Cincinnati, OH – Business Coach Customizes Strategic Plan for Insurance Agency

Todd Eppert is a business coach who uses his expertise in the corporate world to help business owners and leaders reach their personal and professional goals. Combining his knowledge of business with their expertise and passion for their industries is very beneficial for the company, and his work with Nick, an owner of a local insurance company, is proof.

Nick was looking for a way to expand his business. Like so many business owners, he was a master of his craft but he didn’t know what steps to take to grow his client list and start working as a leader rather than a salesperson.

Nick and Todd met to discuss the business and the challenges facing the agency. After learning about the business Todd consulted with Nick on creating processes for employees to follow, which allowed Nick to focus more on the big picture. In addition, the plan also included one-on-one leadership coaching, which focused on skills like motivation, listening and mentoring for Nick, allowing him to delegate effectively and get the most out of his team.

The results of Todd’s coaching speak for themselves in Nick’s case. The company has added two key people and Nick’s leadership combined with the processes put in place have led to some amazing growth, with the agency now twice the size it was four years ago.

Nick’s story is a great example of how business coaching can elevate your company and allow you to reach your goals as well. If you’re in Cincinnati or the surrounding areas and have big goals for your company, reach out to Todd today and see if his coaching is the right fit to take your business to the next level.

Hey everyone, Todd Eppert with FocalPoint Business Coaching of Ohio in West Chester. Today I want to take a couple of minutes to share a quick story about a client I’ve been working with on and off for the last four years.

(Cincinnati Insurance) is a Fantastic company that specializes in personal and Commercial lines of insurance in the US, primarily here in the Cincinnati Regional area. They are a non-captive agency, which means they are able to shop around your insurance coverage multiple carriers so that the client gets the best coverage for the best price. They have helped me personally, I’m a big fan of how they do things and what they do. 

Anyway, Nick, the owner, he reached out to me a few years back because he was a really great salesperson, but he needed help building an agency. He needed help with building structure, building processes and hiring some key people to help facilitate the growth that he was desiring in his organization. 

After meeting with Nick and learning about the business, we put together a customized plan that included one-to-one coaching, strategic planning, planning process development along the way and even a business valuation. We focused our time to help Nick work on his business rather than working in his business. 

Well, the results have been fantastic. For the past four years Nick has been able to hire and add two key people to his team that have really helped him facilitate growth through having those processes and adding those structures. And, the agency has actually more than doubled in the last 4 years.

So, if you’re a business owner struggling with an issue in your business whether it be growth or maybe hiring or process development, or maybe you’re even working on an exit strategy thinking about how you going to transition your business to your kids or maybe sell it to an investor, well I can help in that area.

If you need help working on your business instead of in your business, please don’t put off until tomorrow what you can get started on today. Please reach out and schedule a call so that we can decide whether we’re a good fit to help one another out. Again, my name is Todd Eppert with the FocalPoint Business Coaching of Ohio in West Chester and you can contact me on my phone at 513-543-7271, my email address which is teppert@focalpointcoaching.com, or on my website: toddeppert.focalpointcoaching.com. I look forward to meeting you soon, give me a call, thanks!