The Automatic Insurance Agency

Wade Galt, CPCU, CLU
  • 5.0 (3)
  • Management
  • Updated Weekly

This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best. We share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place. Topics will include Team Member CompensationAgency Profitability (Overall and by Team Member)Marketing Success & ROISocial Media Marketing & Network Marketing StrategiesMultiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service SalesTeam Member Role ClarityAccountabilitySales Activity OptimizationStaffing for Optimum Profit & Building the Agency DynastyRecruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)DelegationWorking a 4 Days per Week or Less while Maintaining Excellent ResultsLifestyle Optimization (Creating the Life You Most Desire Outside of Work)    About Wade Galt, CPCU, CLU Wade has 40+ years in the Multiline Insurance Agency Industry... 8 years’ experience as a part-time team member in a multiline insurance agency9 years as a productive employee in a Fortune 35 Multiline Insurance Company (2 years in claims, 5 years in Agency Sales Management & Training plus as a Subject Matter Expert for Sales Process Software Design)Over 20 years as a software company founder & owner, corporate consultant, sales process implementation coach, accountability expert, recruiter of superstar talentProvider of mental health counseling (psychology) servicesLife coach and 3-Day Weekend Entrepreneur  Wade's Innovations in the Multiline Insurance Industry include... INVENTOR of the SMART Bonus SystemCREATOR of the Automatic Insurance Agency Coaching ProgramDEVELOPER of the 80/20 Multiline Insurance Sales Process & The Family Insurance Coach ProgramFOUNDER of the 3-Day Weekend Entrepreneur Coaching Program  Wade practices (and enjoys) what he preaches and enjoys a 3-day weekend over 90% of the time. Learn more about Wade on Linked In.  

  1. Sep 10

    44. Build the Smallest Business That Gives You the Life You Want

    Create a business that supports the life you want. Start with a simple business model that proves what works before committing to unnecessary growth or complexity.Define how much income and impact you need, then avoid expanding beyond what genuinely supports your desired lifestyle.Keep expenses and commitments manageable so you can choose clients, projects, and opportunities that you truly value.Use scalable content like books, podcasts, videos, and social media to create wider impact without constantly increasing your workload.Remove work that adds responsibility without meaningful results and use the recovered time to rest, recharge, and enjoy the life you are building. MAXIMIZE YOUR PROFIT - Increase Your Net Income by 5 - 15% This Year & Every Year - Learn more about the Agency Profit Fix GET YOUR AGENCY READY FOR 2028 - Create an Abundant Agency for the Next 20+ Years - Ignore the Noise, Figure Out the Numbers, & Create the Future YOU Choose - Learn more about Automatic Insurance Agency Coaching CREATE GREATER FREEDOM Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal? Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)? Then, We’ll Discuss the Plan & Expected Results Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.The best way to help you achieve your goals, based on your style and time available to implement.Your anticipated time investments & money investments.What guarantees we can make Schedule a Strategy Session

  2. Sep 8

    43. Your Business Doesn't Have to Reach Its Full Potential

    Let Your Business Serve Your Life Give yourself permission not to push your business to its full potential if that isn’t what you want, and focus instead on maximizing your business’s contribution to the life you want. Remember that opportunity costs aren’t only about money; they also include relationships, fun, and new experiences, so choose your pace and know you can pivot at any time. Treat your business as a tool for your life—not your life as a tool for maximizing business—and consider that a business capable of $2 million a year doesn’t require you to chase it if you’d rather take home less and have freedom, family time, and meaningful work. This week, remove one goal that doesn’t move you toward your desired life and business, and make time and energy to be present for what matters most. 00:00 Permission to Slow Down 00:22 Opportunity Costs Matter 00:32 Business Serves Your Life 00:49 Choose Your Pace 01:02 Redefine Success Example 01:24 Cut Misaligned Goals 02:14 Find the Main Idea 02:42 Enjoy the Journey MAXIMIZE YOUR PROFIT - Increase Your Net Income by 5 - 15% This Year & Every Year - Learn more about the Agency Profit Fix GET YOUR AGENCY READY FOR 2028 - Create an Abundant Agency for the Next 20+ Years - Ignore the Noise, Figure Out the Numbers, & Create the Future YOU Choose - Learn more about Automatic Insurance Agency Coaching CREATE GREATER FREEDOM Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal? Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)? Then, We’ll Discuss the Plan & Expected Results Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.The best way to help you achieve your goals, based on your style and time available to implement.Your anticipated time investments & money investments.What guarantees we can make Schedule a Strategy Session

