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Webinar Series

6 Effective Ways to Step Up Your Insurance Agency Ownership Game

Illustration of people learning

We’ve built an end-to-end webinar series that offers tips, knowledge, and strategies to help you seriously enhance your insurance agency ownership game. We structured this series in a stepping-stone format to illustrate what it takes to grow and build your insurance agency, with the final event discussing agency valuation.

The webinar series is available on demand, with each webinar lasting about 30 to 45 minutes. We encourage you to view the entire series, but if you are pressed for time, check out the highlight reels to see what sparks your interest.

Affiliation Stories

My Affiliation Story With Shelli Trumbull of Seattle, WA

Check out our new video series “My Insurance Story—Real Producers. Real Stories.” We kick off this series with Shelli Trumbull who is now an insurance advisor with Leavitt Group Northwest in the Seattle, Washington, area. Shelli shares her experience with making some big decisions around affiliating with Leavitt Group.

Everyone has their own unique path. What’s yours? Listen to Shelli’s story here.

Part 1—Shelli shares why she chose insurance and Leavitt Group.

Part 2—A growing agency comes with challenges and a need for new solutions.

Part 3—More resources and better service for clients.

Grow your agency

Increase your agency revenue with Leavitt Group

Affiliating with Leavitt Group has changed things for the better for these agency co-owners, including helping them grow their business in significant ways. Hear them talk about the success they have seen thanks to becoming part of the Leavitt Group family.

Put your team on the path to success

Our team will help your new producers succeed. We provide producers with CRM and sales tools training, a 100 day goal program, education courses, clear instructions about expectations, and regularly meet to ensure they have everything they need.


Podcasts

Bob Smith Portrait

Bob Smith—Moving from Nationwide to Leavitt Group

Bob Smith shares his experience moving his agency from Nationwide to Leavitt Group, and discusses what to consider when moving your agency.

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Bob Smith—How Leavitt Group helped grow his agency

Learn the steps needed to take your agency to the next level of sales and growth.

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Life with Leavitt Group

See how affiliating your insurance agency with Leavitt Group can change your business and life for the better.

Affiliating with Leavitt Group has changed things for the better for our agency co-owners, including helping them grow their business in significant ways. Hear them talk about the success they saw thanks to becoming part of the Leavitt Group family.