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Agency Owner Program

Coaching, Training, and Partnerships

For Current and Future Agency Owners

Is the Agency Owner Training for you?

If you are interested in building a large top performing insurance agency, this training is definitely for YOU!

This is NOT for Agency Owners who:
  • Are happy settling for the status quo
  • Only want a two-person office
  • Have no desire to grow
  • Are not willing to invest in their agency
  • Insist on agents to perform both sales and service simultaneously
  • Does not want to build an agency which is one of the top 10% producing agencies in the industry
  • Is not open-minded about learning something new
  • This is not for agents that do not want to get rich, build wealth, and build a legacy
If you are an entrepreneurial minded individual and you sincerely want more growth out of your current agency, but lack the step-by-step road map to get there, this Agency Owner Training is for YOU!

What is the difference between an Average Agency Owner and a MEGA AGENCY OWNER?

Think about it this way:

  • Two different agency owners
  • Both competing in the same market
  • Both have access to the same number of insurance companies
  • Both have the same number of employees, same premiums, and same commission structure
  • While one agency is about to break another sales milestone
  • The other agency has flatlined and their overall client base continues to shrink
  • One agency has a proven process methodology
  • The other is doing the same as they always have and producing the same results (ultimate leading to burn out)
  • One agency is writing more policies than they can handle resulting in the need to hire new producers to absorb the customer overflow
  • While the other agency is complacent in their business waiting for something to happen

Same Market. Same Companies. Same Number of Employees. Same Premiums. Same Commission Structure.

What makes ONE of those agency owners a Mega Agency while the other is standing still?

What PROVEN system provides a road map to success?

The answer to this question is theMEGA AGENCY OWNER PROGRAM

Part

1

MEGA AGENCY OWNER

Are you an Entrepreneur or a Wantrepreneur? What is the difference? Do you want to grow into a multi-million dollar agency or continue the same as you have always done? So, what is it going to take?
  • Invest in building your agency:
    • What should you spend your money on? Growth, growth, and more growth
    • Don’t waste any time or any money that does not contribute to your growth
    • Most important, don’t sit there and do nothing because you don’t know how or it is new or different than you are accustomed.
  • Reasons why some agencies do not become “Mega Agencies”:
    • Having the wrong mindset
    • Fear
    • Doesn’t know how to grow
    • Not having a successful formula
    • Do not split the duties of sales and service agents
  • The type of owner you are:
    • Hands off
    • The face
    • Producing owner
    Learn the most important keys to success, depending on which type of owner you are and which type is the best and why?
  • Agency Owner traps and how to avoid them
  • The type of owner you are:
    • Hands off
    • The face
    • Producing owner
    Learn the most important keys to success, depending on which type of owner you are and which type is the best and why?
  • Agency Owner traps and how to avoid them
  • What is Pete Poggi’s definition of a Mega Agency?
    • Guess what… it’s probably different from what you are thinking
    • The fastest track to Mega Agency
    • What will keep you from achieving it
  • Do you consider hiring an asset or liability?
    • Would you hire yourself?
    • Find out why you can’t afford NOT to hire
    • What is the actual cost to hire? Do you know?
    • Mathematical proof that hiring is an asset
    • Hire like a pro
    • Find out when to cut the cord
    • Always be hiring sales agents – Not assistants
    • Where and how to attract quality agents
  • The Power of duplication – a five-year plan towards staggering results
  • Your personalized 90-day challenge (including plan)

Part

2

MANAGE WHAT MATTERS

  • Manage what matters
    • Types of managers
    • What makes some managers great while others struggle?
    • What does it take to be a successful manager?
    • Manager habits to avoid at all cost

Learn the seven steps to managing a Mega Agency

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  1. Mastering the three C’s
    • Communication
    • Consistency
    • Clarity
  2. Reflection of you
    • You set the tone
    • You set the atmosphere
    • You set the attitude
    • You set the example
  3. Handle situations immediately
    • Why don’t agency owners address situations immediately?
      • Fear
      • Don’t know how
      • Don’t think it’s important
      • “Too Busy”
      • It will fix itself
    • Not handling situations immediately is one of the biggest mistakes an agency owner will make
    • Everything needs to be handled immediately – Good or bad, big or small
  4. Teach, don’t preach
    • How do most people learn best?
      • When simply given the answer or
      • When they are involved in finding the answer
  5. ABC – always be coaching
    • There is no such thing as downtime when operating a mega agency
    • The key is to learn how to be the most productive during that time
    • Coaching your team is not a one-and-done – it’s ongoing
  1. Get your team involved
    • You can not build a Mega Agency by yourself
    • This is not one person show or a one-horse race
    • Learn when to get your team involved
    • Learn why to get your team involved
  2. Goals and accountability
    • Learn to set the proper expectations
    • Learn to manage behaviors
    • Demand massive accountability
    • Learn what the right goals are
    • Learn when they should be increased
    • The key is how fast you can develop million-dollar producers
  • At what level should you set your production goals?
  • Is there such a thing as downtime?
    • Time blocking is the heart and soul of every Mega Agency owner
      • Learn exactly what to do at exactly the right time
      • Learn why it is so important
      • What should your “teams” day look like
  • Management tips from the pros
    • Documentation, documentation, documentation
      • If it isn’t in writing – it didn’t happen
    • Learn how to streamline daily check-ins with your team to manage high-performing agents
    • See examples of 12-month action plans for your producing agents and learn how to implement them effectively
  • Bonus tips and more!
  • 12-month personalized action plan

Partner with Pete – Let’s do this together you don’t have to do this alone. The possibilities are endless.

“As a new agency owner, you should only be focused on the things that you can control.

Do not spend any time on the things that you can’t, as that will only slow you down.”
Pete Poggi
CEO

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