Special Offer is Provided by Astutely, a Division of Growth Coaching Systems. This Special Offer is for Insurance Agencies ONLY!
Insurance Agency
Coaching, Personality Tests, Execution Plans and More
Become a Member Today!
Special Members Only Offers
Discounted Birkman
Personality Surveys (Savings of $450 each)
Birkman Personality Surveys plus 1 Hour Consultation/interpretation
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.
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
