#systems
The repeatable systems that let an agency scale past the owner's memory: documented processes, technology that does the heavy lifting, and the operational backbone behind durable growth.
4 posts
Beyond the Owner Bottleneck: Systems That Scale Your Agency
The bottleneck in your agency is not your CRM, your carrier, or your market. It is the owner doing everything. Here is how to build systems that let the business run without you in every decision.
Producer Scorecard Template: Points, Prizes, and Coaching
A weighted point scorecard template for P&C producers: point values, a daily leaderboard, prize cadence, and the coaching move for the bottom name.
From Hiring Nightmares to Heroes: The Dudes Mailbag
Your hiring nightmares are common and fixable. The agencies that escaped did three unglamorous things instead of hunting for a clever trick.
Stop Hiring Out of Desperation: A Clean 5-Step System
The instinct when someone resigns is to fill the seat fast. That scramble is exactly how you guarantee the next bad hire.