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UPDATES & EVENTS

Success Leaves Clues - Interview With Matt Fairbanks Jun 17, 2021

Success leaves clues, and sales leader Matt Fairbanks drops lots of clues you can pick up on in this episode of The Agent Leader. Matt talks over the mindset shift needed to excel past his million dollar "plateau", and living with purpose...

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The Agent Leader Series Jun 10, 2021

A lot has changed in the world since Covid hit, that's a given. But we've also learned a lot together with independent agencies over the past year. Roger Sitkins joined Brent Kelly on his podcast, The Agent Leader, for a four-part...

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What's Your Agency's Financial Model? Jun 03, 2021

Part 4 of our series on important aspects of agencies featuring Roger Sitkins focuses on Earning More.

There are some traps agencies need to look out for when it comes to earning more, does your agency have:

  • Profitable accounts subsidizing...
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Stop Renewing Accounts May 27, 2021

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 -...

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Decisions Determine Your Destiny May 20, 2021

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...

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The Four R's May 13, 2021

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...

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