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