The Agent Leader Podcast

Brent Kelly--The Agent Leader Podcast
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Dec 19, 2023 • 36min

Mastering Cohort Management: Insights from Insurance Pro Kari Glennon

Join us as we dive deep into the inspiring journey of insurance industry veteran, Kari Glennon. Brent and Kari discuss her background and experiences in the insurance industry, as well as some of the key challenges and successes she has witnessed. Kari emphasizes the importance of accountability in agency leadership and suggests using cohort management to tailor support and resources to individual producers based on their needs and goals. With highlights on perpetuation, the 80/20 rule and the value of going with your gut instinct in decision-making, Kari's insights provide valuable advice for agency leaders looking to improve their operations and achieve success. Tune in for a dose of inspiration and professional wisdom from the inspiring Kari Glennon. If you're ready to grow your agency, visit www.sitkins.com to find out more about our programs.
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Dec 7, 2023 • 31min

Don't Be Afraid to Be Great with Jim Koster of TRICOR

In this episode, host Brent Kelly interviews Jim Koster, the Vice President of Sales for Property & Casualty at TRICOR Insurance to discuss the challenges and successes of building a growth-oriented agency culture. Jim emphasizes the importance of finding quality producer candidates, and investing in training and development to ensure their success. He also highlights TRICOR's success in implementing high-performance teams and the Green Zone approach, which has led to improved relationships, high retention rates, and organic growth. In the end, Jim advises listeners not to be afraid to be great and to focus on mastering the basics consistently and exceptionally well. If you want to join TRICOR's journey towards becoming their best version possible, visit www.sitkins.com/fasttrack.
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Nov 24, 2023 • 33min

World Class Leadership Produces World Class Results with Chet Rhoads of HUB

In this episode of the Agent Leader podcast, host Brent Kelly interviews Chet Rhoads, president and CEO of HUB Three Rivers. Chet discusses how his leadership tactics have helped double the size of their agency while maintaining a great culture. Listen in for highlights on organic growth, the significance of role-playing, and executing the right behaviors to further your career in the insurance industry. If you want to get great results for your agency like Chet, visit sitkins.com/fasttrack to learn more about our programs.
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Nov 16, 2023 • 41min

Planning Agency Growth with Harrison Brooks of Reagan Consulting

In this episode Brent Kelly interviews Harrison Brooks, a partner and consultant at Reagan Consulting, to discuss the growth and challenges faced by independent insurance agencies. Harrison shares success stories of agencies that have grown their revenue and offers advice on how to compete in the current marketplace. Harrison emphasizes the importance of being creative, equipping employees with the right questions to ask, offering more than just economics to retain talent, and institutionalizing the business to create a unique client experience. Harrison concludes by highlighting the significance of investing in unvalidated producers, and encourages agencies to benchmark themselves against top performers in the industry. To learn more about Reagan Consulting, reach out to Harrison Brooks at harrison@reaganconsulting.com To learn more about our Fast Track program, visit www.sitkins.com/fasttrack Visit our sponsor, The Rough Notes Company.
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Nov 9, 2023 • 33min

Be Like Mike Malinowski of EHD Insurance Agency

In this episode of the Agent Leader podcast, Brent Kelly interviews Mike Malinowski, the president and CEO of EHD Insurance. Mike and Brent dive into the challenges and successes of running a successful insurance agency, with highlights including: the importance of developing a sales culture within the agency the benefits of creating a separate business unit for smaller accounts. the value of continuous learning and personal development for insurance professionals. Listen in for tips on the importance of leadership, culture, and ongoing education in the insurance industry. If you want to Be Like Mike and get outstanding results in your independent insurance agency, visit www.sitkins.com/fasttrack To watch the video recording of this episode or read the full transcript, visit www.sitkins.com/blog/be-like-mike-malinowski-of-ehd-insurance-agency
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Nov 2, 2023 • 25min

A Holistic Approach to Growth with Jim Welsh of WIS&G Insurance Agency

In this episode of the Agent Leader podcast, Brent Kelly interviews Jim Welsh, the CFO of Winton-Ireland, Strom & Green (WIS&G), a California-based insurance agency. Jim Welsh shares his experience so far working with the Sitkins Group to improve their agency's performance, especially finding value in the holistic approach of our training programs. Get ready to hear how identifying and leveraging their points of differentiation and deepening their relationships with clients through community-oriented events has become part of the culture at their agency. Jim doles out advice for younger professionals on taking risks, exploring opportunities, and finding enjoyment in their work. If you want to join Jim and WIS&G in improving their growth-minded agency, visit www.sitkins.com/fasttrack to find out more about our 90-day program.
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Oct 27, 2023 • 33min

Avoiding the Four Most Dangerous Trends Impacting Your Agency in 2024

The recent Best Practices Study showed that the most critical issue facing independent insurance agencies today revolves around one thing, people. How can you find, develop, and retain the best talent?    This episode is a special replay of a Live webinar with Brent Kelly built to help show you how to: Get your sales & service teams working together; same goal, different roles. Increase productivity to get your Producers in the "green zone" at least 80% of the time. Structure your teams and processes to allow for greater capacity. Free up time for you to actually focus on your agency; not just work in your agency.   Let's face it, with the continual increase of mergers and acquisitions, and producer and team member lift-outs, the issue of people isn't going away any time soon.  Not only is this issue a consistent drain on your time, energy, and effort, but it is also costing your agency millions of dollars in agency valuation.   If you're ready to address this issue head-on, so that your agency can achieve the maximum value possible, we're ready to show you how. https://www.sitkins.com/fasttrack
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Oct 19, 2023 • 18min

This is Not an Emergency!

In this episode of the Agent Leader podcast, Brent discusses the issue of treating everything as an emergency in your insurance agency. He emphasizes that not everything is an emergency, and treating everything as such can cost the agency time, money, and create culture issues. Brent shares insights from conversations with agency leaders in our coaching programs, highlighting the importance of defining what constitutes an emergency and empowering and trusting the team to handle non-emergencies. To read the full transcript or watch the video recording of this episode, visit sitkins.com/blog/this-is-not-an-emergency To learn more about our 90-Day Fast Track program, visit https://www.sitkins.com/fasttrack
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Oct 11, 2023 • 35min

Are They Not Interested, or Are You Not Interesting?

In this episode of The Agent Leader, Brent Kelly discusses the importance of becoming more interesting in order to be more successful as a leader or professional in the insurance industry. So how do you become a more compelling and engaging communicator in order to connect with others and build relationships? As Dale Carnegie said "to be interesting, be interested." With that in mind, what is your communication growth plan? It's worth crafting one so you don't look back at a year or three years or five years and realize you haven't grown. Brent offers ideas such as open-ended questions, actively listening, and preparing for meetings and conversations to improve your interest levels. If you're ready to get your agency on the path to more success in the new year, check out our 90-day program called the Best Version Possible FastTrack, which aims to help agency leaders and their teams achieve better results. To read the transcript or watch the video recording of this episode, visit www.sitkins.com/blog/not-interested-or-are-you-not-interesting
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Sep 28, 2023 • 18min

That's Impossible, Unless...

The purpose of this episode of The Agent Leader is to challenge you and to encourage you to think bigger than you've ever thought before. As an individual, as a department, or as an entire agency,  so often we don't realize how limited our thinking really is. In fact, our limited thinking creates limited results. But, if we can think bigger, we have better behaviors, and our behaviors drive our results. Get ready to expand your thinking and realize what your "Unless" is as Brent challenges you on this episode. Referenced resources in this episode: Fast Track Training Program 10x is Easier Than 2x

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