Confidential Agency Assessment

Confidential Agency Assessment
You can have your "ideal" insurance agency!
- Generate maximum, annual, renewal and cumulative agency income
- Attract and retain a high quality sales team
- Reduce your stress, anxiety and uncertainty
- Enjoy ultimate time freedom, flexibility and fulfilment
I realize we don't know each other, and I also understand this requires a little bit of trust and a small leap of faith.

You can be assured your Confidential Agency Assessment is exactly that, 100% confidential. Your responses are only seen by me and will not be shared with anyone under any circumstances.

You can enter as much or as little information as you want; however, the more details you provide, the better I'll understand you, your agency, your team and your objectives.

After you submit your Confidential Agency Assessment, you'll immediately be taken to my calender scheduling page to select a manually convenient time to join me on an Agency Diagnostic Call to explore how you can optimize your agency operation, team performance, annual and renewal income and personal freedom.

I call it a "diagnostic" call because I'm going to perform a close examination of your agency.

Don't worry, there's no cold stethoscope or any lab tests involved; my questions are my diagnostic tools.

If I determine I can help take your agency to the next level of success or solve a major problem that's holding you back (or both), I'll offer a "prescription" which you then may choose to "fill" accepting my offer to work together based on what I feel would be most beneficial for you and your agency.

If we aren't a "match", that OK, we'll part friends and you'll likely have gained some cool insights and ideas into how to make more money from your agency and gain back more of your precious time and I'll try to point you to other resources I feel might be best suited for your objectives. Either way, I can promise you this will be an extremely valuable session.

If we're a good fit, we can talk next steps.

Fair enough?

Barry Rutten, CFP®
Founder, Multi-Line Agency Success Blueprint™

Agency Owner & Agency Information
Today's Date*

MonthDayYear
Date
Agency Owner's First Name*
Agency Owner's Last Name*
Agency Relationship*
Email*
example@example.com
Agency Owner Cell Phone Number*
Agency Website*

Please Tell Me About Your Role as the Agency Owner
How many years have you owned your insurance agency?*
On a scale of 1-10, how motivated are you to increase your current agency income and agency owner take-home pay? (1 is Not Motivated at all & 10 is Extremely Motivated)*
On a scale of 1-10, how motivated are you to increase the amount of free time you're able to enjoy during the week without worrying about your agency? (1 is Not Motivated at all & 10 is Extremely Motivated)*
On a scale of 1-10, how motivated are you to reduce the amount of stress you deal with as the agency owner? (1 is Not Motivated at all & 10 is Extremely Motivated)*
On a scale of 1-10, how motivated are you to achieve agency top performer recognition and see your name as the "Leader Board"? (1 is Not Motivated at all & 10 is Extremely Motivated)*

Tell Me About Your Leadership of Your Team
Do you currently employ and lead a sales team?*

Tell me about your Agency Sales Systems and Processes
You have a proven and reliable sales system to ensure that every line of insurance a new and/or existing customer/client of your agency requires, is being written in a timely fashion for maximum premium, commissions and retention?*
Are you confident that you (and your sales team) have a proven process to avoid and eliminate objections, rejections, stalls, and delays so you're not needlessly losing policies and commissions?*
You have tested and proven processes and procedures to recruit, interview, select, hire, onboard, manage, lead, monitor, motivate, compensate, and terminate sales team members?*
You're confident that the leads your agency are generating are being handled by skilled sales producers (including you), using proven and consistent sales language and techniques that result in high sales closing ratios in P&C, life, and disability, etc.?*
Do you feel your agency is effective at identifying and producing highly funded cash value life insurance policies to generate maximum premium and commissions?*
Are you confident that you (and your sales team) have a proven process to avoid and eliminate objections, rejections, stalls and delays so you're not needlessly losing policies and commissions?*
You're confident that the leads your agency are generating are being handled by skilled sales producers (including you), using proven and consistent sales language and techniques that result in high sales closing ratios in P&C, life, and disability, etc.?*
Do you feel your agency is effective at identifying and producing highly funded cash value life insurance policies to generate maximum premium and commissions?*

Tell me about your Agency Sales Activities and Results
As the agency owner, do you personally conduct financial services (life/annuity/disability/LTC) sales appointments with prospects/clients on a regular basis?*
What is your agency's current annual P&C renewal gross income?*
How much total life insurance premium did your agency write in the last calendar year?*
How much total disability insurance premium did your agency write in the last calendar year?*
How much total life insurance premium would you like your agency like to produce annually?*
How much total disability insurance premium would you like your agency like to produce annually?*

Agency Owner Goals and Aspirations
Do you consistently achieve the sales and other goals you achieve for your agency at the beginning of each year? *
Are you currently on track to meet all of your agency goal this year?*
What are the top 3 business priorities of your agency?*
What are you and/or your sales team doing over and over that just isn't working? What is making you "bang your head against the wall"? *
Where do you see your agency 3 - 5 years from now? Be as specific as possible. (agency size, revenue, number of sales producers, amount of vacation time, amount of free time during the week, etc.)*
If we decide to work together, what are 3 major goals you'd like me to help you to accomplish in the next 3 - 6 months?*
If we decide to work together, what are 3 major goals you'd like me to help you to accomplish in the next 12 - 18 months?*
Are you open to quickly implementing new ideas, tools and techniques, strategies, systems and processes, etc. if you believe they'd benefit your agency?*

Thank you for completing your Confidential Agency Assignment

Please submit your assessment below

Note: Check your inbox for a few emails at Magnetic Sales Systems® and be sure to check your spam/junk/promotions folders in case they get routed there.

Your Confidential Agency Assessment is exactly that, 100% confidential. Your responses are only seen by me and will not be shared with anyone under any circumstances.

When you submit your Confidential Agency Assessment by clicking SUBMIT below, you'll immediately be taken to a calender scheduling page to select a manually convenient time to join me on an Agency Diagnostic Call to explore how we can "cure what ails your agency" and create a healthy, thriving, highly predictable, extremely profitable, low stress "ideal agency" that serves you, your family and your lifestyle instead of you being a slave to your agency.
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