Short transcript excerpt from a YouTube podcast where Tom explains how he balances multiple roles in an insurance agency by using a 'red zone'/'green zone' activity analogy. Tom describes Green Zone work as activities that move the agency forward (adding producers, account managers, developing relationships) and Red Zone as managing ongoing client relationships he continues to maintain. The piece is practical, focused on role prioritization for agency leadership.
Yeah.
How do you find your way balancing all of these different roles?
Personally, myself, I kind of use your. Your guys's analogy of the red zone and green zone activity. You know, I think of, you know, what am I doing today that, you know, my. My role, you know, Green zone is moving the agency forward, adding more producers, adding more account managers, developing certain relationships, you know, with other. Other outside interests to help us move forward. So that's kind of what I look at, Green Zone, you know, not so much production anymore or not so many centers, centers of influence, but those types of things. So I use the same analogy, but I just use it in a different way, you know, and then red zone is kind of not necessarily dealing with clients, but managing those relationships that I still have, and I still will, you know, have clients to, you know, well, have forever.
So, yeah, I was jotting that down, because I'll tell you, personally, I've done that, right? I mean, like, what's. What's my green zone? You know, what. What's the thing that actually moves things forward, that needs the highest use of my time, energy, and effort? And am I scheduling those things first or. I do. I just kind of hope they appear or does the other stuff sabotage that? And I think, you know, every agency leader can ask himself that question. We actually. I don't know if you know this, Tom. We created a. For sales leaders, we created a different zone. It's kind of unofficial, but the platinum zone. What's that zone look like? And it's. It's some hybrid. But I. I would just say for. For anyone listening going, gosh, am I allowing things to happen to me too often, or am I making things happen? And we know there's no perfect world. You know, you got to have some. Some boundaries in there. But, like, what are the three, four, five things that when you do them every week or consistently, they actually move things forward? And to be able to take some time to think about that and then put those on the schedule first, where you can is super important. So I.
