Join us on this special episode of the Agent Leader Podcast, where Brent Kelly, Roger Sitkins, and Kari Glennon explore transformative insights for insurance agencies drawn from 2024.

Highlights include:

(07:42) - Intentional Communication in Leadership

(15:50) - Cohort Management and Practice Culture

(26:54) - Maximizing Producer and Service Efficiency

(39:57) - Elevating Efficiency

(45:53) - Leveraging the Power of 80/20

(59:06) - Empowering Mindset for Success

In our conversation, we address the importance of cohort management and practice culture, focusing on differentiated treatment based on performance levels.

Learn how a promise-based culture within sales teams can become a tool for growth. We also highlight the undervalued practice of rehearsal in business, and stress the value of low-risk practice environments.

As we explore maximizing efficiency, we focus on the concept of the Red Zone and Green Zone. Additionally, we uncover the power of the 80/20 rule, sharing experiences from a major event where agencies realized the reliance on a small percentage of high-revenue clients.

We wrap up with a reflection on empowering mindsets for success, advocating for a positive approach to achieve desired outcomes and extend our heartfelt wishes for a joyous holiday season.

To learn more about our programs to help your agency thrive in 2025, visit www.sitkins.com