The four critical areas where an insurance agency must dedicate time and resources to achieve consistent agency growth.

1. Growth Platform Leadership
Sales
Marketing
Prospecting

2. Prospecting Sales Leadership
To ensure your agency reaches its potential, you must
ensure each element of the Growth Platform is
performing at a high level. Fall short in any one area
and you’ll fall short - period.
++ +Marketing

3. Sales Leadership
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Without effective PROSPECTING, your pipeline will be
too light, you’ll be too tentative with the few
opportunities you do have, and you’ll struggle with
inadequate growth.
MarketingProspecting

4. Prospecting Sales Leadership
++ +Marketing
Without MARKETING, you will find yourself in front of
the wrong buyers, with longer than necessary sales
cycles, with no differentiation in the market, and
struggling with more difficult growth than necessary.

5. Prospecting Leadership
++ +Sales
With no SALES PROCESS you’ll struggle making new
producers successful, you’ll never understand the real
needs of your buyers, and your spreadsheet and
capabilities binder will make you just like everyone
else. Again, you’ll have inadequate growth.
Marketing

6. Prospecting Sales
++ +Leadership
Without LEADERSHIP, it may appear your team is
doing the the right things, but with nothing to tie it all
together for a cohesive, intentional purpose, the
activities will never produce the right results.
Marketing

7. Prospecting Marketing Sales Leadership
But, put all 4 areas of our Growth Platform in place and
magic happens. You attract the right opportunities and
achieve purposeful, profitable, predictable growth.
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