15 episodes

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 35+ years in the Multiline Insurance Agency Industry...
8 years’ experience as a part-time team member in a multiline insurance agency7 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 3-Day Weekend Club (and 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.
 

The Automatic Insurance Agency Wade Galt, CPCU, CLU

    • Business
    • 5.0 • 3 Ratings

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 35+ years in the Multiline Insurance Agency Industry...
8 years’ experience as a part-time team member in a multiline insurance agency7 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 3-Day Weekend Club (and 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.
 

    15. Lifestyle - Step 12 to Create an Automatic Insurance Agency

    15. Lifestyle - Step 12 to Create an Automatic Insurance Agency

    Make sure the agency is working for you, so you can enjoy the freedom to enjoy life outside of work with this simple schedule. That's why you started the business, right?


    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 Now

    • 7 min
    14. Profit - Step 11 to Create an Automatic Insurance Agency

    14. Profit - Step 11 to Create an Automatic Insurance Agency

    You have (at least) TWO businesses in your agency… Your Renewal Business and your New Business. Both need to be profitable for things to go smoothly.
    Too often, agency owners get distracted by the allure of recognition and rewards to the point of overspending on acquiring new business by “borrowing” money from their Renewal business.
    Everything starts, begins, and ends (hopefully) with profit. When you keep this at center of all your decisions, things become MUCH easier.


    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 Now

    • 8 min
    13. Recruiting - Step 10 to Create an Automatic Insurance Agency

    13. Recruiting - Step 10 to Create an Automatic Insurance Agency

    Implement a delegable recruiting process that filters out the wrong people and attracts the right ones.



    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 Now

    • 8 min
    12. Delegation - Step 9 to Create an Automatic Insurance Agency

    12. Delegation - Step 9 to Create an Automatic Insurance Agency

    Do your Highest Impact & Highest Income work and delegate the rest to talented team members, freelancers, and independent contractors.



    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 Now

    • 7 min
    11. Multiline Sales - Step 8 to Create an Automatic Insurance Agency

    11. Multiline Sales - Step 8 to Create an Automatic Insurance Agency

    Implement a simple process to initiate and conduct multiline reviews to help your clients Find the Money to Protect their Income, Loved Ones, and Assets and uncover Life, Health, Disability, and other insurance product sales.


    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 Now

    • 7 min
    10. Pivoting - Step 7 to Create an Automatic Insurance Agency

    10. Pivoting - Step 7 to Create an Automatic Insurance Agency

    Get producers asking about Life, Health, Disability, Umbrella policies and more... right from the Auto or Home policy conversation.


    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 Now

    • 8 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

ST Rapps ,

Super clear

Wade is super clear on exact actions and steps every insurance agency should take! The fact that the episodes are shorts makes sure you don't get overwhemeled with to much to do so you do actually take the action!

Life&RelationshipCoach ,

A Great show for Insurance Professionals

Let Wade guide you and help you love the process of growing your business! An excellent show full of valuable tips for the Insurance Professional! Coach Riana Milne

The Marketing Book Podcast ,

If you want to grow your insurance business...

… you’ve got to help your team be more successful. Learn the secrets of growing a successful insurance agency (hint: help you team to succeed) by subscribing to this show’s wealth of information!

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