Special Offer  is Provided by Astutelya Division of Growth Coaching Systems. This Special Offer is for Insurance Agencies ONLY!

Insurance Agency

 Coaching, Personality Tests, Execution Plans and More

 

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Special Members Only Offers

 

Discounted Birkman
Personality Surveys (Savings of $450 each)

Birkman Personality Surveys plus 1 Hour Consultation/interpretation

 
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Group Coaching

 

Online Group Coaching

With Group Coaching, you will gain access to Business Coaches that specialize in the insurance industry. This allows you to ask your most pressing questions about growing your agency, learn strategies that are insurance/industry-specific, learn how to build tools that will increase sales AND retention, and improve employee performance. You'll also get the opportunity to learn from other agents that are not competing AGAINST you, but rather learning WITH you. Every month we will do two of the following: Q&A, a strategy to implement in your agency, a most common mistake and tips to overcome it, a tool to increase sales, production, or activities, or develop your team to solve your employee issues. 

 
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Agency Execution Plans

 

Developing your Long-Term Vision

Included with the purchase of Online Group CoachingĀ 

Identifying Target Markets

Included with the purchase of Online Group Coaching

Positioning Questionnaire: Agency & Staff

Included with the purchase of Online Group CoachingĀ 

Positioning Questionnaire: Carriers & Products

Included with the purchase of Online Group Coaching

In-House Lead Opportunity Tracker

Included with the purchase of Online Group Coaching

Compensation Plan: Personal Lines Account Manager

Included with the purchase of Online Group CoachingĀ 

Employee Performance Evaluation

Included with the purchase of Online Group CoachingĀ 

Management & Accountability Playbook

Included with the purchase of Online Group CoachingĀ 

Performance Management System Implementation

Included with the purchase of Online Group CoachingĀ 

Skills Assessment: Commercial Lines Account Manager

Included with the purchase of Online Group CoachingĀ 

Job Description Templates

Included with the purchase of Online Group CoachingĀ 

Production Goals Playbook Sheet

Included with the purchase of Online Group Coaching

Habit Identifier & Tracker

Included with the purchase of Online Group Coaching

Delegation Worksheet

Included with the purchase of Online Group Coaching

Training & Licensing Schedules

Included with the purchase of Online Group Coaching

Product Confidence Worksheet

Included with the purchase of Online Group Coaching

Staff Playbook Reference Sheet

Included with the purchase of Online Group Coaching

Interview Questions

Included with the purchase of Online Group Coaching

Change Management Guide

Included with the purchase of Online Group Coaching

Developing COI Relationships Guide

Included with the purchase of Online Group Coaching

Identifying Strategic Partners for Personal Lines

Included with the purchase of Online Group Coaching