leadership

Mastering the Independent Agent Mindset: Keys to Leadership, Growth, & Success

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Insurance concept, medical coverage planning, hospital payments, representing different types of insurance such as health, home, car, travel, and policy management.

Success as an independent agent goes beyond sales—it’s about adopting the right mindset to lead and grow your agency. Shifting from seeing yourself as a producer to embracing the attitude of a CEO can unlock new potential you didn’t know you had. A growth mindset, combined with peer collaboration and embracing new technology can drive … Read more

Incentives to Motivate Staff

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How to motivate your team

One of the hardest parts about working as a team is motivating your fellow group members. I once had an agent ask me how he could convince his coworkers to cross sell business and upsell current clients. Without hesitation I responded, “With money and fame!” The tricky part was that his business plan could not … Read more