369. [HIGHLIGHT] #2 New Agent and the #1 Agent in Auto Growth Share Proven Tactics for First-Year Insurance Agents

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What’s in this episode:

What separates agents who survive year one from those who dominate it? In this highlight episode, you’ll hear from two standout new agents—one who ranked #2 out of 20,000+ agents and another leading in auto growth in a territory of 1,000+. They unpack what really moves the needle early in agency life: delegation, onboarding, team structure, and the often-overlooked power of follow-up systems. Whether you're just getting licensed or looking to reset your first-year game plan, this episode hands you the tactical playbook to accelerate growth fast.

 [00:00] The shock of moving from producer to agency owner
 [01:00] Why training is a non-negotiable in high-performing cultures
 [02:30] What to delegate (and what to keep) as a new agency owner
 [04:00] Retention secrets: In-person appointments and relationship-building
 [06:00] Community involvement that actually drives business
 [07:00] The mindset shift: your blessings are meant to bless others
 [08:00] Top 3 drivers behind auto growth in a hard market
 [09:30] The onboarding swag strategy that keeps clients loyal
 [11:00] Why service will suffocate growth (and how to get out fast)
 [13:00] Specialized roles for smoother operations
 [15:00] The 30-day follow-up template that changes everything
 [17:00] Why consistency is the hill to die on in insurance sales

Watch the full episode on YouTube: HERE

🎥 Full Original Episodes:

Ep 335– #1 in Auto Growth: Building a Community-Driven Insurance Agency From Scratch 👉 https://youtu.be/arlWu-kxvvE

Ep 331 – From Zero to #2: How Jake Westhoff Built a Top Performing Insurance Agency in Year One 👉 https://youtu.be/TkFuE2qe1A0

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