Insurance Annual Reviews Process Made Easy

Annual Reviews (also called Customer Protection Reviews) have been around a long time.  The basic idea is that you meet with every client each year to review their coverage and make adjustments as needed.  It’s also seen as a good opportunity to up-sell.  But here is my experience with the “typical” annual review process… Your staff spend…

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5 Things To Track In Your Insurance Agency Today

Tracking is so important to having a successful business of any kind.  If you don’t know the numbers, it’s going to be pretty hard to improve them isn’t it? When you are working on sales, and someone else is answering the phone, and another person is making sales, and someone else is updating the books,…

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Get Your Staff To SELL

Today is an exciting day!  This morning I saw my face on the cover of PropertyCasualty360.com (Agent & Broker magazine) for an article I wrote about Facebook marketing AND today is the day I’m sharing a brand new training program on Getting Your Staff To Sell! I talk to agents all the time about what…

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Telemarketing Tips To Sell Insurance

Yesterday we talked about creating an in-house telemarketing campaign in order to drive new quotes (without paying a fortune for leads). Today, I wanted to give you a few tips for when your staff start telemarketing.  You will inevitably run into pushback if they haven’t telemarketed before and I don’t want that to keep you…

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Track Your Insurance Staff’s Daily Sales Activity

A blog reader asked me recently about creating a daily sales activity report where a manager could check an employee’s progress on a regular basis.  So today, I’m going to give a few ideas on how you could create one for your agency. One thing I’ve noticed is that even with all the technology we…

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