We offer the Daily Planner during the Academy as a tool to remind Team Members of the Foundational Activities that most contribute to the success of an Agency.

Team Members use the Daily Planner to hold themselves Accountable for the Activities they wish to complete.

(Request Printing Instructions: your212coach@gmail.com)

September 16 thru October 31

Why Pivot to Life and Health Insurance; When to Pivot; How to Pivot and perhaps most importantly, how to AVOID or OVERCOME common objections when Pivoting to Life and Health Insurance.

November 4 thru November 15

Auto is the “Bread” of your “Bread and Butter” and every Agency could benefit from having each team member write/close 100 MORE Autos than current pace. We’re not talking about buying more leads…..we’ll teach how to close MORE of the current leads available. 100 additional Autos per Team Members equals a SHIT-TON of new business for your Agency!

November 18 thru November 22

Creating a PENDING system for Auto and Fire that will set you apart from the competition and enable to write MORE business in a world where people DO NOT want to be sold

November 25 thru November 27

Homes. Renters, Condos. PLUP’s. PAP’s. Commercial Fire. Tons of Opportunity here! Fire Insurance is the “Butter” to your “Bread and Butter” and we’ll show each one of your team members how they can add an additional 100+ policies to your Agency….all totaled, that’s a BOAT-LOAD of Fire!

December 2 thru December 6

Recognition of SIGN-ificant events that could be key indicators that a current household could be leaving the Agency and thus, negatively impacting lapse/cancellation;

December 9th thru December 12th

Accountability is a necessary evil. We don’t like it and don’t handle it well! Truth is though, we all need more of it in order to reach our GREATEST potential. Accountability starts with one’s own self though and our ability to hold ourselves accountable to the activities we know we should engage in!

December 16

How do you get from who you are to who you want to be? Through carefully laid out development plan that allows you to grow at a pace that is sustainable for the long-term. The plan requires discipline though, particularly in a world where we all want it now!

January 6th thru January 17th, 2025

An understanding of and commitment to engage in careful thought and planning on how to achieve Daily Goals. If people won’t go into a Grocery Store without a list….how can they approach a day of their career without the same level of thought and planning!

January 20 thru January 31

Simple and logical pivots to additional lines on (a) ALL payments received in office or by phone (new and renewal business); AND (b) ALL service transactions during the normal course of your day

February 3 thru February 14

An understanding of the PERFECT time to ask for a referral, how best to ask for the referral and how best to track/follow-up on your referral request

February 17 thru February 28, 2025

How to set TWO Appointments per day with:

(a) NEW Business to the Agency,

(b) Renewal Business and

(c) Through everyday transaction in the Agency.

March 3rd thru March 14th, 2025

An understanding from a sales and retention standpoint, the importance of meeting with at least one policyholder each day and how an agenda for that meeting can uncover a want for non-demand products such as Life and Health. We call this Appointment “The 90%-er” since it is perfectly appropriate for 90 percent of your Policyholder-base.