『The Automatic Insurance Agency』のカバーアート

The Automatic Insurance Agency

The Automatic Insurance Agency

著者： Wade Galt CPCU CLU
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best.

We share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency.

If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place.


Topics will include

  • Team Member Compensation
  • Agency Profitability (Overall and by Team Member)
  • Marketing Success & ROI
  • Social Media Marketing & Network Marketing Strategies
  • Multiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales
  • Team Member Role Clarity
  • Accountability
  • Sales Activity Optimization
  • Staffing for Optimum Profit & Building the Agency Dynasty
  • Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)
  • Delegation
  • Working a 4 Days per Week or Less while Maintaining Excellent Results
  • Lifestyle Optimization (Creating the Life You Most Desire Outside of Work)

About Wade Galt, CPCU, CLU

Wade has 35+ years in the Multiline Insurance Agency Industry...

  • 8 years’ experience as a part-time team member in a multiline insurance agency
  • 7 years as a productive employee in a Fortune 35 Multiline Insurance Company (2 years in claims, 5 years in Agency Sales Management & Training plus as a Subject Matter Expert for Sales Process Software Design)
  • Over 20 years as a software company founder & owner, corporate consultant, sales process implementation coach, accountability expert, recruiter of superstar talent
  • Provider of mental health counseling (psychology) services
  • Life coach and 3-Day Weekend Entrepreneur

Wade's Innovations in the Multiline Insurance Industry include...

  • INVENTOR of the SMART Bonus System
  • CREATOR of the Automatic Insurance Agency Coaching Program
  • DEVELOPER of the 80/20 Multiline Insurance Sales Process & The Family Insurance Coach Program
  • FOUNDER of the 3-Day Weekend Entrepreneur Coaching Program

Wade practices (and enjoys) what he preaches and enjoys a 3-day weekend over 90% of the time.

Learn more about Wade on Linked In.


2021 - Possibility Infinity, Inc. マネジメント マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 経済学
エピソード
  • 40. The 80/20 of Your Client Base – Who Stays, Who Goes

    40. The 80/20 of Your Client Base – Who Stays, Who Goes
    2026/03/31

    Identify & Invest in Your Most Desirable Clients and Drop, Ignore, or Delegate the Rest



    • Apply the 80/20 principle by focusing on the small percentage of clients who generate most of your results, referrals, and satisfaction.
    • Eliminate clients who drain your energy, reduce team morale, and contribute little value to your business or growth.
    • Set boundaries and filter out attention-seeking clients by requiring commitment steps to identify who is truly serious.
    • Delegate profitable but uninspiring clients so you can focus your time on high-impact work that only you can do.
    • Prioritize and invest in top-tier clients who make you money, bring you joy, and create meaningful impact, as they drive long-term growth and fulfillment.


    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

    • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
    • Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
    • Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
    • Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?


    Then, We’ll Discuss the Plan & Expected Results

    • Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
    • The best way to help you achieve your goals, based on your style and time available to implement.
    • Your anticipated time investments & money investments.
    • What guarantees we can make


    Schedule a Strategy Session
    続きを読む 一部表示
    12 分
  • 38. The $10,000/ Hour Test… What You Should NEVER Be Doing Again

    38. The $10,000/ Hour Test… What You Should NEVER Be Doing Again
    2026/03/17

    Quantify the value of your work, and invest your time accordingly.


    • Use the $10,000 per hour test (from Perry Marshall’s 80/20 framework) to identify which tasks you should stop doing and which deserve your focus.
    • List all weekly money-making and money-saving activities, including tasks you do yourself to avoid paying others.
    • Assign an hourly dollar value to each activity based on what it would cost to delegate, then rank activities from highest to lowest value.
    • Eliminate activities that lose money, gain nothing, or have no clear economic value, and postpone uncertain tasks for a week, then a month, then potentially forever.
    • Concentrate on the highest-impact, highest-income work while automating or delegating everything else to create more impact and income in less time.



    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

    • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
    • Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
    • Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
    • Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?


    Then, We’ll Discuss the Plan & Expected Results

    • Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
    • The best way to help you achieve your goals, based on your style and time available to implement.
    • Your anticipated time investments & money investments.
    • What guarantees we can make


    Schedule a Strategy Session
    続きを読む 一部表示
    11 分
  • 37. The Time Audit That Instantly Shows You What to Eliminate

    37. The Time Audit That Instantly Shows You What to Eliminate
    2026/03/10

    Identify the Low Impact, Low Income Work & Stop Everyone in Your Business from Doing It.


    • Do a time audit in spring to free up your schedule so you can better enjoy summer and downshift without losing important business.
    • Distinguish between tasks to automate/delegate (someone else should do them) versus tasks to eliminate entirely (nobody should be doing them).
    • List all weekly activities and estimate the hours spent on each with specific numbers to reveal where your time actually goes.
    • Circle activities that are both high impact (positively help people you serve) and high income (drive significant revenue) and aim to invest more time there.
    • ​Cross out low impact, low income activities and stop doing them for a week, then a month, and if nothing breaks, drop them permanently.



    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

    • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
    • Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
    • Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
    • Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?


    Then, We’ll Discuss the Plan & Expected Results

    • Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
    • The best way to help you achieve your goals, based on your style and time available to implement.
    • Your anticipated time investments & money investments.
    • What guarantees we can make


    Schedule a Strategy Session
    続きを読む 一部表示
    10 分
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