The Agent Leader Podcast

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 watch our movie explaining the Sitkins Process, visit www.sitkins.com/vip 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

Click #4 of our 8-part series of "Clicks", or breakthroughs, for insurance professionals is all about moving from Renewals to Referrals. On average, about 90% of clients renew with insurance agencies. That's pretty great when nine out of 10 people are going to pay you money next year. The bad news is that less than 10% of those same people will refer another client to your agency. So 90% + renew, less than 10% on average refer. Let's dive deep into how to fix this in your insurance agency and start operating off the mantra “Every client from a referral, and a referral from every client.” To read the transcript of this episode, visit https://www.sitkins.com/blog/referrals-vs-renewals 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 #3 of our 8-part series of "Clicks", or breakthroughs, for insurance professionals is all about Activity vs. Results. Are you running an activity-based agency that celebrates being busy, or are you a results-based agency that actually gets important stuff done? Roger and Brent talk agency leaders and producers through Red Flags and Traps in your agency, and how to fix them, in this "Click". To read the transcript of this episode, visit https://www.sitkins.com/blog/activity-vs-results-click-3 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 #2 of our 8-part series of "Clicks", or breakthroughs, for insurance professionals is all about Teams and realizing you can't do it all alone. You can try to go it alone as an agency leader, or you can build a team and equip and empower a team around you. Listen in as Brent and Roger share clues to this Click for agency leaders and producers focused on: • The Green Zone • Me, Inc and We, Inc • The Curse of SAKU • High Performance Teams • Referrals To read the transcript of this episode, visit https://www.sitkins.com/blog/teams-click-2 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

#1 of our new 8-part series of "Clicks". What are these clicks for insurance professionals? They could be breakthroughs, busting through a plateau, or it's a mindset shift. We're talking about when you begin to do things at a different level to get the results that maybe you didn't even think were possible prior to that "click." Through the summer, Roger and Brent are going to share some of the clicks to help you and your agency get out of the familiar plateaus. This first Click is truly a mindset shift. It's moving from small thinking to true higher-level thinking and what that can do for your career. Listen in as Roger shares the story of how one client's click helped him create over $6 million of commission income on his personal book of business, plus more clues to success on this episode of The Agent Leader podcast. To read the transcript of this episode, visit https://www.sitkins.com/blog/small-thinking-click-1 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

Do you want to avoid the stinky commission breath? If you want to stand out, you want to become the point of comparison in your marketplace, then this episode of The Agent Leader is for you. Brent goes over what it means to have commission breath, and three areas that you as an agency, as a producer, can work on to develop, to make sure that you truly are standing out and not having commission breath. To read the transcript of this episode, visit https://www.sitkins.com/blog/avoiding-commission-breath 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

Producer Jeff Jones of IOA joins Brent to discuss his clues to success with a multi-million dollar book of business. Listen in as Jeff discusses what he believes in the cholesterol of every agency or producer, and how you can avoid it. From his version of the 80/20 rule, to helping his clients move forward while striving for his own personal best version possible, there's plenty to pick up on from Jeff in this episode of The Agent Leader. To read the transcript of this episode, visit https://www.sitkins.com/blog/agency-cholesterol 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

Long time client and friend Mark Carlson of T. Charles Wilson joins us today to talk about how his Expertise has brought a level of Ease to his niche. Learn from Mark's experience as an independent insurance agency owner and producer as he shares keen insight. If you want to learn about how to produce more business, and some of the challenges and successes that agency leaders go through, this conversation is for you. To read the transcript of this episode, visit https://www.sitkins.com/blog/ease-with-expertise 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

Brad Rutt of HUB International joins us for a great conversation on being Deliberate, while also being Patient on his path to success as an insurance producer. Get ready to take notes as Brad shares his story of transitioning from a lawyer to a producer specializing in the cannabis industry, clues to his seven-figure new revenue year last year, and examples of things he'll never do again on sales calls. To read the transcript of this episode, visit www.sitkins.com/blog/deliberate-growth-with-bradley-rutt 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

Million dollar-plus Producer Barbara Galgiani joins us to talk about transitioning from a CSR to a producer on this episode of The Agent Leader podcast. Pick up tips to Barbara's success as she hustles hard to reach her new goal of doubling her million dollar status. We continuously talk to producers about owning a certain part of the marketplace, and that's just what Barbara has done. Success leaves clues – find a niche. To read the transcript of this episode, visit www.sitkins.com/blog/niche-to-succeed 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

