Self guided

AgencyLaunch Video Course

Get immediate access to the “Full Masterclass” library. This is the exact digital training curriculum used by top producers to move from “winging it” to running a predictable, systemized agency. What’s Included in Your $147 One-Time Investment: Complete Video Library: Deep-dive modules on Sales, Marketing, Social Media, Life Insurance, Staffing, and Retention. On-Demand Access: Watch […]

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The Momentum System (Complete Bundle)

Stop winging it. Get the exact systems and tactics used by a 20+ year top-producing agent to build a predictable, high-value agency. What’s Included in Your $197 One-Time Investment: INSTANT ACCESS: The On-Demand Video Course Complete video training modules covering Sales, Marketing, Staffing, and Retention. Lifetime access to the digital training library. Downloadable sample documents

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Momentum Cards

The Blueprint to run and scale your agency. Whether you need help with Sales, Marketing, Staffing or retention, this is your unfair advantage. Over 20 years of battle tested systems in your back pocket. The AgencyLaunch Deck is the first of its kind for insurance professionals. 48 cards which bring a unique confidence boosting toolkit,

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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.