Part three of our four-part podcast series focuses on retention. How do you retain ideal clients for your agency? Brent and Roger dive deep into the mindset needed, from policy delivery to continuing the relationship - not renewing the account - that will be very informative to insurance professi...

Roger Sitkins joins Brent Kelly for part two of our four-part series on major aspects of insurance agencies. This episode focuses on selling, sales, and agency improvement for producers. If you are looking to boost your sales and your productivity in the agency, this is a great podcast for you to...

Great questions can positively change the direction of your life, as well as your agency. If you’re an agency chief executive, I’d like to challenge you and your leadership team to answer the following 10 questions. Is your future greater than your past or is your past greater than your future...

Roger Sitkins joins Brent Kelly in the first of our new four-part series based around the lessons that we've learned this past year that we want to share with you, the agency leader. This episode provides an overview of high-level things that we've seen and the impact they've had on agencies in t...

In this episode of The Agent Leader, Brent talks through a vital, yet often under-utilized skill for every leader or professional - being a high-level communicator.  Your influence depends on your communication, so, how are you doing in these three areas? Brent Kelly: Welcome to The Agent Le...

Whether or not you realize it, you are in a competition every day, either as an agency or as an individual producer. You are competing to keep your best accounts and open new relationships with ideal clients. You’ll notice I said, “open new relationships,” not “close sales.” If you’re focused on ...

In most independent agencies, producers typically operate in one of two zones. They’re either in a Red Zone or a Green Zone. As the name suggests, the Green Zone is all about earning more green (a.k.a. money!). Those in this zone participate in activities and execute strategies that create and r...

Recently, an agency CEO asked a great question, and like most great questions, we couldn’t ignore it: Why do some agencies have three times the national average organic growth rate while others struggle to even come close to being average? Our knee-jerk response was that they don’t have a unique...

HOW TO TRANSITION FROM IDEAS TO EXECUTION When I look at agencies, the reason some sputter or plateau is a performance gap. This is the gap between what we know and what we actually do. If I were to draw it, it would look like two mountains with a valley in the middle. But unlike the valleys fou...

Recently I introduced The Agency’s Best Version Pyramid (BVP). It was so well received that I’ve expanded on the concept and applied it to the all-important role of producers. Net new revenue may not solve all your problems, but I firmly believe that it solves most of them! I continue to be very...