Agency Operations

Time Management for Insurance Agency Principals: Stop Running the Agency and Start Building It

Most insurance agency principals are the highest-paid employees in their own business. Here is how to make the transition from operator to owner.

The Operator Trap in Insurance Agencies

When the principal is the best producer, the agency growth is capped by the principal capacity. Breaking out requires a deliberate shift from doing the work to building the systems and people who do the work. The four categories of principal time are production, management, strategy, and systems — most principals spend the majority of their time in the wrong ones. The delegation sequence is document, train, delegate, verify.

Frequently Asked Questions

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