Category: Agency Strategy
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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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The Most Powerful Sales Tool In Your Insurance Agency
I believe that there is one tool that no agency should be without. It’s not a high-tech expensive system or a complicated marketing plan. It’s a spreadsheet. And one that you could probably make in under 10 minutes! We called ours the New Business Log. Yes, I know that if you’re captive, there are tons…
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Cross Sell Insurance To Increase Profits & Loyalty
When you want to increase profits in your agency there are two big options, right? Find New Clients Increase Retention But there is one way that is hiding in between these two. You want to not just hold on to your current client, but increase how much revenue you receive from each of them in…