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The Ridiculously Amazing Insurance Podcast

Your BFF to help GROW your Insurance Agency. 

  1. All Episodes
  2. Organizing Around Your Insurance Agency Goals

Oct 29, 2021

Do your agency a favor and start organizing around your insurance agency’s goals. 

In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro discusses the best ways to start.

Episode Highlights:

  • Kelly discusses the accountability chart. (2:36)
  • Kelly explains the benefit of an agency owner asking about who people report to. (5:32)
  • Kelly discusses the significance of job descriptions. (6:40) 
  • Kelly explains why values are important in every agency. (8:18)
  • Kelly discusses the metrics you should present to your team. (11:26) 
  • Kelly mentions that the next thing we need to focus on with tracking is taking a closer look in the mirror as leaders. (13:23)
  • Communication is one of the top three issues in every agency, according to Kelly. (16:52)
  • Kelly believes that a quarterly check-in with your leader is important. (19:13)

Key Quotes:

  • “Whatever the timeframe is, communication on tracking is unbelievably, incredibly important.” - Kelly Donahue-Piro
  • “Job descriptions should definitely be reviewed with the person every quarter updated once a year, potentially sooner if things happen.” - Kelly Donahue-Piro
  • “Tracking is just one of those things in agencies that we’re just terrible at. But we need to stop that as an excuse and start getting better. ” - Kelly Donahue-Piro

Resources Mentioned: