The Automatic Insurance Agency cover art

The Automatic Insurance Agency

The Automatic Insurance Agency

By: Wade Galt CPCU CLU
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About this listen

This show teaches Insurance Agency Owners how to Help More People & Make More Money... In Less Time... Doing What You Do Best.

We share proven fundamentals, strategies, and tools that equip you to build a team of professionals dedicated to growing their income & your agency.

If you're ready to start living the life and creating the business you imagined when you first got started, you're in the right place.


Topics will include

  • Team Member Compensation
  • Agency Profitability (Overall and by Team Member)
  • Marketing Success & ROI
  • Social Media Marketing & Network Marketing Strategies
  • Multiline Sales Process Implementation to Increase Client Reviews, Life & Health Insurance, Mutual Fund, & Other Financial Service Sales
  • Team Member Role Clarity
  • Accountability
  • Sales Activity Optimization
  • Staffing for Optimum Profit & Building the Agency Dynasty
  • Recruiting Process for Superstars (Retention Experts, Auto / Fire Acquisition Specialists, Multiline Review Experts & Agency Automators)
  • Delegation
  • Working a 4 Days per Week or Less while Maintaining Excellent Results
  • Lifestyle Optimization (Creating the Life You Most Desire Outside of Work)

About Wade Galt, CPCU, CLU

Wade has 35+ years in the Multiline Insurance Agency Industry...

  • 8 years’ experience as a part-time team member in a multiline insurance agency
  • 7 years as a productive employee in a Fortune 35 Multiline Insurance Company (2 years in claims, 5 years in Agency Sales Management & Training plus as a Subject Matter Expert for Sales Process Software Design)
  • Over 20 years as a software company founder & owner, corporate consultant, sales process implementation coach, accountability expert, recruiter of superstar talent
  • Provider of mental health counseling (psychology) services
  • Life coach and 3-Day Weekend Entrepreneur

Wade's Innovations in the Multiline Insurance Industry include...

  • INVENTOR of the SMART Bonus System
  • CREATOR of the Automatic Insurance Agency Coaching Program
  • DEVELOPER of the 80/20 Multiline Insurance Sales Process & The Family Insurance Coach Program
  • FOUNDER of the 3-Day Weekend Entrepreneur Coaching Program

Wade practices (and enjoys) what he preaches and enjoys a 3-day weekend over 90% of the time.

Learn more about Wade on Linked In.


2021 - Possibility Infinity, Inc. Economics Leadership Management Management & Leadership Marketing Marketing & Sales
Episodes
  • 33. Upgrade Your Identity, Impact, Income, Business, and Legacy

    33. Upgrade Your Identity, Impact, Income, Business, and Legacy
    Sep 25 2025

    Multiply your impact, income, and possibilities by expanding your vision of how you see yourself and your identity as a professional.


    • Expanding your vision beyond your current achievements is essential for continued growth as an insurance agency owner.


    • Your self-identity acts as a financial thermostat, influencing both your willingness to pursue greater opportunities and your comfort with higher levels of success.


    • Evolving from agent to agency owner, then to entrepreneur, and finally to a person focused on impact and legacy, unlocks new levels of business and personal fulfillment.


    • The broader your self-concept, the more you can positively impact others, create lasting businesses, and contribute to your community and legacy.


    ​• Regularly revisiting and upgrading your identity leads to ongoing growth, greater confidence, and the ability to set and achieve more expansive goals.



    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

    • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
    • Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
    • Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
    • Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?


    Then, We’ll Discuss the Plan & Expected Results

    • Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
    • The best way to help you achieve your goals, based on your style and time available to implement.
    • Your anticipated time investments & money investments.
    • What guarantees we can make


    Schedule a Strategy Session
    Show More Show Less
    12 mins
  • 32. Agency A, B, or C? How Your Agency Positioning Attracts or Repels Top Producers

    32. Agency A, B, or C? How Your Agency Positioning Attracts or Repels Top Producers
    Sep 18 2025

    Choose your level of impact, wealth, & clientele by deciding what level of professionalism you will deliver.


    • There are three types of agencies, with the most effective being those that help clients identify and achieve their goals and dreams.


    • Customers and team members prefer agencies that offer comprehensive, personalized service over those that provide only basic asset protection.


    • Agencies focused solely on asset protection are at risk of being replaced by technology and larger competitors.


    • Engaging clients in conversations about their goals leads to stronger relationships and greater loyalty.


    • The way an agency positions and presents itself is key to attracting top producers and achieving long-term success.



    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

    • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
    • Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
    • Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
    • Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?


    Then, We’ll Discuss the Plan & Expected Results

    • Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
    • The best way to help you achieve your goals, based on your style and time available to implement.
    • Your anticipated time investments & money investments.
    • What guarantees we can make


    Schedule a Strategy Session
    Show More Show Less
    8 mins
  • 31. Who You Should Hire Next

    31. Who You Should Hire Next
    Sep 11 2025

    Stop wasting money on help you don't need and hire the people who will create greater free time for you & results for your business.


    • Focus your time on the three activities that have the highest impact and generate the most income for your business.


    • Make a list of tasks you dislike or aren’t good at, and work to delegate them so you can concentrate on what you do best.


    • Review your current team’s responsibilities and ensure everyone is clear on their top three priorities.


    • For tasks that haven’t been assigned, consider offering incentives or bonuses to encourage your team to take them on.


    • Use your list of unassigned or disliked tasks to guide your next hire or contractor, freeing yourself from low-value work.



    START WITH THE eBOOK

    • Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them



    SCHEDULE A STRATEGY SESSION


    We’ll Discuss Your

    • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
    • Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
    • Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
    • Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?


    Then, We’ll Discuss the Plan & Expected Results

    • Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
    • The best way to help you achieve your goals, based on your style and time available to implement.
    • Your anticipated time investments & money investments.
    • What guarantees we can make


    Schedule a Strategy Session
    Show More Show Less
    8 mins
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