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, actionable advice, scripts, podcast episodes for extra support and tasks you can start today to upskill you and your team.

Clear step by step best practices and action items.

There is no fat in these cards.  Just the honest and authentic advice you have come to expect from Matt.

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.