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The Automatic Insurance AgencyAuthor: Wade Galt, CPCU, CLU
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 includeTeam 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, CLUWade 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 ProgramDEV Language: en-us Genres: Business, Entrepreneurship, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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34. Why and How Multilining Multiplies Insurance Agency Income
Episode 34
Thursday, 30 October, 2025
Increase the Lifetime Value of Your Customers by Conducting Multiline Insurance Reviews Focused on Their Goals and Dreams.Multilining significantly increases both customer retention and the lifetime value of each client in an insurance agency.Adding more lines of business, like life or disability insurance, is most effective when built on trust and genuine relationships, not just sales tactics.The true benefit of multilining comes from understanding and supporting clients' goals and dreams, not just selling more products.Agencies should position themselves as insurance coaches who look out for clients' best interests, rather than just product providers.Consistently investing time in clients leads to stable, repeat income and long-term business growth.START WITH THE eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session
