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03/04/2024 · 5 min read
Lead an agency through change with three practices: build process trust so the system holds when the market shifts, source innovation from the team in small increments instead of launching transformation initiatives, and protect personal resilience routines so the leader holds up too.
02/26/2024 · 5 min read
The biggest hidden cost in your agency is a retained underperformer, not leads or rent. Cultural erosion, opportunity cost, and a quietly lowered hiring standard. Fix it with proactive hiring (warm pipeline always running), structured behavioral interviews, and 90-day ramp-up pay.
02/23/2024 · 5 min read
Activity-based sales competitions transform agency performance when designed correctly: two-week duration, automatic tracking of dials or contacts, public leaderboard, calibrated prize. Reward inputs, not premium, so the whole team stays in the game until the last day.
02/19/2024 · 5 min read
Most insurance sales problems are process problems: inconsistent activation, unscripted discovery, no measured leakage between stages. Fix the process by extracting your top producer's actual behaviors, scripting them, and tracking lead-to-activation, activation-to-appointment, and appointment-to-application ratios.
02/07/2024 · 6 min read
Building an AI-resilient insurance agency means training emotional intelligence, structured curiosity, and recovery protocols on purpose. Kian Gohar's augmented agency model uses AI for preparation and documentation while agents handle every minute of live human interaction.
02/05/2024 · 5 min read
AI makes human skills more valuable in insurance because the work AI handles best is the work that never built client loyalty. Kian Gohar names problem-solving, emotional intelligence, and curiosity as the three capabilities that decide which agencies win the AI era.
01/31/2024 · 6 min read
Build core values by examining your agency's actual decisions, not what sounds good. Write a mission specific enough to guide a real hiring choice. Set a vision with a number and a timeline. When all three are real and repeated across team interactions, they become a decision-making system.
01/29/2024 · 5 min read
Insurance sales fundamentals beat tech stacks when accountability is built into the system. Bill Eggert's Green Sheets framework worked because a daily paper review forced follow-through. Run a weekly top-20 pipeline review on every producer and measure the conversion change.
01/24/2024 · 6 min read
Insurance agents build referrals by engineering identity into the client experience, holding brand discipline on partnerships and hires, and documenting processes before scale. Clients refer who they think you are, not what you sell. Authentic partnerships outperform celebrity endorsements every time.
01/22/2024 · 5 min read
Alejandro, Laura, and NFL legend Fred Taylor built the Mushroom Coffee Company by choosing an exact customer before any marketing, treating the celebrity partnership as a real mission stake, educating buyers into advocates, and documenting process discipline before launch. Insurance agencies use the same playbook.
01/17/2024 · 5 min read
Digital alignment runs on three layers, in order: team alignment first, then client experience, then data flow. Process before platform, always. Before buying any tool, write the workflow it serves in one paragraph. If you can't, the tool is a dependency, not a solution.
01/15/2024 · 5 min read
Digital relevance is an ongoing practice, not a destination. Agencies survive change by treating connectivity as a survival requirement: every team member, client touchpoint, and system stays aligned in real time. Audit your formation by mapping one client journey end to end.
01/10/2024 · 6 min read
Decide remote vs. in-office on four variables: per-producer performance data, the nature of the role, your management infrastructure (outcome metrics, weekly cadence, comms), and the career stage of the team. Ideology is not a framework.
01/08/2024 · 6 min read
Traditional agency bonus programs produce a short spike and a long-term entitlement problem. Sustained producer motivation runs on three intrinsic drivers: autonomy over how they work, genuine skill development, and visible purpose. A real-time activity leaderboard and specific public recognition outperform cash bonuses at nearly every commission level.
01/03/2024 · 6 min read
The agencies that lead through InsurTech change share three internal practices: active curiosity about trends outside insurance, a discipline of running small contained experiments before big bets, and hiring for learning orientation alongside technical knowledge. The tools keep changing. The mindset that navigates them does not.
12/27/2023 · 6 min read
Build accountability into a flexible insurance agency by managing outcomes, not hours: clear production and service metrics, a predictable meeting cadence, written decision logs, explicit recognition rituals, and a quarterly in-person team gathering. The accountability is what makes the flexibility work.
12/20/2023 · 6 min read
Rigid insurance agency workplaces lose the talent war because mandatory office hours read as distrust to professionals who proved during 2020-2022 they could produce remotely. Eric Yaverbaum says flexibility paired with real outcome accountability beats compensation as a recruiting differentiator.
12/18/2023 · 6 min read
Build an innovation culture by creating active curiosity (not just psychological safety), running monthly idea sessions, keeping an actively maintained idea pool, inviting outsider perspectives, and asking curious questions before evaluating any undeveloped idea your team brings.
12/13/2023 · 6 min read
Get more breakthroughs in your agency by generating volume of ideas, not quality of ideas. Run a 60-minute team session targeting 30 ideas before any evaluation, track your personal ideaflow for two weeks, and protect one hour weekly for exploratory questions about your business.
12/04/2023 · 6 min read
A remote insurance agency only works when the management model changes, not just the location. Kathleen Quinn Votaw lays out the meeting cadence, documented role expectations, outcome-based performance management, and tool stack that have to be in place before you flip to distributed work.