Get ready to take notes, we've got a new type of guest on today. Curt Vondrasek, EVP of Member Leadership Engagement of the ISU Network, joins Brent to share how he helps agencies create greater value in their network. ISU Network is the second largest in the country, with an average agency size of $3.5 million in revenue, and they're focused on growth. Curt discusses how he works with the agency owners on everything from perpetuation to organic growth to training programs like ours. Pick up Curt's clues to agency success, along with the biggest challenges and opportunities he sees in independent agencies today, on this episode of The Agent Leader podcast. To read the transcript of this episode, visit www.sitkins.com/blog/value-creation 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

"When you invest in yourself, when you try to surround yourself with the best, success is imminent - but it is not easy." Get ready for a great conversation with Steve Woodward, Senior VP of Employee Benefits at HUB International. Steve talks with Brent about how investing in himself helped him land the best account of his career, along with challenges and wisdom he's picked up along the way. Steve isn't done yet Learning More and Listening More, and if you as a listener are wise, you'll take his advice to focus on improving yourself as well. 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

Brent's bringing some of the key learnings that he's taking away from recent industry events and sharing them on the podcast today. It all comes down to four areas where agencies can get complacent, and what happens when they do: - Alignment - Green Zone - Retention and Referrals - Obtain As you listen today, challenge yourself, ask yourself, “Why am I settling? Why am I saying good is good enough? Why am I holding myself back, my team back, my clients back from a greater opportunity.” 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

This episode of the Agent Leader podcast features three independent agency leaders in a panel discussion during our recent ProFit Networking event. Mike Malinowski, Dan Elliott and Todd Lykke join Brent to discuss not just agency success, but how they had to get uncomfortable with change to achieve their successes. From celebrating their best quarter in new business sales ever, to advice they'd give their younger selves, listen in for clues to these Sitkins Network members' success. If you want to network with great agencies and leaders like these, visit www.sitkins.com to learn more about our programs. or to Book a Call visit https://www.sitkins.com/bookacall To order a copy of our Best Version Possible book, visit www.sitkins.com/bvp

He's a newer producer blazing his path to success by being prepared. Listen in as Toye Oshoniyi from Dominion Risk Advisors drops clues to his early success in the P&C world, with a focus on three crucial things: - Asking the right questions - Removing one word from his vocabulary - Being prepared If you're ready to gain the unfair advantage over your competitors like Toye by attending ProducerFit, visit https://www.sitkins.com/profit To order a copy of our book, visit www.sitkins.com/bvp Watch our documentary for agency leaders www.sitkins.com/vip #InsuranceSales #InsuranceAgent #SitkinsistheSolution #InsuranceTraining

"You're choosing your lifestyle with the actions you take every day." Wise words from our guest and agency owner, Kevin Charleston, of Specialty Risk. Kevin drops tons of clues to his agency's success in this episode that you'll want to replicate. Listen in as he talks about - Choosing a niche and focusing on the right types of accounts - Getting buy in from your team - Putting a focus on your people - and more ways they're running a successful agency that doubles premiums every two and a half years. Get ready for an inspiring conversation from a great agency leader, now. To get results like Specialty Risk is, visit https://www.sitkins.com/ To order a copy of our book, visit www.sitkins.com/bvp Watch our documentary for agency leaders www.sitkins.com/vip

It's OK to be challenged - wise words from a great agency leader, Jeff Kirk or Dostal & Kirk agency in Ohio. Jeff talks about the challenges he faces in leading and growing his agency, his personal life, and how he's never stopped learning after 41 years in the insurance industry. Listen in for great pieces of advice any size agency leader can learn from on this episode of The Agent Leader. To get your agency great results like Jeff's agency, visit www.sitkins.com to learn more about our programs. To order a copy of our book, visit www.sitkins.com/bvp Watch our documentary for agency leaders www.sitkins.com/vip

This episode is all about Communication and Consistency, with commercial sales manager Tim Hrehor of First Citizens joining Brent. Tim talks about how their independent insurance agency is finding success that they can replicate, working with ideal clients, and seeing growth by staying focused. Listen in for shared stories of success, struggles in the agency, and more great advice on The Agent Leader podcast, now. To get your agency great results like Tim's agency is, visit www.sitkins.com to learn more about our programs. To order a copy of our book, visit www.sitkins.com/bvp

