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 at your own pace, on your own schedule.
  • Lifetime Updates: As we refine our digital tactics, you get the upgrades.
  • Digital Tools: Downloadable frameworks and documents to implement immediately.

Note: This is a digital-only product. No physical deck is included.

Satisfaction Guarantee

Our goal is to provide you the value you need to excel.  If you feel that we have missed the mark, we will absolutely make it right!

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.