After Kelly Donahue-Piro graduated from Bentley College, she started working as a bank teller. She got a taste of the insurance industry through the bank’s program to drive leads to the insurance team.
The This is the Way blog series asks ITC employees, agents, carriers and other people in the industry how they work and to share their tips. Is there someone you want to see featured or questions we should ask? Tweet us or leave it in the comments below.
Eventually Kelly found her way to an insurance digital marketing firm, where she was part of a service team that was named the most valuable part of the entire system for four consecutive years. In 2014 she launched Agency Performance Partners to help agents with their growth and management strategies.
“I like this industry because it’s full of great people, it’s a career, and you 100 percent get to help people.”
This is the way Kelly Donahue-Piro works.
Cranston, Rhode Island
Partnering with insurance agencies to make them ridiculously amazing.
One word that describes how you like to work.
Current mobile device:
Apple iPhone 6 Plus
Project(s) you’re currently working on:
Agency Academies where we partner with carriers on six-month training programs for 15-20 agencies, WIN Womens Insurance Network a mastermind group for women-owned agencies of $1 million+ in revenue, APPX a customer experience model for agencies and developing a division where we can be an outsourced chief marketing officer.
Accomplishments you’re proud of:
Surviving two-plus years in business, opening a second company Agency Appeal, and employing 10 people!
What are your goals for the next 12 months?
Continuing to grow as a company and as a person to better serve clients and potential agencies to thrive within the industry.
What are your biggest challenges?
Traveling/being on the road. While this is a good thing for business, it can make things a little challenging.
What technology, apps or tools can’t you live without?
Cell phone, Hubspot, Insightly, Tripit, Expensify and now Alexa!
What’s the most recent app you’ve downloaded but have yet to use?
A recent rental car needed me to download an app to use Bluetooth. I’ll probably never open it again.
Describe your workspace.
A cozy, branded office (with colors and textures in our brand’s black and gold) on the third floor with dogs who come to visit and my awesome team by my side.
How do you manage your to-do list?
CRM tools like Insightly and Hubspot, as well as email/text communication.
What’s your best time-saving tip or hack?
If you can finish it in five minutes, do it! If not, put the task into a CRM tool or a to-do list to accomplish later. Make sure you attach a due date to that task!
What does a typical day look like for you?
Wake up at 4:50, walk the dog, and accomplish a few chores. Then, head to the gym at 6 a.m. to have my butt kicked, hop in the shower, and head to an agency. Work with the team on their performance plan, drive home, and generally make three to four calls to clients, make dinner, grab a glass of wine, finish email, and asleep by 9:30!
What is your best everyday habit?
Waking up early and getting in a good workout to get me ready to tackle the day!
What do you listen to while working?
What are you currently reading?
“Mistakes Millionaires Make”
How do you decompress?
Relaxing with a good book on the couch with my pup Roxie
Night owl or morning person?
Who are your business idols and why?
Richard Branson, Chris Paradiso, Mike Stromsoe, Claudia McClain, Donna Yother, and Patty Lares
What’s your favorite blog and/or podcast?
Anything Gary V
Favorite social network?
What’s the best advice you’ve ever received?
If it won’t matter in one year, stop worrying.
If you could switch jobs with someone, who would it be?
No one, I really love what I do.
Who would you like to see in a future This is the Way post?