The Agent Leader Podcast

Roger Sitkins, an expert in insurance agency management, delves into enhancing service capacity through strategic insights. He emphasizes the significance of understanding key performance indicators and how knowing your numbers can lead to greater efficiency. The discussion also touches on leveraging technology to improve client relationships and streamline operations. Sitkins advocates for focusing on high-value accounts and highlights the role of automation in maximizing agency performance, offering actionable strategies for growth.

Roger Sitkins comes back as Brent's guest for a 2-Part series about Sales and Service Capacity. In this first part, our coaches tackle the topics that can help you increase, and improve, your sales capacity. Get ready to take notes on agency valuation, how to invest in your agency, and examples of what independent insurance agencies have done, can do, and should do to help improve their sales capacity. Stay tuned next week for Part Two of this series, focused on Service Capacity. To learn more about our Membership Experience, visit www.sitkins.com/experience To read the transcript or watch the video recording of this episode, visit https://www.sitkins.com/blog/the-impact-of-your-capacity

Dive into the 4M's of sales leadership! Discover how to model the right behaviors, motivate your team with understanding, and mentor effectively for deeper connections. Learn the art of multiplying your efforts by investing in your people and watching them thrive. This insightful discussion emphasizes fostering a culture of growth and improvement within your insurance agency. Get ready to unlock your capacity for greater success!

This is the first in a series about agency capacity. There's a lot that goes into that, and a lot to discuss, from leadership capacity, sales capacity, service capacity, and what all that means for your agency in terms of results, processes, systems, and pretty much everything you can think of. How can you gain clarity on your leadership capacity? Start by asking yourself these three questions: What must I change to stop trying to have it all? What "good" things can I stop doing, in order to do the best things? What must I do to become more proactive, and less reactive? To learn more about our private client network, visit sitkins.com/experience To watch the video or read the transcript, visit sitkins.com/blog/three-questions-for-leadership-clarity

Let's talk about five reasons why your agency doesn't need a coach in this episode of The Agent Leader podcast. Now obviously this title shouldn't be taken seriously, and be taken as more of a challenge to you as an insurance agency leader. Are you willing to work with others to develop and improve yourself and your team? After all, no one ever accomplished something great, alone. So let's dive into these five reasons why you wouldn't need to be striving for the best version possible of you or your agency.   You’re immune to the outside forces in the world You’re waiting to sell out You believe that your team is not worth investing in You are the competition that is feared in your marketplace You’re getting incredible results If you’re ready to grow your agency and want to learn more about how we work with agencies, visit sitkins.com/experience

What are the two vital questions that every sales leader should be able to ask, and of course, get answers to? As an agency leader or as a producer, it's important to hear this message so you can develop your own personal accountability in becoming a great sales professional. It’s all about how you can Define, Document, and Deliver within your agency. As Brent says, it’s really hard to manage air – if nothing has been defined or documented, it cant be delivered. Get ready to add these two simple but powerful questions to your leadership repertoire: “I thought we agreed on.” “Help me understand…” To learn more about our network of growth-minded agencies, visit sitkins.com/experience To read the transcript or watch the video recording of this episode, visit https://www.sitkins.com/blog/two-vital-questions-for-sales-leaders

Brent Kelly starts this episode off with a challenge to insurance professionals - how many of the things that you can control are you truly in control of? How much of your time, energy, and effort is lived with intention, intentionality, versus accidental and reactive? With that in mind, Brent goes through three areas where you can be more intentional to become your best version possible. Be Intentional with your communication Be intentional with your calendar Be intentional with your commitments Listen in for specific examples for each of these three areas of intentionality and some impressive stats from our member agencies – including an 80% growth rate! To learn more about our network of growth-minded agencies, visit sitkins.com/experience To read the transcript or watch the video recording of this episode, visit sitkins.com/blog/intentionality

Brent talks you, the agency leader, through beliefs that are holding you or your agency back in this episode of The Agent Leader podcast. Get ready to discuss seven beliefs that could be holding you back from the true results you want in your agency: Your past is better than your future Fitting in is better than becoming world class We replicate vs. revise We can’t write larger accounts We can’t work on referrals only We can’t really differentiate  We’re done learning, expanding, and growing. If you’re ready to break through these belief barriers and become your Best Version Possible, visit www.sitkins.com/experience to learn more about our network of growth-minded agencies. To read the transcript or view the video recording of this episode, www.sitkins.com/blog/seven-beliefs-holding-you-back

Brent shares some solo thoughts on a really important topic today - your agency's culture.  What is a culture of excellence? What does a culture of excellence mean to you as an agent leader, to your agency, your team, your clients, and your community? You name it. It's all about a culture of excellence. So let's go deeper in this idea of what excellence means to you and having the ultimate competitive advantage.  Listen as Brent shares some heartfelt clues to success on becoming the competition that is feared, never losing to someone who is more prepared than you, and personal accountability in this episode of The Agent Leader podcast.  To read the transcript or watch the video recording, visit www.sitkins.com/blog/culture-of-excellence To learn more about our client group, visit www.sitkins.com/experience

Mary Savage, Director of Marketing at UNICO Group, joins Brent to share her experience in agency development and growth through marketing. Listen in for a great perspective on agency challenges from the marketing side, including how Mary's team builds relationships with their advisors so that they're seen as a trusted team member, and not as a service center. Using our Risk Concierge Program, UNICO's marketing team branded a sales playbook that has helped their producers, and agency, grow and succeed together. Get great tips to independent insurance agency success, and a little basketball talk, on this episode of The Agent Leader. To learn more about our membership group, visit https://www.sitkins.com/experience