Brent is joined by sales leader Shane Ideus of UNICO Group for this episode of The Agent Leader. Shane shares their agency's key successes of growing to $30 million in revenue, and how they're keeping their team in a growth mindset. If you're looking for tips on gaining Clarity in your agency, and how to perpetuate growth, listen in, Shane's sharing wisdom. If you're ready to get great results like Shane and UNICO Group, visit www.sitkins.com to learn more. To order a copy of our new book, Best Version Possible, visit www.sitkins.com/bvp

Brent is joined by Dan Elliott, Vice President at Diebold Insurance Agency, for this episode. Reflection turns experience into insight, and Dan discusses lessons he's learned while taking over the family agency, struggles, and successes they've dealt with. As Dan wisely states, you never know everything, and should never be done learning. So, are you done yet? If you're ready to get great results like Dan's agency, visit www.sitkins.com to learn more. To order a copy of our new book, Best Version Possible, visit www.sitkins.com/bvp

Brent's talking straight to you, Sales Leaders, in this episode of The Agent Leader podcast. This is a holistic message for the sales leaders in the agency, and others as well, focused on the Three C's - clarity, consistency, commitment. It's something that we talk about frequently and to go back to the very root cause of the clarity, consistency, commitment is a conversation that Brent had with Roger Sitkins almost five years ago now. Every successful producer, agency, and sales leader have Clarity - they know where they want to go and have a plan to get there. Consistency - They understand that there's just a few things you have to do really well, not everything. Commitment - to themselves, their agency, clients, and community. To learn more about our new book, Best Version Possible, visit www.sitkins.com/bvp To watch our documentary for independent insurance agencies, visit www.sitkins.com/vip

Our book, Best Version Possible, is finally out! In this episode, Roger joins Brent to explain the purpose and passion behind our recent projects, and what is it going to mean for you, the independent insurance agency owner. So, to help agency owners get to their ultimate freedom, we've turned this into a process. There's an actual process of a best version possible. It's simple, but not easy. There's four basic steps to your BVP that most agencies aren't committed to really understanding, or being aware of going deep in these areas: Alignment – clear vision of the same goal, different roles. Green Zone – Producer focused on the four key money-making activities Retaining at a Higher Level Obtain Future Ideal Clients Notice we don't get into a whole bunch of new selling activities until we get aligned, until we get our time spent selling - our green zone - where it needs to be, where we're taking care of our best customers. To order your copy of our book, visit www.sitkins.com/bvp To view our new documentary for independent insurance agencies, visit www.sitkins.com/vip

Dr. Travis Parry joins Brent for this episode of The Agent Leader to talk about 3 Myths of Achieving Balance. Listen in to find out if you're falling victim to any of these myths that are blocking you from achieving balance in your career and life. To learn more about the Achieving Balance book, visit https://www.travisparry.com/book If you're ready to get great results for your insurance agency, visit www.sitkins.com Best Version Possible Book available to order now! https://www.sitkins.com/bvp #InsuranceSales #InsuranceAgent #SitkinsistheSolution #InsuranceTraining Need total agency training? The Sitkins Group, Inc coaches offer dynamic training programs, both online and in-person, for independent insurance agencies. Learn more about our All-Inclusive agency training programs for producers, agency owners and account managers here: www.sitkins.com/programs To learn more about our producer sales course: www.sitkins.com/profit Want to see all of the events we have coming up? www.sitkins.com/eventcalendar Subscribe to our YouTube channel: www.youtube.com/c/Sitkinselect Listen to the Agent Leader podcast: www.sitkins.com/podcast

Brent and Roger do a year-end review of what they've learned in 2021 and what they think lies ahead for the insurance industry in 2022. As insurance consultants, we always say Success Leaves Clues, so listen in as our coaches answer: - What did you personally learn most this year as a coach to independent insurance agencies? - What areas did agencies find the most success? - What mistakes we continue to see agencies make. - What does 2022 look like for independent insurance agencies? If you're ready to get great results for your insurance agency in 2022 and beyond, visit www.sitkins.com #InsuranceSales #InsuranceAgent #SitkinsistheSolution #InsuranceTraining Need total agency training? The Sitkins Group, Inc coaches offer dynamic training programs, both online and in-person, for independent insurance agencies. Learn more about our All-Inclusive agency training programs for producers, agency owners and account managers here: www.sitkins.com/programs To learn more about our producer sales course: www.sitkins.com/profit Want to see all of the events we have coming up? www.sitkins.com/eventcalendar Subscribe to our YouTube channel: www.youtube.com/c/Sitkinselect Listen to the Agent Leader podcast: www.sitkins.com/podcast

