6 posts found
08/16/2023 · 5 min read
Chaos in an insurance agency is rarely a people problem. It is usually a process problem. Defined, documented processes eliminate the ambiguity that creates drama and prevent the inefficiency that caps growth.
12/24/2021 · 4 min read
Step 2 of the Six Step Success framework: build documented systems for onboarding, service, renewals, and lead follow-up. Systems break the owner-bandwidth ceiling and let the agency deliver consistent results without the owner inside every transaction.
10/30/2021 · 5 min read
Laura Harris's framework: surrender control to documented processes, redefine winning to include team health and business value (not just revenue), and treat your process library as the one asset competitors cannot copy. Build one process, run it 30 days, refine, repeat.
10/30/2021 · 6 min read
Documented agency processes drive profitability through four mechanisms: lower error cost, faster onboarding, scalable service quality, and recovered owner time. Start with the highest-frequency transactions (quoting, binding, renewals, claims), write the steps, have someone else test them, then iterate on a quarterly review cadence.
04/24/2020 · 6 min read
The Ramiz Hakim playbook runs in three steps in this exact order: document your process first, apply that process to a specific niche, then scale. Skip step one and the niche stalls. Skip step two and the process serves nobody well.
08/19/2019 · 6 min read
Laura Harris built an agency that runs 30 days without her by documenting every process before delegating, surrendering the outcome but not the standard, measuring process adherence (not just revenue), and building cross-training redundancy. Train your team on the system, not on how you do it.