13 posts found
07/10/2023 · 5 min read
A P&C sales team sustains high performance when five culture decisions are made deliberately: visible metrics, culture-fit hiring, consequences for culture violations, recognition rituals, and owner behavior that matches the standard. Without those five, every training initiative reverts within six weeks.
05/17/2023 · 5 min read
Three non-negotiables for P&C agency owners: an enforced communication standard with one defined channel and cadence for raising concerns, a deliberate work environment built on immediate, specific recognition, and direct conflict conversations the owner does not avoid. Skip any one and culture rots while the systems still look fine.
05/03/2023 · 5 min read
Build a winning P&C team by separating sales from service as soon as you can afford it, quantifying producer output (calls, quotes, premium, close rate) instead of vague job descriptions, drawing a visible career ladder, running a daily 20-minute huddle (scoreboard, win, one focus), and enforcing consistent non-punitive accountability.
04/19/2023 · 5 min read
Build agency culture that attracts top producers by holding standards when you are not in the room, measuring producers against clear weekly metrics, structuring a real 30-day onboarding, and tying renewal retention to producer compensation.
04/17/2023 · 5 min read
Build a winning agency culture by standardizing team communication on Slack, recruiting continuously instead of when a seat opens, holding pricing discipline that filters out price-only shoppers, and articulating value at every client touchpoint.
11/05/2021 · 5 min read
The lesson: verify understanding, don't just deliver information. Most E&O claims and retention failures trace to gaps between what the agent said and what the client heard. Ask clients to restate coverage in their own words at sale, renewal, policy change, and claim. Catch misalignment before a claim does.
11/27/2020 · 6 min read
Going above and beyond in P&C means four systematized behaviors: a proactive mid-year coverage review, a pre-claim walk-through, reciprocal client referrals, and the hard truth conversation. Define each in writing, put it on a calendar trigger, and track completion.
07/10/2020 · 6 min read
A coaching culture creates team cohesion through regular developmental one-on-ones, structured skills practice on real client scenarios, specific timely feedback, and peer coaching. The owner gets coached first. Cohesive teams retain clients better, refer more, and keep top producers longer.
07/06/2020 · 7 min read
Unify your team around a vision by saying the mission in one clean sentence, connecting every role to it, building a usable success mantra, making the values visible in daily decisions, and earning buy-in by showing you care. A vision only in the owner's head is private aspiration, not culture.
07/03/2020 · 6 min read
Love your life as an insurance agent by deciding what you want first, then building the agency around it. Operate with deferred happiness off the table, build a business that runs without you, ground yourself against rejection, and treat client relationships as the actual point.
06/29/2020 · 6 min read
Laura Harris has run a family Allstate agency in Corpus Christi for 25 years by treating process as a retention tool. Documented procedures, a deliberate 30-day onboarding, and strict role clarity between family and business make the operation work whether she is in the office or not.
03/04/2020 · 6 min read
Insurance agents burn out because motivation is treated like a feeling instead of an output. Engineer it with three engines: clarity of purpose tied to specific numbers, environmental design that makes the right behavior easy, and daily metrics that close the feedback loop between activity and result.
11/18/2019 · 7 min read
Build retentive insurance agency culture on three questions every employee answers daily: do I know what's expected of me, do I feel my work matters, and do I see a future here? Clarify expectations, recognize specific wins daily, and run career conversations every team member.