We've hit the end of the year, now it's time to Slow Down in order to Speed Up for the new year ahead. In this episode of The Agent Leader, Brent shares five ways you can slow down to reach your Best Version Possible. 1- Reflection 2- Scheduling 3- Asking Yourself Questions 4- Stop Lying to Yourself 5- Filter down to One Thing If you're ready to get great results for your insurance agency and go through a 90-day Deep Dive with our coaches, visit www.sitkins.com/aim #InsuranceSales #InsuranceAgent #SitkinsistheSolution #InsuranceTraining Need total agency training? The Sitkins Group, Inc coaches offer dynamic training programs, both online and in-person, for independent insurance agencies. Learn more about our All-Inclusive agency training programs for producers, agency owners and account managers here: www.sitkins.com/programs To learn more about our producer sales course: www.sitkins.com/profit Want to see all of the events we have coming up? www.sitkins.com/eventcalendar Subscribe to our YouTube channel: www.youtube.com/c/Sitkinselect Listen to the Agent Leader podcast: www.sitkins.com/podcast

Brent is joined by Roger Sitkins on this episode of The Agent Leader to discuss great lessons from little league - 10 Things That Require Zero Talent. Listen in to hear how these core 10 are crucial to success in the independent insurance world: 1 - Being on Time 2 - Work Ethic 3 - Effort 4 - Body Language 5 - Energy 6 - Attitude 7 - Passion 8 - Being Coachable 9 - Doing Extra 10 - Being Prepared If you're ready to get great results for your insurance agency and go through a 90-day Deep Dive with our coaches, visit www.sitkins.com/aim #InsuranceSales #InsuranceAgent #SitkinsistheSolution #InsuranceTraining Need total agency training? The Sitkins Group, Inc coaches offer dynamic training programs, both online and in-person, for independent insurance agencies. Learn more about our All-Inclusive agency training programs for producers, agency owners and account managers here: www.sitkins.com/programs To learn more about our producer sales course: www.sitkins.com/profit Want to see all of the events we have coming up? www.sitkins.com/eventcalendar Subscribe to our channel: www.youtube.com/c/Sitkinselect Listen to the Agent Leader podcast: www.sitkins.com/podcast

Roger Sitkins joins Brent for another episode of The Agent Leader, focused on a great Joe Calloway quote - "Be so good at the basics that you are considered cutting edge." This idea speaks so much on everything we do at Sitkins with independent insurance agencies, focusing on consistency in the basics to build success. Listen in for a great conversation on asking for referrals, low-risk practice, having points of differentiation, and more key points of creating a true sales organization. If you're ready to get great results for your insurance agency and go through a 90-day Deep Dive with our coaches, visit www.sitkins.com/aim Joe Calloway books mentioned: Becoming a Category of One Be the Best at What Matters Most To view the video of this podcast or read the transcript: https://www.sitkins.com/blog/be-so-good-at-the-basics-that-you-re-cutting-edge #InsuranceSales #InsuranceAgent #SitkinsistheSolution #InsuranceTraining Need total agency training? The Sitkins Group, Inc coaches offer dynamic training programs, both online and in-person, for independent insurance agencies. Learn more about our All-Inclusive agency training programs for producers, agency owners and account managers here: www.sitkins.com/programs To learn more about our producer sales course: www.sitkins.com/profit Want to see all of the events we have coming up? www.sitkins.com/eventcalendar Subscribe to our channel: www.youtube.com/c/Sitkinselect Listen to the Agent Leader podcast: www.sitkins.com/podcast

Agency leader Todd Lykke joins the Agent Leader podcast to talk strategies as a true Sales Organization. Todd shares great tips on how he has grown his agency by focusing on sales and always looking for what's next. Listen in as Brent and Todd discuss mindset, strategies, and discipline that you can apply to your independent insurance agency. If you're interested in getting the same results as Todd's agency, TCL, and other member agencies, visit www.sitkins.com/aim To view the video of this podcast or read the transcript: https://www.sitkins.com/blog/mindset-strategy-and-discipline #InsuranceSales #InsuranceAgent #SitkinsistheSolution #InsuranceTraining Need total agency training? The Sitkins Group, Inc coaches offer dynamic training programs, both online and in-person, for independent insurance agencies. Learn more about our All-Inclusive agency training programs for producers, agency owners and account managers here: www.sitkins.com/programs To learn more about our producer sales course: www.sitkins.com/profit Want to see all of the events we have coming up? www.sitkins.com/eventcalendar Subscribe to our channel: www.youtube.com/c/Sitkinselect Listen to the Agent Leader podcast: www.sitkins.com/podcast

