The Agency's Best Version Pyramid

“Close your eyes and imagine the best possible version of your agency. That’s what you really want to become. You’ve got to let go of any part of your agency that is an obstacle, anything that’s holding it back from becoming the best agency possible.”

The concept of the Best Version Pyramid made its public debut during our recent ProFitNet meeting in April, and it is something I’m going to continue to develop for all the major areas of agencies.

The ideal way for me to explain the behaviors and strategies around becoming the Best Version Possible (BVP), is to use a pyramid, which I refer to as the Best Version Pyramid. As with any pyramid, it starts with core, foundational stones and ends with a capstone. 

The first is the Agency’s Best Version Pyramid (ABVP) consisting of 10 “stones.” As I define the various stones, I’ll share each one’s purpose and desired results. You’ll...

KNOW WHERE YOU WANT TO GO AND HOW YOU’RE GOING TO GET THERE

For the last 30 years, international leadership guru John Maxwell, who was my mentor and with whom I’ve had the privilege of sharing a stage, has said that everything rises and falls on leadership. Although I used to question that idea, my experience has convinced me that it’s true! Leadership affects every area of our personal and professional lives.

To me, leadership is not a destination, a title, an expensive car or a corner office. Although all of those things may be the result of great leadership, they are not one and the same. Leadership is an action, and the way you measure that action is influence. Are people listening to you? Are they buying in to what you’re trying to accomplish? Are you building relationships?

Ultimately I believe three main building blocks form the foundation of great agency leadership:

• Clarity of vision and direction
• Confidence in your entire team
• Culture...

Special episode of The Agent Leader Podcast featuring an interview with Sitkins Network member, Jon Miles, President of EHD Insurance.

Jon is a stellar example of effective leadership and how to lead the right way. Listen to the lessons he shares from his high-achieving agency and get your pen and paper ready, you'll want to be taking notes.

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THE ROAD TO THE MIDDLE IS PAVED WITH NO INTENTIONS

Did the title of this article grab your attention? I hope it made you think, “Average? Why would anyone want to be average?”

Before I answer that, let’s define average: It’s the best of the worst and the worst of the best; as close to the top as you are to the bottom. In other words, average isn’t exactly terrible.

One of the good news/bad news scenarios in our business is that the average agency and the average producer do pretty darn well. When compared to what 95% of working people earn, this is truly a great business.

Of course, not everyone has what it takes to be average. To know whether you make the grade, it’s important to (1) recognize the characteristics of the average agency and (2) be prepared to replicate the specific behaviors of the average producer. Here are some pointers for those who aspire to be truly average.

Don’t be proactive. The average agency has primarily...

You've been asking for it, and now Brent Kelly's podcast, The Agent Leader, is back!

What can you expect from these new episodes? Brent will be discussing from the heart things he's learning, dealing with, and situations and stories from agencies that he's currently working with. 

In this episode, Brent shares a bit about:

• How to become your Best Version Possible and avoid regrets, not just in your business, but also your personal life.
• Adding value to others
• The greatest challenge of leadership

About the Author

Brent Kelly is an executive coach, speaker, and trainer for The Sitkins Group where he helps independent insurance agencies Sell More, Retain More and Earn More. Learn more about the Sitkins Network here.

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At one of our CEO programs earlier last year, Brent Kelly, our vice president, asked me what it takes for an agency to be the best it can be. But it was what he asked me next that changed how we approach everything we do and has become the catalyst for massive, rapid improvements for everyone who attends our life-changing events, including our CEO, Sales Leadership, Producer, and Account Manager programs.

His question: “If you were having a conversation from your heart, using your almost 40 years of coaching the highest performing agencies and producers, what would your message be about becoming the best version possible (BVP) of yourself and your agency?”

This is important for agency owners, of course. But I also believe it’s something all of us as individuals should be asking ourselves. I can tell you it’s had a major impact on me personally, as well as everyone we’ve shared it with.

After Brent first asked me that question, I literally could not...

“Good is the enemy of great. And one of the key reasons we have so little that becomes great.” Jim Collins

Why do some independent insurance agencies hunger for never-ending improvement and growth while others simple settle for good enough? 

It’s a question that we ask ourselves all the time at the Sitkins Group.  Our mission is to help independent insurance agencies become the best possible version of themselves and live a life with no regrets.

In our recent live and online trainings to our Sitkins Network members, we have consistently asked the participants to stop postponing their greatness to ensure that they maximize their full potential. 

I think too many agencies sell themselves short of their true potential.  In large part, because this is truly a great business model.  If you give a solid effort, do a decent job in sales, and give your clients average service, you can still make a nice living.  In fact, a much nicer living...

HOW TO CHART A NEW COURSE AND STAY FOCUSED ON IT

After all these years of coaching independent agency leadership teams and producers, I’m not surprised by very much. For example, it doesn’t surprise me that the vast majority of agencies are simply drifting along. However, it frustrates me that this is a recurring theme at most agencies. They’re doing fine, but they’re just drifting.

I know this because whenever I ask prospective consulting clients specific questions about their business—their annual business plans, budgets, sales goals, financial models, training, etc.—most of them have nothing to say, because they don’t have any of the aforementioned items. (Maybe that’s why they’re calling me!) The reality is that you can be semi-successful in this great business without any of those things.

As you may recall, “semi-successful” means you’re doing really well financially (making more money than you’d make...

If I asked you to list some characteristics of great leaders, what would you say? Do words like courage, tenacity, compassion, vision, drive, authenticity, determination, empathy, understanding, and results-focused come to mind?

Those are all great characteristics of leadership, but how does one become a better leader? More specifically, what should emerging leaders in the independent insurance agency channel focus on to prepare themselves to move their organizations and our industry forward?

It’s no secret that our business has been very well served through the years with solid leadership, but we’re seeing a growing leadership gap develop. Current industry leaders are continuing to transition into their next phase of life. And younger folks are taking notice. An up-and-coming insurance leader recently asked me a very important question: “What are some of the things that I should be doing to prepare and develop myself to become a better leader?”

This got me...