Agency Intelligence: The Insurance Podcast Network

You have to be able to put one foot in front of the other no matter how fast you move at first. The dangerous side of acclimation is standing in a cesspool and not knowing it. You can’t expect to move you’re agency forward if your surround by an undetectable toxic environment. First you have […] The post Get Stuff Out of the Way to Make Progress Possible appeared first on .

Traditional sales training never takes into account the person you’re trying to take the business from. If you can’t successful separate a client from their current broker than you’re not giving them a real opportunity to hire you. In this episode Jason Cass talks with Randy Schwantz, the best-selling author of several books include The Wedge […] The post Close More Business By Firing the Incumben...

The truth is that not everyone gets to keep selling insurance, even if they want to. Not acknowledging the high churn rate of agents in our industry would be like trying the movie “Spotlight” like a work of fiction. It happens and it happens a lot. If we don’t start talking about it more it’s […] The post Sometimes We Don’t All Make It appeared first on .

It’s a tempting option that should be true but could possibly leave you holding the bag. We are genetically hardwired to get the most out of doing the least amount of work, so the idea of buying up existing insurance agency fits right in. The only problem is it could also have the potential to […] The post Should You Buy All Your Clients at Once? appeared first on .

It’s the little things that really do have the potential to create a big impact. The only problem is making them happen over and over again on their own is no small task. Trying to making something like that happen usually opens you and your agency to a plan that might not go as smoothly […] The post How Much Business Are You Missing When Things Don’t Go As Planned? appeared first on .

In a saturated industry, how do you stand out? We all know that the end goal is to get the premiums on our books. So how do you accomplish this goal? Are you buying leads? Are you getting referrals? Are you capturing the power of SEO? Do you have to spend money to make money? In […] The post Design, SEO, and Insurance – Getting Premiums on Our Books appeared first on .

Why would you stack the deck against yourself when the difficulty level is already higher than you can handle? Content will never be simple until you give yourself permission to create it during a time that’s right for you. That means in the morning, the afternoon or night. It’s doesn’t and shouldn’t be a reclusive hobby […] The post How You Can Make Creating Content a Simple Sales Activity appear...

There is no insurance law that says you have to do anything and everything someone asks for when they call your agency. You also don’t need to keep the same systems and process you’ve had the last 20 years. The only thing that happens when you do is your clients get a slightly god awful […] The post We Don’t Do That Anymore appeared first on .

Don’t make yourself feel better by making up reasons you can’t do something. Instead, be honest and comfortable with the fact that you might not need the thing you’re excusing. Knowing what you do well and works is ten times more valuable than chasing the next big thing. Business and marketing shame is a cottage […] The post Excuses You Tell Yourself That Aren’t True appeared first on .

Has your agency paid its staff the same way since 1952? Do most of your employees become complacent once they start making a certain amount of money? If you haven’t changed the way you reward the work being done for you why should you expect different results? Today Jason talks with Tom Baker who runs […] The post Pay Your Employees Based on One Goal appeared first on .

The people who make the calls are the ones who are the most successful, the question is if your making the right one for today? We all wish there was a line of people around the corner waiting for us every morning when we got to the office. How can you pull people to you instead […] The post Business Finding You Vs. You Finding Business appeared first on .

How do you break through a ceiling you didn’t build in the first place? The disenchanted state of insurance agent commissions and the “value” we’re required to add to make a sale are running quickly in the opposite direction of each other. Goals aren’t being met and business is staying the same. Can it be […] The post This Can’t Be Your Agency’s Maximum appeared first on .

What if you could keep existing clients happy and attract new ones all at the same time? That is just one of the challenging part of the job being an independent insurance agent. Between sales, services and client happiness you can easily get lost chasing one of those three tails. Making sure you know which […] The post Are You Giving Clients Something They Can’t Buy? appeared first on .

There are a lot of things that can happen when you buy another agency, but there’s one thing you can have total control over. Buying an established “book of business” as we like to say is a decent way to grow your agency. But a lot can happen during that process to determine it’s overall […] The post When Two Agencies Become One appeared first on .

When we as agency owners and managers take the time to learn about the natural skills of our staff and new hires, we can create an optimal work culture for our agencies. Whenever we talk about improving our agencies, we often relate back to the customer experience and neglect the importance of the staff’s role in the customer […] The post Hiring the right people for your agency and nurturing their...

It’s an age old questions that never seems to have an answer that lasts long enough to keep anyone happy. There’s an easy answer that you can start using today and there’s a more advance answer that you’re really going to have to be serious about email and marketing in general to be able to […] The post When’s The Best Time to Send Emails? appeared first on .

If we don’t, there won’t be anything left to control. Sometimes you have to do something out of pure necessity even before you have it completely figured out. That’s where the insurance industry currently stands when it comes to improving our current system sharing information and streamlining processes. It’s not the overall difficulty of the […] The post Doing the Easy Things Regardless of Who Co...

If you try too hard to set goals, the action of setting them becomes a goal itself. As agents we’ve been born and raised in an environment that welcomes interruption. Whatever is standing the closest to us or whoever is screaming the loudest usually gets our attention and ultimately distracts us from “that thing we […] The post How to Set Simple Goals That Get Results appeared first on .

When we say “run your agency like a business” we’re keeping our end of the advice by providing you with the most valuable resources to build your agency business. In this podcast, we’re lucky to have Skip Weisman, a former CEO of five different Major League Baseball franchises. This experience gave Skip tremendous insight and skill for building high-performing teams in the workplace […] The post R...

If a policy can’t support the value expected by the client, something has to change. It doesn’t matter if it’s the policy (see commission) or the client. Giving away foolishly unsupported value will have you cleaning out your office faster than a custodian with an abnormally small bladder. Before you start throwing hard objects at […] The post The Danger of Clients Demanding Unpaid Value appeared...

I know you know his name. His name is synonymous with success. He knows the insurance business and has made a ton of money helping insurance professionals make a ton of money. On June’s 23rd’s Thursday Mastermind Call, we had the pleasure of having Jeremiah Desmarais join us for our GROWMastermind meeting that we had on […] The post LinkedIn and the Key to Writing Business Insurance appeared first...

Is it possible for three corners of our industry to look each other in the eye at the same time? That’s what it’s going to take if we’re ever going to sort through the technical, logistical and practical problems creating a uniquely standard “one time system.” Currently agency management systems don’t have the proper demand or financial incentives to take action. Today Joey talks with Nate Waite a...

We are honored to have Dave Frees on our podcast to teach us some things about enhanced communications. If you haven’t heard him speak, just take a look at his bio below to understand that depth of his impact. In this podcast we get a teaser on some very powerful approaches in communicating, persuading and […] The post Insurance Agents – Communicating, Persuading, Influencing appeared first on .

There is no final destination for how your agency does things, there’s just a current state of being. Tell me if this sounds familiar, you want to improve the way things are done in your agency but you get so over whelmed with the best way to do it. So much so you end up doing nothing. Not only do you NOT build that new system, but your now so distracted by your inability to build that new system...

The last time Jason and Joey went to head to head, Google Hangouts was a big thing and they talked about The Internet of Things (IoT). In this Grow Show they talk about the customer experience and what it means to stand out and separate yourself from other agencies. And guess what? It has nothing to do […] The post Is Your Agency Connecting Its Decisions? appeared first on .