Brent is joined by Paul Corder, the Senior Director of Sales and Marketing for Peel & Holland in this episode. Paul shares some struggles, lots of successes, and core processes that are driving their success. Gain great tips from this insurance agency's experience building value and relationships with clients - and hear some great quotes along the way. If you're interested in getting the same results as Peel & Holland and other member agencies, visit www.sitkins.com/aim #InsuranceSales #InsuranceAgent #SitkinsistheSolution #InsuranceTraining Need total agency training? The Sitkins Group, Inc coaches offer dynamic training programs, both online and in-person, for independent insurance agencies. Learn more about our All-Inclusive agency training programs for producers, agency owners and account managers here: www.sitkins.com/programs To learn more about our producer sales course: www.sitkins.com/profit Want to see all of the events we have coming up? www.sitkins.com/eventcalendar Subscribe to our channel: https://www.youtube.com/c/Sitkinselect Listen to the Agent Leader podcast: www.sitkins.com/podcast

Listen in as Brent discusses how the quality of questions you ask clients, prospects, and yourself can help propel your career forward. Learn how to move from Can I, to How Can I, and finally How Will I... to make your goals a reality. Let's accelerate your success, visit www.sitkins.com/aim To learn more about our producer sales course: https://www.sitkins.com/profit Want to see all of the events we have coming up? https://www.sitkins.com/eventcalendar Subscribe to our channel: https://www.youtube.com/c/Sitkinselect Listen to the Agent Leader podcast: https://www.sitkins.com/podcast

This episode focuses on a phrase that pertains to most insurance professionals, "Do not complain about that which you tolerate." Brent goes through ways that producers, sales managers and agency leaders can all use this phrase to make improvements to their routines. Brent's challenge to all his listeners is to identify one area, whatever your agency role is, one thing that you've been complaining about too long that you're finally going to say enough is enough. Take the first step to make sure that in the future, this becomes certainly much less of an issue or a problem for you and the agency. Let us help you and connect you with other agencies, coaches, and peers that can share stories and ideas to make sure that you're compressing time. Life's too short. Let's accelerate your success, visit www.sitkins.com/aim To learn more about our producer sales course: https://www.sitkins.com/profit Want to see all of the events we have coming up? https://www.sitkins.com/eventcalendar Subscribe to our channel: https://www.youtube.com/channel/UCAFd3mDIxF2c0TPvAZb8-FQ Listen to the Agent Leader podcast: https://www.sitkins.com/podcast

Roger Sitkins joins Brent to talk about a new breakthrough for insurance agencies and producers - the true value of an appointment. Listen in as they discuss the impact an appointments value has for producers and agencies. Learn new strategies focused on TSS, Time Spent Selling, and how to get producers in the green zone doing the four key money making activities: sales, the continuation process, relationship management, and pipeline building. #InsuranceSales #InsuranceAgent #SitkinsistheSolution #InsuranceTraining Need total agency training? The Sitkins Group, Inc coaches offer dynamic training programs, both online and in-person, for independent insurance agencies. Learn more about our All-Inclusive agency training programs for producers, agency owners and account managers here: https://www.sitkins.com/aim To learn more about our producer sales course: https://www.sitkins.com/profit Want to see all of the events we have coming up? https://www.sitkins.com/eventcalendar Subscribe to our channel: https://www.youtube.com/channel/UCAFd3mDIxF2c0TPvAZb8-FQ Listen to the Agent Leader podcast: https://www.sitkins.com/podcast

"Don't lose yourself, and remember what makes you unique." Great words of advice from Kristen Schoeneberger, assistant vice president of HUB for a new episode of The Agent Leader podcast. Kristen shares her insurance sales success story of scoring two BORs before lunch time - the best excuse for being late to one of our training programs ever! - and her biggest takeaways in her first year being in the independent broker side, from challenges to key techniques and strategies. Listen in as Kristen tells how a total team sales approach has benefited her, and shares more advice for newer insurance professionals. * To learn more about our All-Inclusive agency training model, visit https://www.sitkins.com/aim * To access the agency transformation scorecard, visit https://www.sitkins.com/scorecard #insurancesales #independentinsurance #sales #bor #salestraining #insuranceproducers

