Astutely

03/23/2026

06/10/2025

We love partnering with great organizations like Leavitt Group Texas Select. Another great year in the books! 2025-26 here we come!

07/04/2024

While you do not want to get bogged down in the emotionality of your clients claims, you do want to ensure that your team connects with your clients emotionally during stressful times so they feel heard and seen during stressful times. This will help your retention of said clients when it is time for renewal. Having a team with the right Emotional Energy scores can help ensure you connect with your clients instead of brushing them off and merely focusing on the task.

To ensure your team is able to connect with your clients so that you can increase your retention percentage when renewals hit, click here:
https://astutely.info/DM-FBB

07/03/2024

No one person can do it all. You know that. But do you know the things that you should delegate, and to whom you should delegate them to? If you know your personality traits and the things that cause you stress, and you know your team members personality traits and the things that cause them excitement and stress, then you can delegate responsibilities to the right person to help your agency grow.

To learn how to delegate and to whom, run a Birkman Personality Assessment on your team . Click the link below:
https://astutely.info/DM-FBB

07/02/2024

Are you tired of doing it all? Are there things that are not getting done because you can't get to them fast enough? As part of your interview process, do you have a specific section of questions about leadership? Hiring people with the potential to lead is one of the key missing elements in many agencies. With a mixture of experience and personality traits, there is a lot to consider when finding people with the potential to lead. If you don't have the people you can lean on and can lead your agency right now, don't be afraid to hire them into your agency so you can' continue to grow.

To learn how to interview with this in mind, join our Insurance Agency Group Coaching Program where we discuss this topic and many more in great detail. Click the link below:
https://astutely.info/DM-LIGC

07/01/2024

06/27/2024

While Tommy Boy's dad sold brake pads, he could easily sell a ketchup popsicle to a woman wearing white gloves. He had the gift to persuade and could sell anything he was excited about. Behold the Persuasive Interest right before your eyes. The Persuasive Interest shows each Team Member's preference and excitement to sell, promote, or motivate people to "buy" the things that they are excited about. Successful Producers/Sales Agents or Account Managers/CSRs will have a high Persuasive score.

To learn how the Birkman Persuasive Interest can positively impact sales in all aspects of your Service and Sales departments, click here:
https://astutely.info/DM-FBB

06/26/2024

Most agents are afraid of training their team members for fear that they are going to leave. But what if you don't train them and they decide to stay? Now you have a team member that is underperforming and draining your agency's resources and potential. Train your team members and improve their performance, giving them a career path and new challenges, and they are much less likely to leave.

To learn how to train your team to improve their performance, join our Insurance Agency Group Coaching Program where we discuss this topic and many more in great detail. Click the link below:
https://astutely.info/DM-LIGC