7 posts found
01/05/2022 · 5 min read
Insurance agency goal setting works when you layer one annual anchor, quarterly milestones, and monthly process commitments, then review them on a fixed rhythm. Goals that include controllable inputs survive April. Goals built only on revenue targets rarely do.
12/31/2021 · 5 min read
Craig's 2021 year-end accounting: the podcast and cross-industry referral relationships outperformed, hiring under pressure and premature strategy pivots cost months. The 2022 fixes are structured onboarding, more protected slow-build time, and a clearer framework for when to stay in a strategy.
12/06/2021 · 5 min read
Step 6 of the framework is structural, not tactical. Run a yearly assessment on three things: owner dependency, book quality, and business direction. Fix structure before stacking growth tactics on top of a shaky foundation.
02/08/2021 · 6 min read
Prepared agencies have four structural buffers: diversified lead sources so no single channel is above 60% of new production, multiple carrier relationships, a book not dependent on any one producer, and three to six months of cash. Build them before you need them.
01/01/2021 · 7 min read
Resolutions fail because they are statements of consideration, not commitment. Replace them with a declaration: an identity statement made out loud to a specific witness, supported by non-negotiable daily behaviors and a monthly review cadence. Identity-based commitments survive when motivation does not.
12/25/2020 · 6 min read
Run a year-end agency playbook audit before January 1: source every new account from this year, name your cancellation reasons (not just rates), define your best client specifically, copy what your top producer does, and pick three broken systems to fix before the new year starts.
01/01/2020 · 7 min read
Resolutions fail because they are wishes without structure. About 80% are dead by mid-February. Replace them with an honest audit, three specific targets, 90-day sprints, a weekly scoreboard, and an external accountability partner. That is the revolution that produces a different year.