Roger Sitkins joins Brent Kelly for another episode of The Agent Leader, focused on the Five Critical Mindsets of Successful Insurance Professionals. Listen in as the coaches talk through each mindset: Relationships, Productivity, Growth, Integrity and Alignment, and how they pertain to you and your career in an independent insurance agency. To access the Agency Scorecard, visit www.sitkins.com/scorecard or to learn more about our All Inclusive training programs, visit www.sitkins.com/aim

ProducerFit graduate and Risk Advisor, Joe Vens, joins Brent Kelly for this episode of The Agent Leader podcast. Joe drops great tips for younger (and experienced but still growing) insurance producers including: - "People won't care how much you know, until they know how much you care." - Having a niche separates you from 95% of your competition that identifies as more generalist type insurance agents. - How you can create impact from sharing your value proposition in a different way. - In negotiating, you're always in the best position when you're willing to walk away from an opportunity. - If you're going to have external success with clients, you've got to have internal success with your team, that you're aligned and on the same page. - "If you don't buy into a system and process, you are going to be everybody else. And if you're fine being everybody else, do that," - The best time to lose business is in the first meeting. Joe's final words for any insurance producer or risk advisor? "I would say, spend time and be intentional about, if you're starting out, what risks or what opportunities do you really enjoy spending time in? Be intentional about where you want to spend your time, and then just make the decision to specialize in that space and commit to it. Allow yourself during working/selling hours to have a focus around "where do I want to be? And how do I brand myself and market myself as somebody who is a specialist or an expert?" Maybe that will take some time, but it is true if you are focused on it to outwardly be telling people, 'I have a focus in manufacturing, I have a focus in general contractor risk. I have a focus in retail,' whatever space that you enjoy being in, make a decision that you're going to have a focus in that space." To learn more about our programs visit https://www.sitkins.com/aim To hear more episodes of The Agent Leader podcast, visit https://www.sitkins.com/podcast #insurancesales #independentinsurance #insurance #independentagents #producertraining #producertips #agencyleadership #profit #sitkinsisthesolution #salestips

What's holding you back? In Brent Kelly's most recent webinar he discusses three traps that prevent agencies from becoming their best version possible. If you're ready to transform your insurance agency without losing your sanity, listen in to the audio playback of this webinar now! To access the Agency Scorecard, visit www.sitkins.com/scorecard or, learn more about the all-inclusive model that allows your agency access to all of our training programs for CEOs, CROs, Producers and Account Managers, visit https://www.sitkins.com/aim

There is a calling in your life and in your agency to do something great. It starts by really understanding who you can be at that best version possible as a producer or agency leader. What is your Best Version Possible (BVP), and how are you going to become that? When you look at this idea of BVP professionally, and personally: How are my relationships? How are my interactions? How is the office productivity? What do my clients look like What is the culture of the agency? What's the culture of my home? When you really understand what truly is your best version possible, it can be a huge moment for you as a leader, you've just got to eliminate all the "stuff" that gets in your way. To watch the video recording of this episode or to learn more about our All-Inclusive membership training program for independent insurance agencies, go to https://www.sitkins.com/blog/committing-to-your-best-version-possible

It all starts with a decision - are you going to simply dabble in areas of your agency, or are you going to get laser-focused to achieve the results you desire? In this episode of The Agent Leader podcast, Brent Kelly discusses how insurance agency leaders can transform from a dabbler into a doer. Every insurance professional needs to make a decision somewhere along the lines of "This is who I am. This is who we're going to be. This is what it's going to look like." You need to have a compelling vision that you can work towards, and be consistent and stay accountable to it - but it all starts by making a decision. You can also visit https://www.sitkins.com/blog/doer-or-dabbler to watch the video of this podcast or read the transcript. To learn more about our programs that help insurance producers and leaders Sell More, Retain More and Earn More, visit www.sitkins.com/aim #insurancesales #insuranceagency #independentinsurance #agencygrowth

Is your insurance agency doing the limbo? In this episode Brent Kelly and Roger Sitkins discuss 3 key areas where agencies might be bending to get below the bar versus finding ways to hop over the bar and achieve excellence. To learn more about our all-inclusive training programs, visit www.sitkins.com/programs

Are you poised to make the second half of the year twice as good as your first half - what do you have to do differently to make it happen? Listen in as Brent and regular guest, Roger Sitkins, talk about how you as an agency leader or producer can Simplify and Focus to set yourself up for a great last half of the year. Visit www.sitkins.com/scorecard to get your free download on the Agency Transformation Scorecard.

