Exclusive Preview of The Better Way Agency Program

Below you will see sample videos of The Better Way Agency Program

Each one of these videos is from our extensive library of learning modules. Agencies will work through each of these modules, plus many others!

Be sure to click the left and right arrows to view all preview videos.

Agency Improvement in Eight Critical Areas

Sales

Taking sales to a new level.  Agencies can achieve a 25% improvement in sales and have overflowing pipelines.

Sales
Leadership

Bring the power of the 80/20 rule into the agency and implement the Ultimate Marketing Strategy for sales teams.

Client
Retention

Everything from how the phone is answered, to how emails are written (or in some cases never written!) leaves a lasting impression.

Operations and
Automation

Imagine paying for a full-time employee, with benefits, who only shows up to work part-time or less. That's most agencies management systems.

Talent
Management

Over 40% of the current insurance workforce is at or near retirement age. Hiring the next generation for your agency should be a top priority.

Financial
Management

Agencies are leaving 6-7 figure dollar amounts on the table due to poor financial management. Boost  profit without adding more clients.

Agency
Leadership

Producers have long been incentivized to bring in new business. But what happens when the same is done for the internal team?

Carrier
Relationships

Build a true agency/carrier partnership which will improve  relationships, sales and profits.

Module Listing

A list of online learning modules for each critical area

  • The Power of the 80/20 Rule
  • Bonus Video from Angela Adams - How to get the 80/20 numbers from your management system
  • The Producer's Improvement Cycle
  • The Continuation Process
  • The Exit Barriers
  • Power of the 80/20 Rule
  • Activity vs. Results
  • The Producer's Improvement Cycle
  • The Continuation Process
  • The Ultimate Marketing Strategy
  • The 6 Profit Zones - Part 1
  • The 6 Profit Zones - Part 2
  • Annual Account Reviews
  • Annual Review - Role Play
  • Developing Annual Client Reviews
  • Client Touch Points
  • Claims - The Ultimate Sales Opportunity
  • Continuation Process in Commercial Lines
  • The Ultimate Marketing Strategy
  • The Exit Barriers
  • Company Service Centers
  • Roles of The Better Way - Part 1
  • Roles of The Better Way - Part 2
  • The Better Way Risk Manager Program
  • Living The Better Way
  • Maximizing Your Investment in Automation
  • Download Implementation
  • Electronic Customer Filing Solutions
  • Compensation
  • Managing The Better Way Department
  • Know Your People
  • OMNIA Profile
  • Building Your Team
  • Talent Planning
  • Know Your Numbers
  • The 6 Profit Zones - Part 1
  • The 6 Profit Zones - Part 2
  • Financial Management
  • Compensation
  • Talent Planning
  • Change Management
  • The Challenge of Change
  • Designing & Implementing Your Better Way Agency
  • The 6 Profit Zones - Part 1
  • The 6 Profit Zones - Part 2
  • Carrier Management
  • Filing the Pipeline
  • The Unfair Advantages
  • Peer to Peer Questions
  • Annual Goal Setting
  • The How & Why of Full-Time Clients
  • Creating a Culture of Accountability
  • Hire Talent, Teach Insurance
  • The 6 Questions Every Insurance Leaders Must Ask
  • Intentional Leadership

Contact Us

6700 Winkler Rd, Suite 4
Fort Myers, FL 33919

☎ 239-337-2555 or 877-748-5467

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