Let's Launch Your Agency To The Next Level

Build the SYSTEMS today to create FREEDOM for tomorrow.

Actionable Training

Information and resources that will help you start writing policies today!


Access the daily, weekly, & monthly trackers you'll need to develop a consistent & successful practice.


Learn from someone who is not only teaching the process, but implementing it on a daily basis as well.

Content + Coaching Training




Why Choose AgencyLaunch?

I have made the mistakes and learned the costly lessons so you don’t have to!

I’m ready to share everything I have learned that has turned my agency into an award-winning and rewarding practice.

Delegation Task Ideas (List)

Here's a list of tasks to consider delegating to your team:

  1. Bank deposits
  2. Checking voice mail
  3. Checking staff email
  4. Loading up new emails into automated email campaigns (new business or new claims)
  5. Sending out binders as needed
  6. Following up on office texts
  7. Converting policies
  8. Taking payments
  9. Assisting clients with filing claims
  10. Calling service centers to find out information for you
  11. Canceling policies 
  12. Canceling policies from other agencies and confirming receipt of cancellation
  13. Quoting business for you to sell
  14. Documenting all conversations inside your customer management system
  15. Offering reviews to all clients who call in and scheduling for you
  16. Assisting you with any cross-sell marketing campaigns you are running.  Example- sending out email (or mail) in regards to umbrella or life policies.