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Ep. 11: The Seven Principles of a Solid Agency Foundation

Shownotes

Roger Sitkins is the CEO of Sitkins Group, Inc. He has trained and mentored thousands of professionals including producers, CEOs, sales managers, and customer service representatives. He is known as the nation’s top insurance agency results coach and is often invited to be the keynote speaker for national, state, and local events. He is also Rough Notes magazine’s most widely read columnist.

This episode is brought to you by:

Insurance Licensing Services of America (ILSA), America’s premier regulatory compliance experts. To learn more visit ILSAinc.com.

Roger joins me today to share his wisdom on starting an agency. He provides a brief summary of what he calls The Seven Principles of Building an Agency and his personal experience regarding each of the seven principles.

“If you’re not hearing ‘wow’ from your prospects, then you have fallen into that bucket known as ‘an insurance agent’.”

Roger Sitkins

What you’ll learn:

  • The seven principles of building an agency.
  • Why having the right people is the first step in starting an agency.
  • What does it mean to have a culture of accountability?
  • What is the “unique selling proposition” of an organization?
  • The effect of professionalism on building an agency.
  • The number one complaint most consumers have about the agents they deal with.
  • The percent of automation many agencies use today.
  • Should you fix your processes even after you’ve already established your agency?
  • The benefits of having a good pipeline process.
  • The two types of perpetuation.

Key Takeaways:

  • It’s not what you make, but what you keep.
  • Not every client is a great client.
  • Everyone leaves their business whether they plan to or not.

Connect with Roger