  3. Aug 17

    42. How to Handle Insurance Commission Rate Cuts with Calm, Math, & Market Leadership

    8 Things to Do When Your Insurance Agency Commission Rates are Reduced Stay calm and keep perspective when carriers change commission rates, treating it as a normal market cycle and looking for the opportunity created by shifts in customers, team members, and leadership. Increase your public presence (social media, podcasts, books, and customer education/appreciation events) without discussing rate cuts with customers or your team. Do the math before reacting: budget to live on guaranteed base compensation and treat bonuses and incentives as gravy, then ask your companies questions to understand trends and any upsides. Reconnect with your purpose of protecting customers’ goals and dreams, keep your team—especially service and retention—safe and supported, and take responsibility for what you control, including tightening personal budgets if needed. Get positive support through peers, masterminds, books, or coaching, avoid drama, and focus on solutions, remembering this too shall pass. 00:00 Commission Cuts Happen 00:21 Stay Calm Find Opportunity 00:52 Lead Loud on Social 01:49 Do the Math First 03:03 Control What You Can 04:09 Reconnect to Your Purpose 05:17 Protect Your Team Culture 06:19 Own the Pivot Moments 06:45 Tighten Personal Budgets 07:31 Get Support Stay Positive 08:57 Final Encouragement Next Steps MAXIMIZE YOUR PROFIT - Increase Your Net Income by 5 - 15% This Year & Every Year - Learn more about the Agency Profit Fix GET YOUR AGENCY READY FOR 2028 - Create an Abundant Agency for the Next 20+ Years - Ignore the Noise, Figure Out the Numbers, & Create the Future YOU Choose - Learn more about Automatic Insurance Agency Coaching CREATE GREATER FREEDOM Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal? Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)? Then, We’ll Discuss the Plan & Expected Results Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.The best way to help you achieve your goals, based on your style and time available to implement.Your anticipated time investments & money investments.What guarantees we can make Schedule a Strategy Session

  4. Aug 4

    41. Avoid These 6 Traps When Your Compensation Rates are Reduced

    What Not to Do When Your Agency Commission Rates Change When commission rates change, keep your composure and don’t let anger drive decisions—avoid venting in writing, sending heated emails, or making bold statements you’ll regret; give yourself time to cool off (often longer than 24 hours) before responding. Don’t panic or lose sight of your business purpose, and assume most changes aren’t personal but the result of companies struggling with rapid industry shifts. Protect your team by not dumping fear or frustration on them, threatening compensation or jobs, or making premature announcements; if you need to vent, talk to someone outside the agency. Don’t decide to retire unless you were already planning to, and don’t sign or commit to anything until you’ve fully done the math and understand your numbers. Stay steady, measured, and focused on running a profitable business that supports your people and your life. 00:00 Why Rate Cuts Hurt 00:41 Don’t Let Anger Win 02:00 The 24 Hour Rule 03:35 Don’t Panic Pivot 04:23 Protect Your Team 06:50 Don’t Retire Reactively 08:18 Do the Math First 09:20 Stay Focused Forward MAXIMIZE YOUR PROFIT - Increase Your Net Income by 5 - 15% This Year & Every Year - Learn more about the Agency Profit Fix GET YOUR AGENCY READY FOR 2028 - Create an Abundant Agency for the Next 20+ Years - Ignore the Noise, Figure Out the Numbers, & Create the Future YOU Choose - Learn more about Automatic Insurance Agency Coaching CREATE GREATER FREEDOM Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal? Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)? Then, We’ll Discuss the Plan & Expected Results Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.The best way to help you achieve your goals, based on your style and time available to implement.Your anticipated time investments & money investments.What guarantees we can make Schedule a Strategy Session

  5. Mar 31

    40. The 80/20 of Your Client Base – Who Stays, Who Goes

    Identify & Invest in Your Most Desirable Clients and Drop, Ignore, or Delegate the Rest Apply the 80/20 principle by focusing on the small percentage of clients who generate most of your results, referrals, and satisfaction.Eliminate clients who drain your energy, reduce team morale, and contribute little value to your business or growth.Set boundaries and filter out attention-seeking clients by requiring commitment steps to identify who is truly serious.Delegate profitable but uninspiring clients so you can focus your time on high-impact work that only you can do.Prioritize and invest in top-tier clients who make you money, bring you joy, and create meaningful impact, as they drive long-term growth and fulfillment. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal? Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)? Then, We’ll Discuss the Plan & Expected Results Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.The best way to help you achieve your goals, based on your style and time available to implement.Your anticipated time investments & money investments.What guarantees we can make Schedule a Strategy Session

