The Ridiculously Amazing Insurance Podcast: Plan & Execute How to Get Organized on Your Insurance Agency’s End of Year Plan

Plan & Execute How to Get Organized on Your Insurance Agency’s End of Year Plan

Oct 22, 2021

In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos. Kelly discusses how to get organized on your agency’s end-of-year plan. Start by defining success. Everyone in your life needs to know what that looks like for you to best know how to support you on your way there. Your team needs to know, too.

Episode Highlights:

Kelly talks about the meaning of success and why it’s important to define it. (1:25)
Kelly shares the big three objectives that you want to nail down. (5:42)
Kelly discusses the importance of having a roadmap when it comes to planning. (8:24)
Kelly talks about the importance of celebration in general. (10:30)
Kelly shares why you need to do a resource check to look into what your agency already has and what it may need. (13:13)
Kelly demonstrates how to determine if you have the necessary resources. (15:35)
Kelly discusses the ways agencies make money. (16:19)
Kelly shares why fall is her favorite time to get organized. (18:21)

Key Quotes:

“Without a milestone, without the definition of success, you're always going to be burning people out” - Kelly Donahue-Piro
“Celebration is important to recognize people, take a break, regroup and show people where you’re going to go next.” - Kelly Donahue-Piro
“The more you invest in your team, the better they're going to be, and the more they're going to hit their own potential goals.” - Kelly Donahue-Piro

Resources Mentioned: