American Flag

Make Sales Process & Agency Activities Simple And More Successful.

Todd Shafer"Being the agent and programmer as afforded me the opportunity to field test and improve each process until it proved to increase my results, save me time, and make a task simple and more successful."

Ronald Reagan once said, "I heard hard work never killed anyone, but I figure why give it a chance." I agree and when my sales activity brought with it tons of additional work the last thing I wanted to do was to get more activity. Don't get me wrong, I'm not opposed to a little hard work. What I oppose is what I call minutia.

Insurance is a detail-intensive industry. Rather it is underwriting requirements, having trusted sales techniques, questionnaires, renewal reminders, x-dates, to do's, follow up, developing processes, etc. It all adds up and can make agency activities overwhelming and stressful. This is minutia and what I needed to eliminate to enjoy my agency.

Repeating an effort, overlooking a detail, second-guessing, and working without a process makes everything more difficult, erodes time, produces errors, and will wear you out.

Thankfully, and over time, I started building REAL processes that take over the mundane task, keep me on top sales opportunities, and give me procedures to follow that are quick, proven, and easy to follow. Upon completing my system it literally felt like I could do five times the work I was doing, and yet I was doing it in less time. It's an amazing feeling and has allowed me to dramatically increase my activity and sales.

If you're struggling, need to make agency activities simple and more successful, tired of guessing, want concrete facts that guide and inspire you, and want to work less and make more, then I would like to help.

After being a sales coach for 20 years, I will not hand hold, beg you to act, hold you accountable or candy coat reality. However, I will give you proven how-to, the means to do it, drill on the procedure, and give you a system that does everything it promises to do.

System For IPA's

"It's not so much about the system, but rather the effect the system has on your attitude towards the activities that bring success."
- Todd Shafer