One of the biggest challenges all insurance agencies face is consistent sales. In most agencies, you see the Good Quarter/Bad Quarter Cycle. A Producer prospects like crazy, starts getting sales, prospecting falls off, sales start trailing behind it, they panic and start prospecting again. It's a never-ending cycle that leads to the typical good quarter, bad quarter, good quarter, bad quarter cycle. The #1 mistake most agencies make is celebrating busy. Do you want results or do you want to be really busy? As a sales organization/Producer, you can grow at any level you want! What does a results-based agency/Producer look like? - Organic Growth increase by 63% in one year - even during COVID - 98% Effective Retention - Hitting an entire year's sales goal by the 1st quarter of the year Are you ready to be a results-based agency? Get everyone in your agency on the same page and working toward a common goal - Retaining & Obtaining Ideal Clients. Same goal, different roles! Our All-Inclusive Membership gives you unlimited access to: - ProducerFit training for your sales team - Account ManagerFit training for your service team - Chief Revenue OfficerFit training for you sales leaders - CEO Boot Camp for your management team - Monthly Sales Meeting for your sales and sales leaders - The Better Way University for your Small Commercial & PL teams - The Better Way Bi-Monthly coaching sessions for SCL & PL All for one monthly price. Plus, if you register as a result of this webinar, your first payment won't be until 8/15/21. As with all of our programs, membership comes with a 100% Money Back Guarantee. Get a jump start on the second half of 2021 today and finish the year strong! To register go to https://www.sitkins.com/aimgo

Brent is joined by Brittney Stinnett, an awesome agent from Peel & Holland and recent ProducerFit graduate. Listen in as Brittney talks about Owning Her Success by finding a mentor, hitting her yearly goals by May two years in a row, and finding the right people to help her along the way to becoming a Million Dollar Producer.

Success leaves clues, and sales leader Matt Fairbanks drops lots of clues you can pick up on in this episode of The Agent Leader. Matt talks over the mindset shift needed to excel, and living a purpose through the relationships he's built in his career so far at EHD. Listen in to learn how to stop lying to yourself as a producer, if you think you practiced enough, if you think your pipeline is full enough, if you think you asked for referrals enough, did you really do that? Or are you lying to yourself? As Matt famously puts it, "If you think you're telling yourself a hundred percent truth, that's the first lie you told yourself." To learn more about how to get involved in our programs, visit www.sitkins.com/programs

Part 4 of our series featuring Roger Sitkins focuses on Earning More. There's some traps agencies need to look out for when it comes to earning more, does your agency have: Profitable accounts subsidizing unprofitable ones? Profitable producers subsidizing unprofitable producers? Listen in for some great tips on how you can increase profits, improve your team, and where to invest in your agency. Check out the other episodes in this series, focused on going deeper in your insurance agency, sales, retention, and earning more. To learn more about our all-inclusive training model, where your entire team can get unlimited training, visit www.sitkins.com/aim

Part three of our four-part series featuring Roger Sitkins focuses on retention. How do you retain ideal clients for your agency? Brent and Roger dive deep into the mindset needed, from policy delivery to continuing the relationship - not renewing the account - that will be very informative to insurance professionals.

Roger Sitkins joins Brent for part two of our four-part series on major aspects of insurance agencies. Last week we talked about going deeper in your agency and the four Rs focus. This episode focuses on selling, sales, and agency improvement for producers. So if you are looking to boost your sales and your productivity in the agency, this is a great podcast for you to take a listen to, because "Nothing happens until something is sold". If you want to learn more about our training programs for independent agencies, visit www.sitkins.com/programs

Roger Sitkins joins Brent Kelly in the first of our new four-part series based around the lessons that we've learned the past year that we want to share with you, the agency leader. This episode provides an overview of high-level things that we've seen and the impact they've had on agencies in the last year or so, focused on the Four R's - results, relationships, retention, and referrals. Keep listening as we dive into specific topics for the next three episodes. As always, if you want to know more about our all-inclusive training program, visit https://www.sitkins.com/programs or email us at podcast@sitkins.com