If they cant do this and bring in leads, qualify and prospect, then it doesn't matter how much they know about insurance or if they know how to use the software to process business either. This is the first step you must take as an agency owner to teach your team who you are, what you do, and who you do it for so that they can start generating the right potential business.
NEED TO GET ORGANIZED? check out this amazing Agency Owners Notion Template we created for you! https://youtu.be/ERvV9t-KN8o
Take the 15 min biz quiz! https://www.unburdenyourbusiness.com/biz
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AGENCY BY DESIGN: If you're ready to take your business from stressed-out/maxed out to a money-making machine, come check out Agency By Design! https://www.unburdenyourbusiness.com/signup
THE COLLECTIVE: A monthly membership to help you elevate your agency in an intimate setting working with other ambitious agency owners.
https://www.unburdenyourbusiness.com/membership
FACEBOOK GROUP: Come join our Facebook group. A safe space for Female Insurance Agency Owners to connect.https://www.facebook.com/groups/femaleinsuranceagencyowners
Girl, make sure to say hi in the DMs I am all about getting to know more about you! So glad you’re here, Cassidy