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
  • 40. The 80/20 of Your Client Base – Who Stays, Who Goes

    40. The 80/20 of Your Client Base – Who Stays, Who Goes
    Mar 31 2026

    Identify & Invest in Your Most Desirable Clients and Drop, Ignore, or Delegate the Rest



    • Apply the 80/20 principle by focusing on the small percentage of clients who generate most of your results, referrals, and satisfaction.
    • Eliminate clients who drain your energy, reduce team morale, and contribute little value to your business or growth.
    • Set boundaries and filter out attention-seeking clients by requiring commitment steps to identify who is truly serious.
    • Delegate profitable but uninspiring clients so you can focus your time on high-impact work that only you can do.
    • Prioritize and invest in top-tier clients who make you money, bring you joy, and create meaningful impact, as they drive long-term growth and fulfillment.


    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
  • 38. The $10,000/ Hour Test… What You Should NEVER Be Doing Again

    38. The $10,000/ Hour Test… What You Should NEVER Be Doing Again
    Mar 17 2026

    Quantify the value of your work, and invest your time accordingly.


    • Use the $10,000 per hour test (from Perry Marshall’s 80/20 framework) to identify which tasks you should stop doing and which deserve your focus.
    • List all weekly money-making and money-saving activities, including tasks you do yourself to avoid paying others.
    • Assign an hourly dollar value to each activity based on what it would cost to delegate, then rank activities from highest to lowest value.
    • Eliminate activities that lose money, gain nothing, or have no clear economic value, and postpone uncertain tasks for a week, then a month, then potentially forever.
    • Concentrate on the highest-impact, highest-income work while automating or delegating everything else to create more impact and income in less time.



    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
    11 mins
  • 37. The Time Audit That Instantly Shows You What to Eliminate

    37. The Time Audit That Instantly Shows You What to Eliminate
    Mar 10 2026

    Identify the Low Impact, Low Income Work & Stop Everyone in Your Business from Doing It.


    • Do a time audit in spring to free up your schedule so you can better enjoy summer and downshift without losing important business.
    • Distinguish between tasks to automate/delegate (someone else should do them) versus tasks to eliminate entirely (nobody should be doing them).
    • List all weekly activities and estimate the hours spent on each with specific numbers to reveal where your time actually goes.
    • Circle activities that are both high impact (positively help people you serve) and high income (drive significant revenue) and aim to invest more time there.
    • ​Cross out low impact, low income activities and stop doing them for a week, then a month, and if nothing breaks, drop them permanently.



    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
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