothing and created a massive book of business. What would you ask them to try to replicate their success?

SIAAZ Highlight - Insurance Agency Coaching

While business owners tend to be jealous of their secrets, mentors and coaches love to serve, share, and watch you grow. 

Some expert advice may include:

What Got You Here Won't Get You To the Next Level

Can you handle the truth? Insurance agency coaching will start by assessing your current situation and telling you some hard truths. If you are ready to take this feedback and put it in practice, you will be already in a better position to reach your goals.

Focusing on retention is one of the best investments

Young insurance agents are obsessed with the next customer and the next sale, but an expert will tell you that the real money lies in keeping your existing customers loyal and rounding their accounts before spending money chasing new ones.

Choosing and maximizing the right agency management system

Are you managing your agency as efficiently as you can? A coach can help you choose the right agency management software, and show you how to use it to maximize your profit. What is your retention rate? What cross-selling opportunities does your agency have? Knowing your agency analytics is important - a good coach will help you find those through your agency management system and learn from them. Knowledge is power.

Big growth via acquisitions.... or not?

If you’re getting ready to grow fast, and are eyeing other agencies you want to buy, you definitely will benefit from some insurance agency coaching.

A good coach will make sure you did your due diligence, will help you analyze whether the value of an agency matches its price, detect any red flags you may not be experienced enough to see, and they can even help you spot a diamond in the rough.

A really good coach may also tell you to put your house in order first before acquiring other insurance agencies, so be ready to understand and accept some solid advice even if it’s not what you want to hear.

Get an insurance agency coach for your next move

Training will give you knowledge, but coaching will tailor that knowledge to your context, your business, and your personal history. A coach goes above and beyond a teacher, because the interaction is personalized, and the goal is to help you succeed.

Give us a call if you want to know more about our coaching and mentoring offerings, and to hear success stories from insurance agents like you who are living their dreams.

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