TEAM Coaching
Introduction
- A customized approach to agency coaching.
- Every agency is unique with its strengths and weaknesses, opportunities, and threats.
- You know what your agency needs. Where you need help. Or just a boost.
- Do your current advisors truly understand your business and the competing interests for your most valuable resource - time?
Our Approach
- No judgment, just an outside resource with no interest in you or your agency.
- We provide understanding, encouragement, knowledgeable advice, and hold you accountable.
- Part mentor, part therapist, part problem solver - we do whatever it takes to help you grow your agency.
Areas of Focus
- Team Elite works with you to improve one or two areas of your agency.
- Staffing, Carriers, Marketing, Lead Gen, and more.
- Establish goals and work with you for 6 months to achieve them.
The Problem We Solve
- Agency owners often invest in programs that promise the world but don't deliver.
- The good news is, with Team Elite, it's an affordable 6-month program that fits your agency's needs.
- Unbiased advice and recommendations from experienced industry veterans.
Key Questions
- Where do you need help in your agency?
- Where would you like to be in 6 months?
- Are you willing to invest $500 a month to hire an experienced industry veteran to help you get there?
Our Process
- 60-minute discovery call to assess your needs.
- Upon joining, a 90-minute call to develop a coaching plan.
- Monthly 3-4 hour one-on-one Zoom sessions with Duane.
- Dedicated time for call summary, research, action items, and plan updates.
Pricing
- $3,000 for 6 months
- $500 per month
- 6 hours per month
- 3-4 hours of live consulting
- 2-3 hours for action items, summaries, and recommendations
Special Offer - Lead Maker/Agency MVP Customer
- $2,700 for 6 months
- $450 per month
Areas of Focus
- Staffing
- Carriers
- Networks/Corporate
- Leads/Prospecting
- Production
- Systems/Processes
- Marketing
- Community
Our Goals
- Provide a safe place to share the challenges and frustrations of owning an insurance agency.
- Achieve real-world results: Growth in premium, policy count, and process efficiency.
- Help you become a better agent, leader, and producer.
Our Mission
- We're here for you, to vent, share, and improve.
- Our goal is that you like what Team Elite did for your agency and want to continue a relationship with us.
- Let's kick butt, make new friends, and help your agency grow.
Premium Growth
- For a $3,000 investment, you'll need $30,000 in premium value to break even.
- Depending on your agency's Average Annual Premium per account, you'd need a specific number of new accounts to break even.
- Remember, premium growth is not the only goal, but we believe you'll see it.
Commit to Success
- Commit to six months to allow time for the plan to work.
- A coach is judged by wins and losses, and if we don't meet your expectations, you can part ways.
- Our hope is that you'll see real growth and be a happier agency owner.
Contact Us
- Contact us today for your 60-minute discovery call.
- Join Team Elite to take your agency to the next level!
- duane@teamelitemktg.com
