The Agent Leader Podcast

What’s the plan for your insurance agency? You’ve heard us say it before, but the #1 job of an agency leader is to develop their people. Now knowing that’s your #1 priority, what’s your plan for actually doing it? Brent will talk you through the importance of having a plan, and then some ideas of what you could do to expedite developing a plan. You know that good is simply not good enough for your team, now it’s time to take action on it. If you’re ready to get a solid plan in place for your insurance agency, visit www.sitkins.com/experience to learn more about how we help agencies To order your copy of Best Version Possible, visit www.sitkins.com/bvp To read the transcript or watch the video of this episode, visit https://www.sitkins.com/blog/whats-the-plan-for-your-agency

Roger Sitkins is back for this episode of The Agent Leader to go over the Best Practices Study from Reagan Consulting. This yearly Best Practices study provides a lot of great knowledge and information, so we brought Roger on to get his reaction to it all. We'll discuss what the information means to you as an agency leader, and your agency. How do you digest this information? What are some things that will help move your agency forward to become that Best Version Possible?  As we go through the critical issues and opportunities facing agencies, you'll see it all comes down to the big three - Leadership, Culture, and People. To order your copy of Best Version Possible, visit www.sitkins.com/bvp To read the transcript or watch the video of this episode, visit www.sitkins.com/blog/best-practices-for-insurance-agencies

There's four areas to focus on that will make a huge impact in your agency. Want to hear what they are? Brent takes all the lessons that we talk about, everything we've learned from 40-plus years in the industry and combines those into four practical areas to focus on in your agency. Listen in for why these four traps are so important, why agencies get hung up on them, examples of success, and failures.  Walk away with the knowledge of what falling into these four traps can cost you, and also some things that you can begin to implement and gain by doing so. To read the transcript or watch the video of this episode, visit https://www.sitkins.com/blog/four-traps-to-success  To order your copy of Best Version Possible, visit www.sitkins.com/bvp 

What does the Agency Leadership Institute and planning a 40th birthday party have in common?   Brent just experienced both events in one week, and found 3 lessons along the way that agency leaders can take away.    You've got to  Share your Vision Empower and Equip Your Team Constantly Improve To read the transcript or watch the video of this episode, visit https://www.sitkins.com/blog/empower-equip-and-improve-lessons-for-agency-leadership-institute To order your copy of Best Version Possible, visit www.sitkins.com/bvp 

Ryan Teubner, a producer at Rich & Cartmill, Inc., shares his journey through the independent insurance landscape. He opens up about balancing family life and career, emphasizing the need for clear communication and presence. Ryan discusses the art of building relationships, asserting that networking often trumps luck. He reveals insights on overcoming fear through preparation and encourages listeners to embrace the journey towards success. With a sprinkle of storytelling, he offers practical advice for aspiring agents.

Rick Fox, Head of Agency Sales for Vertafore, joins Brent to talk about how agencies can leverage the power of technology for relationship building with their clients. Listen in for tips on how to: - Get the best bang for your buck when your agency eventually gets acquired - Give staff 30% to 40% more time back, so they can go build more loyal customers - Making tech scalable for your agency - Making your agency more attractive to clients and future employees - Build a user experience that is modern and will scale to whatever happens in the future. Let's gain efficiency and give back more time to your team to go build loyal relationships with Rick Fox, now. To read the transcript of this episode, visit https://www.sitkins.com/blog/building-effective-relationships-with-tech-interview-with-rick-fox-of-vertafore To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To learn more about our sponsor, visit www.roughnotes.com

The final episode in our 8-Part series of "Clicks", or breakthroughs, for insurance professionals is all about Leadership. As John Maxwell says, “Everything rises and falls on leadership.” We see this is true in all the independent insurance agencies we work with. The #1 job of any leader is to improve their people. If leading your people is your job, and your people are your agency’s best assets, why aren’t you doing more to invest in them and their skills? Brent and Roger talk through perpetuation and how agency leaders can make decisions with intention to lead their agency to more success. To read the transcript of this episode, visit https://www.sitkins.com/blog/click-8-leadership To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com

Click #7 of our 8-part series of "Clicks", or breakthroughs, for insurance professionals is all about moving from Winging It, to having a Proven Process. During this Click, we focus on getting your agency set up with a proven playbook now, so you don’t have regrets later. After all, Yesterday becomes tomorrow unless you do something different today. To read the transcript of this episode, visit https://www.sitkins.com/blog/winging-it-vs-proven-processes-click-7 To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com

Click #6 of our 8-part series of "Clicks", or breakthroughs, for insurance professionals is all about moving from being Generic to Indispensible. During this Click, you're going to discover little things you can do quickly to establish your agency as unique and indispensable. A lot of agencies have different tools and resources. The question is, how many of them are actually using them? Listen in to how one agency found success by doing the opposite of every other indpendent insurance agency, and how another is on their third year in a row of a million in revenue on BORs alone! To read the transcript of this episode, visit https://www.sitkins.com/blog/click-6-generic-to-indispensable To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com

Click #5 of our 8-part series of "Clicks", or breakthroughs, for insurance professionals is all about moving from the Trivial Many to the Vital Few. Do you want more things to do in your agency? Probably not! Our goal is not to give you more things to do. It's to help you focus on the right things, the most important things, and to do those things more often and with more intention. As an agency leader, you’ve got to understand the concept of what must be simplified so that you can focus on what really matters to gain momentum. To read the transcript of this episode, visit www.sitkins.com/blog/click-5-trivial-many-to-vital-few To order a copy of our book, Best Version Possible, visit www.sitkins.com/bvp To watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip To learn more about our sponsor, visit www.roughnotes.com