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Agent CRM Updates

Why Most Agency Owners Are Slaves to The...

There is a version of agency ownership that nobody warns you about when you are getting started. It is the version where you are the first one up in the ...

The Four Numbers That Show You Exactly W...

Most agency owners know their revenue number. They know their headcount. They know roughly how many policies they wrote last month. What most of them do not know is why ...

Build the Culture Before You Build the T...

Most agency owners build their team first and figure out the culture later. They recruit hard. They onboard fast. They deal with the people problems as they come up. And ...

Core Values Are Useless (Until You Do Th...

Every agency has core values. Or at least, every agency thinks they do. They are usually somewhere on the website. Maybe they are printed on a poster in the break ...

The Hiring Funnel Most Agency Owners Ski...

Most agency owners think their hiring process starts when a candidate applies. They get a resume. They schedule a call. They do an interview. They make a decision. But that ...

We Hired the Wrong People — Here’s What ...

Every agency owner has a hiring horror story. Someone looked great on paper. They interviewed well. They had the experience. They said all the right things. Then they showed up ...