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...
Découvrez des podcasts liées à The Automatic Insurance Agency. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !
38. The $10,000/ Hour Test… What You Should NEVER Be Doing Again
Épisode 38
mardi 17 mars 2026 • Durée 11:13
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.
37. The Time Audit That Instantly Shows You What to Eliminate
Épisode 37
mardi 10 mars 2026 • Durée 09:53
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.
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)?
35. Your 20-Year Life and Business Legacy Vision
Épisode 35
jeudi 6 novembre 2025 • Durée 12:07
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.
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)?
34. Why and How Multilining Multiplies Insurance Agency Income
Épisode 34
jeudi 30 octobre 2025 • Durée 10:17
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.
Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
33. Upgrade Your Identity, Impact, Income, Business, and Legacy
Épisode 33
jeudi 25 septembre 2025 • Durée 11:37
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.
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
30. The 3-Day Weekend Decision
Épisode 30
jeudi 4 septembre 2025 • Durée 05:37
Change your business, life, freedom, & future by making & honoring 1 simple decision.
• The 3-Day Weekend Decision encourages professionals to restructure their workweek, aiming for more productivity in fewer days and enjoying a consistent three-day weekend.
• By prioritizing high-impact tasks and eliminating unnecessary work, individuals can achieve better work-life balance and increased job satisfaction.
• The approach challenges traditional work norms, advocating for smarter—not harder—work strategies that lead to more free time and less burnout.
• Implementing the 3-Day Weekend Decision requires intentional planning, clear boundaries, and a focus on results rather than hours spent at work.
• Embracing this decision can lead to greater personal freedom, improved mental health, and the opportunity to pursue passions outside of work.
Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
29. Sales Mastery Stages for Insurance Professionals
Épisode 29
jeudi 11 avril 2024 • Durée 07:16
Go beyond merely selling… or selling competently… and learn how to connect with your prospects in their preferred way of learning, interacting, and buying.
