Category: Agency Strategy
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4 Insurance Agency Processes That Will Make You More Money
The right processes have the ability to transform your agency. Especially when you give them a strong foundation and lots of accountability. But do they help you make money? I believe they do! Those little habits that you and your staff do day in and day out are what create the biggest changes in your…
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Simple Insurance Agency Goal Planning
Happy New Year’s Eve! A new year is now only a few hours away. And while you may be thinking about parties and champagne today, tomorrow you’ll be focused on your plans for the new year. We’ve all had “resolutions” that lasted only a few days. We’ve all set out lofty goals that were impossible…
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What To Do When Your Insurance Office Is Slow This Month
During the holiday season, the insurance business can slow down. Sometimes a LOT. So how do you keep yourself productive even when clients aren’t blowing up the phone? You always want your staff to be busy. Remember, you’re writing those payroll checks even if they are just sitting around chatting. So stuff HAS to get…
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Advice For New Insurance Agents – Keep Expenses Low
I get a lot of emails from people who are just starting in the insurance business or that are contemplating going in that direction. They are looking for ideas on getting clients and making sales, of course, but I always throw this advice in too….keep your costs LOW! If you’ve never been self-employed before, it’s…
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Two Ways To Sell Life Insurance To Existing Clients
Earlier this month we talked about annual goals and building sales from your current book. Today I want to talk about life insurance in particular. This is an area that causes a lot of stress for many agents. Typically because it’s part of your annual requirements but not part of your regular activity. There is always a rush…
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Homeowner’s Policy Specifics…Are You Prepared?
I always think that it’s important for agents to see keep up to date with what large news media sources are saying about insurance. It’s what consumers here and where they take advice. And let’s face it, it’s not always accurate! But if you don’t know what is being said, then it’s hard to be…
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Motivating Your Employees To Sell
Back when I wrote my training course on “Secrets To Getting Your Staff To Sell”, I spent a lot of time researching how people motivated their employees. Well, last night I was reading the latest issue of Inc magazine and ran across a short article called “Don’t Reward Failure.” Basically a study was done on…
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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…