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The Ridiculously Amazing Insurance Podcast

Your BFF to help GROW your Insurance Agency. 

  1. All Episodes
  2. Start With Where Your Insurance Agency Is Today: 4 Tips to Plan & Execute Your Agency Success Roadmap

Oct 15, 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 explains that to create the most effective roadmap, you have to start with where your agency is today. Let’s talk about what you need.

 

Episode Highlights:

  • Kelly discusses four things you'll need to create and execute your agency's success roadmap. (1:02) 
  • Kelly discusses the job description of an agency owner. (1:28)
  • Kelly explains why you should create a “Love-Hate” list to document the things you love doing and the things you hate doing. (2:26)
  • Kelly discusses the importance of creating a “What’s Bothering You?” list and why you should build it into your agency’s success plan. (04:21)
  • Why do you need a vision? (9:00)
  • Kelly discusses the importance of accounting reporting. (12:42)
  • Closing remarks with the Agency Performance Pack promotion. (16:05)

 

Key Quotes:

  • “When the leader of an agency is drained, Nothing good can come of that.” - Kelly Donahue-Piro
  • “Your accounting staff cannot tell you everything that's going on in your agency.” - Kelly Donahue-Piro
  • “I want you to have the job that you love because as a business owner, you get to do that. You're either an insurance agent or a business owner and insurance agents tend to do a lot of jobs they don't like. The business owner on the other hand, gets to really do some fun things and have their life dreams come true.” Kelly Donahue-Piro

 

Resources Mentioned: