Category: Manage Team
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Make Password Management Easier
It’s back to school week here, which always gets me to thinking about organization. School supplies, calendars, all that fun stuff. But DIGITAL organization is often overlooked! Especially when it comes to password management. So today I want to share an app with you that I’ve used for several years that I think you’ll LOVE! …
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Create A Job Post On Facebook
It’s time to hire a new sales producer for your insurance agency. Where do you advertise the position? Back in the day you might have listed the job in the newspaper. Then you moved on to job websites like Monster or Indeed. But now? You can use Facebook! And it’s incredibly easy and effective. Today…
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Sales Incentive Plan
Ready to create a sales incentive plan in your insurance agency? A few weeks ago, we talked about common sales personality types in insurance agencies. I gave a breakdown of the Optimist, Planner, Closer, and Problem Solver profiles. Once you understand how they work, the next question is how to apply it to YOUR agency.…
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Insurance Sales Personality Types
Have you ever wondered why you could take two staff people and train them the EXACT same way and one would be great at sales while one would be terrible? It might just be their insurance sales personality! I’ve seen this happen over and over again. And the more research I’ve done, the more the…
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Want To Guarantee New Insurance Leads? Do This.
Every day I hear from insurance agents that want to generate leads from social media, BUT they don’t see how to make it work. They’ve tried hooking up their Facebook page to automatic posts from their company and heard nothing but chirping crickets. So HOW do you actually see new business from social media when you’re…
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Insurance Agency Process: The Weekly Team Meeting
If you’ve set big goals for yourself and your agency this year, then you need to have a process in place to review those goals on a regular basis. One of the easiest ways to do this is with a weekly team meeting. It’s so easy to lose sight of BIG goals when you get…
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59 Insurance Marketing Ideas, Tips, & Strategies To Get All The Clients You Need
Need more insurance marketing ideas? Your insurance company representative will tell you to spend, spend, spend. But you can still create a strong, successful agency without draining your bank account and sending out hundreds of postcards (that never seem to get you any business!) You won’t see expensive TV ads or newspaper inserts…
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Goal Setting For Your Agency Staff
If you read my last post, then you’ve already learned my process for setting action oriented goals. (If not, read it first here!) But what about your STAFF? As I explained before, goals are a process. Checking one off the list should help other goals get closer to completion too. Remember – quotes lead to…
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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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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…