A Day in the Life of an Insurance Agency Executive

I am a personal producer and a manager of sales and training for Sams/Hockaday & Associates.

—Michael Sams

I am a partner, owner, and agent for Capitol Benefits Group.

—Marcie Strouse

I own my agency, Duford Insurance, and help my agents become top producers in final expense, Medicare, and annuity sales via training programs, mentorship, and support.

—David Duford

I am the President of Colibri Insurance Services, Inc. As a solo agency owner, I wear almost all of the hats, but I do outsource a few things so I can focus on business development and client service.

—Amy Evans

I’m involved with both sales and operations for Generous Benefits, a smaller boutique firm. While we are growing both sales and operations, I'm still involved and very entrenched in establishing the culture and vision that will make both roles thrive and grow beyond me.

—Bret Brummitt

I log into Trello, which I use to run my personal life, my home, and the operations for both of my businesses to identify the highest impact items I need to accomplish for the day. I also log into AgencyBloc to see what I need to do for my clients and prospective clients.

—Amy Evans

I review my schedule of appointments and gather the client needs assessment and policy information for the clients I’m supposed to see.

—Michael Sams

I open up AgencyBloc and go through my emails.

—Marcie Strouse

I review the following day's goals and call schedule. I like to look at the next day's activities before the workday ends to mentally prepare myself for what to expect.

—David Duford

I try to find things that I didn't finish or haven't handled yet that can be delegated. I'm learning to be better with this task, and I’ve realized that I can lean on my team more and more.

—Bret Brummitt

I check my calendar/schedule to ensure I have what I need for my first appointment the following day.

—Michael Sams

We’re still working on this! We are setting up Automated Workflows right now in AgencyBloc to better communicate with our clients more efficiently. Otherwise, I start with lists and check them off.

—Marcie Strouse

Get and stay organized. Refrain from distractions.

—Michael Sams

I plan by 30-minute increments what tasks I'll complete throughout the workday. That way, I accomplish all of my goals and keep myself on track to hitting my big, longer-term goals.

—David Duford

We use Trello, AgencyBloc, Calendly, and Ease.

—Amy Evans

I LOVE Calendly. It’s probably the best scheduling service ever. I also like leadpages.net as I have a recruiting funnel that preps interested agents on how my agency works and answers common questions ahead of our scheduled call.

—David Duford

Our main technology tools are: AgencyBloc, Asana, Employee Navigator, Zoom, and Google Chat.

—Bret Brummitt

Lead by example. Practice what you preach.

—Michael Sams

Communication.

—Marcie Strouse

Service the hell out of your agents. They are your front line, and they deserve respect—especially those who week-in, week-out, perform at high levels. Do everything you can to support them, and they will reward you with lifetime loyalty.

—David Duford

Put the infrastructure in so that you are paperless and can efficiently work from anywhere and still see all of the information you need (your clients, policies, pipeline, open enrollments, commissions, and expenses). It will allow you to scale more easily and make it so much easier to hire, merge, acquire, or sell in the future.

—Amy Evans

Share your vision. If your team can own your vision, they can carry the charge to get the desired outcomes.

—Bret Brummitt