For insurance agents who have achieved a certain degree of success, the question becomes, “How do my team and I make the leap to the next level — of efficiencies, profit and customer service excellence (to name just 3). 

The short answer? The right personal mentoring.

Of course there are numerous angles from which to approach the challenge:

— What new technologies are essential?

— What systems will help me to do more with less overhead and staffing?

— How do I make sense out of all the marketing channels and activities to know what is right for my agency?

When you work with me as your mentor, I’ll provide you with SYSTEMS that save you time, energy and money. I’ll coach you in the key building blocks of your agency:

•  Recruiting & Staffing
•  Marketing & Lead Generation
•  Mentoring & Leadership Development
•  How to grow in Profitability-Challenged States
•  Budgeting & Cash Flow Management

Best of all? You won’t have a set of instructions to try to piece all of this together. Instead, you’ll rely on my timely and insightful input — so you can learn from the problems and challenges I faced and solved. 

You’ll save time, effort, money. You won’t have to do what too many insurance agency owners do — exchange their time and effort to grow the business, in the end trying to manage a business that is taking more and more other lives.

Grow — so you can give. Grow — so you can pursue your passion. Grow — so you are proud of all the work you have invested into your business.

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