4 posts found
12/02/2020 · 7 min read
Open a new insurance agency the right way by making your first hire a CSR before you feel ready, documenting your top ten tasks with written steps and Loom videos before onboarding, picking one or two lead channels and going deep, and reviewing weekly production metrics with discipline.
11/30/2020 · 7 min read
Open a new insurance agency the right way by building four things before you write a single policy: a monthly break-even number, a defined target market that drives carrier selection, a configured CRM, and a lead follow-up system. Then write yourself a month-six letter.
04/06/2020 · 6 min read
Becky Isbell is building a Goosehead franchise in Killeen, TX, a transient military market around Fort Hood. The new-agent survival formula: measure controllable activity inputs (not outcomes), embed in the local military community, and ask for mentorship before you need it.
01/20/2020 · 7 min read
Bill Cline survived year one of agency ownership by accepting the valley (months 4-8) as a feature, banking 12 months of personal living expenses on top of business capital, outworking larger agencies on response time, and investing in community presence before digital spend. Track warm-market vs cold-market close rates separately.