  6. Mar 17

    38. The $10,000/ Hour Test… What You Should NEVER Be Doing Again

    Quantify the value of your work, and invest your time accordingly. Use the $10,000 per hour test (from Perry Marshall’s 80/20 framework) to identify which tasks you should stop doing and which deserve your focus.List all weekly money-making and money-saving activities, including tasks you do yourself to avoid paying others.Assign an hourly dollar value to each activity based on what it would cost to delegate, then rank activities from highest to lowest value.Eliminate activities that lose money, gain nothing, or have no clear economic value, and postpone uncertain tasks for a week, then a month, then potentially forever.Concentrate on the highest-impact, highest-income work while automating or delegating everything else to create more impact and income in less time. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal? Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)? Then, We’ll Discuss the Plan & Expected Results Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.The best way to help you achieve your goals, based on your style and time available to implement.Your anticipated time investments & money investments.What guarantees we can make Schedule a Strategy Session

  7. Mar 10

    37. The Time Audit That Instantly Shows You What to Eliminate

    Identify the Low Impact, Low Income Work & Stop Everyone in Your Business from Doing It. Do a time audit in spring to free up your schedule so you can better enjoy summer and downshift without losing important business.Distinguish between tasks to automate/delegate (someone else should do them) versus tasks to eliminate entirely (nobody should be doing them).List all weekly activities and estimate the hours spent on each with specific numbers to reveal where your time actually goes.Circle activities that are both high impact (positively help people you serve) and high income (drive significant revenue) and aim to invest more time there.​Cross out low impact, low income activities and stop doing them for a week, then a month, and if nothing breaks, drop them permanently. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal? Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)? Then, We’ll Discuss the Plan & Expected Results Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.The best way to help you achieve your goals, based on your style and time available to implement.Your anticipated time investments & money investments.What guarantees we can make Schedule a Strategy Session

  8. 11/06/2025

    35. Your 20-Year Life and Business Legacy Vision

    Make the Most of Your Life & Business by Beginning with the End in Mind. Many people focus on short-term survival or success, but true fulfillment comes from aiming for significance and legacy in both life and business.Creating a 20-year vision helps clarify what truly matters, encouraging you to focus on two or three big-picture goals rather than getting lost in details.Identifying the top three things you want to achieve in your personal and professional life can guide your decisions and keep you aligned with your long-term purpose.A legacy mindset shifts your perspective, making everyday distractions less important and helping you prioritize relationships, service, and meaningful contributions.Tools like the Legacy Vision Matrix can help you articulate and pursue your legacy goals, ensuring your impact endures for your family, community, and business. START WITH THE eBOOK Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them SCHEDULE A STRATEGY SESSION We’ll Discuss Your Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal? Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)? Then, We’ll Discuss the Plan & Expected Results Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.The best way to help you achieve your goals, based on your style and time available to implement.Your anticipated time investments & money investments.What guarantees we can make Schedule a Strategy Session

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5
out of 5
3 Ratings

About

This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best. We share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency. If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place. Topics will include Team Member CompensationAgency Profitability (Overall and by Team Member)Marketing Success & ROISocial Media Marketing & Network Marketing StrategiesMultiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service SalesTeam Member Role ClarityAccountabilitySales Activity OptimizationStaffing for Optimum Profit & Building the Agency DynastyRecruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)DelegationWorking a 4 Days per Week or Less while Maintaining Excellent ResultsLifestyle Optimization (Creating the Life You Most Desire Outside of Work)    About Wade Galt, CPCU, CLU Wade has 40+ years in the Multiline Insurance Agency Industry... 8 years’ experience as a part-time team member in a multiline insurance agency9 years as a productive employee in a Fortune 35 Multiline Insurance Company (2 years in claims, 5 years in Agency Sales Management & Training plus as a Subject Matter Expert for Sales Process Software Design)Over 20 years as a software company founder & owner, corporate consultant, sales process implementation coach, accountability expert, recruiter of superstar talentProvider of mental health counseling (psychology) servicesLife coach and 3-Day Weekend Entrepreneur  Wade's Innovations in the Multiline Insurance Industry include... INVENTOR of the SMART Bonus SystemCREATOR of the Automatic Insurance Agency Coaching ProgramDEVELOPER of the 80/20 Multiline Insurance Sales Process & The Family Insurance Coach ProgramFOUNDER of the 3-Day Weekend Entrepreneur Coaching Program  Wade practices (and enjoys) what he preaches and enjoys a 3-day weekend over 90% of the time. Learn more about Wade on Linked In.  

Information

  • Creator
    Wade Galt, CPCU, CLU
  • Years Active
    2021 - 2026
  • Episodes
    42
  • Rating
    Clean
  • Copyright
    © 2021 - Possibility Infinity, Inc.
  • Show Website
    The Automatic Insurance Agency

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