🎙️ Ridiculously Amazing Insurance Agent Podcast
📌 Episode: Winning Insurance Strategy for 2026 – Your Roadmap to Business Success
Ready to stop winging it and start winning it? 🏆
In this power-packed 3-minute episode, Stephen Harrington-Descoteaux breaks down the roadmap to building a successful insurance agency strategy in 2026. With a rapidly evolving market, changing rates, and rising client expectations, this roadmap is your guide to winning—smartly and strategically.
✅ Here's what you'll learn in this episode:
🚦 5 Key Stops on the Roadmap to Success:
🔹 Process is Power
– Document everything: sales, service, renewals, claims
– Create consistency and accountability in your agency
🔹 Build the Right Team
– Hire for your culture and train for results
– Set clear roles and expectations from day one
🔹 Accountability = Love
– Weekly scorecards, daily huddles, and 1:1s
– Create a team that knows the goals and wins together
🔹 Client Experience is King 👑
– Map your client journey and find "wow" moments
– Shift from reactive fire drills to proactive service
🔹 Know Your Numbers
– Use data like quote-to-bind ratio, retention, and revenue per employee
– Go from spreadsheet chaos to data-driven clarity
📋 Quick Action Checklist:
– Hold a strategic planning session
– Set quarterly "rocks"
– Meet weekly with your team
– Celebrate wins 🎉
– Invest in training that works!
🎯 Want help building your winning plan for 2026?
Reach out to Agency Performance Partners—we're ready to help you succeed!
📲 Subscribe for more Ridiculously Amazing insights:
https://www.youtube.com/@AgencyPerformancePartners
💬 Share your biggest takeaway in the comments—we'd love to hear your strategy for 2026!
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