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
  • 35. Your 20-Year Life and Business Legacy Vision

    35. Your 20-Year Life and Business Legacy Vision
    Nov 6 2025

    Make the Most of Your Life & Business by Beginning with the End in Mind.


    • Many people focus on short-term survival or success, but true fulfillment comes from aiming for significance and legacy in both life and business.
    • Creating a 20-year vision helps clarify what truly matters, encouraging you to focus on two or three big-picture goals rather than getting lost in details.
    • Identifying the top three things you want to achieve in your personal and professional life can guide your decisions and keep you aligned with your long-term purpose.
    • A legacy mindset shifts your perspective, making everyday distractions less important and helping you prioritize relationships, service, and meaningful contributions.
    • Tools like the Legacy Vision Matrix can help you articulate and pursue your legacy goals, ensuring your impact endures for your family, community, and business.



    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
  • 34. Why and How Multilining Multiplies Insurance Agency Income

    34. Why and How Multilining Multiplies Insurance Agency Income
    Oct 30 2025

    Increase the Lifetime Value of Your Customers by Conducting Multiline Insurance Reviews Focused on Their Goals and Dreams.


    • Multilining significantly increases both customer retention and the lifetime value of each client in an insurance agency.


    • Adding more lines of business, like life or disability insurance, is most effective when built on trust and genuine relationships, not just sales tactics.


    • The true benefit of multilining comes from understanding and supporting clients' goals and dreams, not just selling more products.


    • Agencies should position themselves as insurance coaches who look out for clients' best interests, rather than just product providers.


    • Consistently investing time in clients leads to stable, repeat income and long-term business growth.



    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
    10 mins
  • 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
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