3 Steps to Managing Success

Everybody wants to be successful, and you, as a producer, are no different. There are three things regarding your success that you need to be thinking about, and that’s what we’re going to talk about today.

Visualize

All of us want to be successful, but we have to break it down to make sure we accomplish what our hopes and dreams are. So I want to talk to you about three things you can do as a producer to ensure your success and manage it. The first thing you have to do, beyond a shadow of a doubt, is:  visualize. Visualization is a key to put the wheels into motion. Now, I’m not saying that you can imagine something grandiose like buying a multi-million dollar vacation property in the Caribbean and then go out and get it. Typically, you have short-term visualizations and long-term visualizations. Like the multi-million dollar beach house in the Caribbean, those long-term visualizations get broken up into action steps that become your short-term goals.

Now, I’ve heard people say that goals are dreams in work clothes. I agree with that. So visualize what you want, and guess what? You can make your dreams whatever you want them to be. That’s the cool part. Maybe your dream is to write a million-dollar premium account. Perhaps your dream is to buy yourself something material. Maybe your vision is to be able to make enough money that you can help the homeless in ways you never thought possible. Nobody can tell you your dreams but yourself. But the one thing you have to do is visualize them.

Create Goals and Action Steps

Once you visualize them, you need to take that visualization and put it into action, and you have to create the action steps that you need to follow to achieve them. Maybe your action steps take you back to the fact that you need to make 25 phone calls a day, you need to call on eight people in person, you need to send out 50 emails, I don’t know. I don’t know your system. I know mine, and my system is what we’ve taught you in another video to plan backward. And that starts with my end game and then doing all the computations to figure out what my daily behaviors need to be to achieve that.

Celebrate Success

And then the third thing that you have to do is you have to celebrate when you achieve. Now, that doesn’t mean you take a year off of work, well, I mean it could, but you got to celebrate your successes. If you don’t honor your accomplishments, what’s the point? And guess what else you need to do? Celebrate the achievements of those around you. Celebrate your team’s success because none of us, and I mean, absolutely none of us, can achieve our dreams without support and help from other people. So if you visualize your dreams if you put them into actionable steps, and then you celebrate your success when you achieve it, I don’t have to tell you, you’re going to kill it in commercial insurance.

Risk

From InsurTech to Relationship-Driven Risk Management: Lessons for Modern Insurance Producers – A Conversation with Brett Fulmer

In a constantly evolving insurance landscape, commercial producers are being forced to adapt—quickly. Between InsurTech advancements, shifting market conditions, and increasing client expectations, producers must learn how to balance innovation with deep relationship-building and technical risk expertise. On a recent episode of the Power Producers Podcast, industry veteran David Carothers sat down with Brett Fulmer, principal at Newport Beach Insurance Center, to talk about navigating these dynamics with authenticity and strategy. What followed was a roadmap for producers who want to succeed in today’s middle market.

Read More »
Insurance

How Successful Insurance Producers Can Stay Grounded, Build Respect, and Avoid the Arrogance Trap

In the commercial insurance industry, success can come fast—especially for driven producers who are focused on the middle market. The money starts coming in, the book grows, and you find yourself standing in rooms where you once only dreamed of being. But with that success comes a subtle trap—one that’s caught more than a few top producers off guard: arrogance.

It’s not always loud or obvious. Sometimes, it’s the silent erosion of empathy. Other times, it’s the misplaced belief that your way is the only way. In this post, I want to explore how insurance producers can stay grounded even as their careers take off, how they can build respect by honoring where they came from, and how to avoid becoming the very kind of producer people whisper about after conferences for all the wrong reasons.

Read More »

Responses

Killing Commercial Login