When your insurance agency is starting out, culture is not something you really have to worry about. For most new agencies, it’s just you and maybe a friend, family member, or colleague you’ve known for some time. However, as you start hiring additional “outside” staff, the agency culture will shift and change over time. This is also true for established agencies. The culture you started off with may be drastically different 5 years later.
Everyone starts a new year with the best of intentions. Aside from the unfulfilled resolution of “I will go to the gym every day,” goals often go off track as the year progresses, even with the best of intentions. I once read the Apollo mission to the moon was off course over 90% of the time before arriving at the moon. Adjustments had to be made through out its mission to ensure it arrived safely and on target.
The same is true for your personal and agency goals. We all wish we were always on track with our goals. However, the realities are we often need to make course corrections along the way so we hit our goal by yearend.
As we reach the mid point of the year, it’s the perfect time to re-evaluate, adjust, and refocus on the goals we set at the beginning of the year. But before we do so, we need to ensure the goals we set at the beginning of the year had all of the components necessary to ensure their success. Let's look at a fun way to ensure we have everything we need.
Let's plan a vacation!
“Don’t confuse activity with achievement” – John Wooden
Have you ever said the following to yourself?
“What happened to my day? I was busy but got nothing done.”
This is the trap John Wooden was referring to. Just because we are busy doing things, it does not mean we are actually accomplishing anything. We’ve all been there. Busy all day, putting out fires, responding to requests and when the day ends, nothing we actually wanted to get done was accomplished.
Unfortunately, many times those other distractions end up costing you money, time and added stress you simply don’t need. In order to achieve more, you need to have strategies to help you get focused on what you really need to get done and avoid overwhelm.
Here are 11 hacks to help you achieve more and stress less. Of course, adapt this to your own environment and situation.
“Detail Schmetail! Who cares? Salespeople aren’t detailed oriented.”
Throughout my career of leading sales teams, I’ve heard a version of that sentence from various salespeople. They just want to go out and sell, and not worry about the details like metrics and numbers. So I wasn’t too surprised when I met some agency principals and producers that were also not well versed with their agency’s numbers and metrics. They too wanted to focus on selling and other top priorities.
The irony is that while I've heard "Detail Schmetail" throughout my career, I’ve also heard this common statement about sales.
“Sales is a numbers game.”
So how can you play a numbers game when you don’t know your numbers?