The Vision of the Successful “Agency Business Owner”

John LuceroDaily Sales Idea Leave a Comment

In my 20 years experience in the Insurance Industry and specifically working with Independent Insurance Agency Owners I have seen many habits, behaviors and patterns that make up the successful makeup of them! Let me paint the picture of what  success in the day in the life of Insurance Agency Business Owner looks like:

  • Successful Business Owners have a vision of where they are heading, targets they are in pursuit of and their Daily Activities are aligned with the overall targets in their pursuit
  • They establish Yearly Targets, Quarterly Goals, Monthly benchmarks and Weekly Action items
  • They have systems to manage their leads, prospects and clients and use automation tools wherever and whenever possible.
  • They have built solid Teams focused on growth and retention of their clients
  • They invest in their own Self-Development, hire mentors/coaches, read books often on the industry and on business, marketing and sales.
  • They have Personal daily habits for their own well-being, such as daily exercise, eating well and positive self-image to the marketplace.
  • They understand ROI and make decisions based on this.
  • They are thought leaders,  industry disruptors and innovative pioneers seeking enhanced technology and tools as the market expands and grows
  • They have time management tools and delegate tasks outside of the area of excellence
  • MOST IMPORTANTLY successful Agency Owners “know what they don’t know” and seek support, coaching, training and development knowing the GREATEST investment is their investment in themselves

Now the question becomes where are you in alignment with the successful tools outlined above? Do you have some of them, all of them, none of them or DO YOU EVEN KNOW?  What will change in your Business if you don’t change….NOTHING

And where can you turn today to get the help you need and the support necessary so you are not another statistic of failure in our Industry but rather are the MASSIVE success that you desire to be!

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