The Automatic Insurance Agency

Hosted by Wade Galt, CPCU, CLU

Business Entrepreneurship Marketing

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Latest episode

Mar 2026

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EN-US

About the show

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 .

Listen to episodes

38 recent

March 31, 2026Episode 4012 min

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

Identify & Invest in Your Most Desirable Clients and Drop, Ignore, or Delegate the RestApply 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 eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session

March 17, 2026Episode 3811 min

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

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 eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session

March 10, 2026Episode 379 min

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

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 eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session

November 6, 2025Episode 3512 min

35. Your 20-Year Life and Business Legacy Vision

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 eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session

October 30, 2025Episode 3410 min

34. Why and How Multilining Multiplies Insurance Agency Income

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 eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session

September 25, 2025Episode 3311 min

33. Upgrade Your Identity, Impact, Income, Business, and Legacy

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 eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session

September 18, 2025Episode 327 min

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

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 eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session

September 11, 2025Episode 317 min

31. Who You Should Hire Next

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 eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session

September 10, 2025Episode 2820 min

28. The 3 Experts for Your Multiline Insurance Agency

Simplify Your Staffing, Hiring, Onboarding, Compensation, Training & Firing by Running Your Agency with 3 Primary RolesStaffing the agency with the right experts in each role optimizes profit and creates a more automatic agency.Different sales require different experts, so it is important to avoid mismatching roles.Retention experts maintain & service the book of business, reduce lapses, and set appointments for multiline experts.P&C Acquisition & Growth Experts GENERATE business for the agency with networking, marketing, & calling activity.Multiline experts focus on selling additional products and ensuring the best coverage for clients.START WITH THE eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session

September 4, 2025Episode 305 min

30. The 3-Day Weekend Decision

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.START WITH THE eBOOKGet the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix ThemSCHEDULE A STRATEGY SESSIONWe’ll Discuss YourBiggest 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 ResultsWhich 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 makeSchedule a Strategy Session