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Producing Agency Excellence in a Family Run Agency

 

Discover the Secrets to Consistency and Balance in Insurance Sales with Dan Elliott

Highlights:
 
(03:00) - Achieving Consistency in Insurance Sales
(12:55) - Building a Strong Sales Culture
(22:07) - Balancing Work and Personal Life

 In this episode, Brent Kelly sits down with Dan Elliott, managing partner of the Diebold Agency and a fourth-generation leader, to uncover how he steers his family-run business toward multi-location success. Drawing from his journey leading the Diebold Agency to new heights, Dan shares proven strategies for mastering consistency in the ever-changing world of insurance sales.

Dan reveals how the agency’s dynamic sales strategies and commitment to exceptional customer service consistently surpass sales goals. He provides a behind-the-scenes look at the challenges and rewards of running a family business while emphasizing the critical role of ongoing learning and adaptation in achieving sustainable growth.

Listeners will gain insights into building a thriving sales culture, where visibility, healthy competition, and shared achievements drive engagement and accountability. Dan also breaks down the Diebold Agency’s unique selling system, which focuses on understanding client risks and delivering tailored solutions rather than competing on price alone.

In addition, Dan offers practical advice on balancing professional and personal life, from creating an ideal week to fostering meaningful team connections. Whether you’re an agency leader or a team member, this episode is packed with actionable strategies to inspire excellence, growth, and harmony in your agency and beyond.

 

Develop your team, buy back time, and increase your agency value.

Schedule a quick call to to get started on your personalized agency evaluation. 

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