How to be a High Performance Insurance Broker Part 4




How to be a High Performance Insurance Broker Part 4

How To Be A High Performance Insurance Broker was designed for insurance agency principals and brokers to show you the exact steps to creating your practice precisely the way you want it to be. The course was designed to help you unlock all of the potential that you and your practice possess. This is the complete guide for insurance agency principals who want to maximize revenue, maximize profit, and enjoy their practice more, while not adding more hours to their work week. It has come out of the culmination of 11 years of working directly with agency principals on development and peak performance.

We highly recommend you take all four parts, however, each part is a comprehensive course in and of itself.

Materials Included:

  • Video Lectures
  • Handouts
  • Exercises

Time Requirements:

  • Lectures & Handouts 4.5 hours
  • Exercise 2 - 4 hours


Part Four – Creating the plan, Achieving Goals, and the Power of Peer Counsel
“If it doesn’t get measured, it doesn’t exist”. In this course, you’ll learn the importance of accountability and keeping score. You’ll understand the importance of having a plan, goals, and behaviors and why they are necessary to be a high performance broker. You’ll see how goals play a role in our vision and the importance of proper goals setting. We’ll also uncover some myths around goal setting. You’ll also learn the importance of having good outside counsel if you want to perform at your highest level. Whether it’s a coach or a peer advisory board, solid outside counsel can become the most effective tool for problem solving and proactive solutions.

The step by step system to turn your insurance practice into a high revenue generating machine (The Plan,goals,&Counsel)

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What you will learn
  • To learn effective goal setting
  • To outline the goals and tasks to reach your vision
  • To create the plan that will make you a peak performer

Rating: 4

Level: All Levels

Duration: 2.5 hours

Instructor: Mike & Maria Keiser


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