Agency Launch-For Insurance Agents

I tell a story in this episode about being run through the ringer about coverage on a commercial policy. It was an invaluable experience. It’s ok to not know. The response, “I’m not sure but I’ll find out” is a respectable answer. You just have to know where to find the answers.

Here are some thoughts of writing your first business plan.

This podcast walks you through how to successfully onboard a new producer in your agency.

Time management is one thing that we all struggle with from time to time. This is one technique that really helped me gain control over my busy days.

I had an interaction with a fellow agency owner recently that went sideways over a policy transfer. Wanted to share with you.

Once in awhile we do a quote and the premium we get is significantly higher than what we expected. I walk you through my thought process when this happens.

Get creative with your compensation. This episode tells the story when I leased a car for an employee of mine.

“Life rewards the specific ask and punishes the vague wish”.

I’ve had 16 years of experience dealing with restoration companies. Here are a couple of stories and thoughts behind why we do what we do in my agency.

Sometimes it’s fun to do a contest in your agency to mix things up.

The number one Question that I am seeing from newer agents is how do I work Internet leads. I think newer agents are being told the Internet leads are a great way to grow an agency. I am here to tell you that that is incorrect. This episode walks you through what I believe it takes to build systems to grow the agency that you want to have.

Goals are the bedrock of your agency. You have to have them and you have to write them down. My challenge to you is, set your goals uncomfortably high. You will surprise yourself on what you can achieve. Goals are super important. The wrong goal, can put limits on what you do.

There are a few programs out there available to insurance agents that teach us how to create leads for mortgage brokers in order to form a referral relationship. I bought one of these programs a few years back and wanted to share my experience on using it.

I think the biggest difference between a highly successful agency and an average agency is the expectations we put on our employees. Average agencies have lower expectations of their employees. Highly successful agencies have higher expectations. But you have to know what your limit is on those expectations.

My thoughts on thoughtful gift giving.

I love math. I love numbers. In this episode I walk you through how I break down my numbers from the year 2020 and measure my success.

This is something we all have to deal with. Staff members leaving our agency and going to another agency. There is a right way and a wrong way to have this happen. Also, there is a chance they will come after your clients. This episode walks you through a real life scenario or of tough situation an agency owner is going through. I give some thoughts on how I would choose to handle it.

Some thoughts on how to close out your calendar year.

Patience is something that is something you have to have if you’re in sales. It’s hard to deploy patience if you have a limited number of people you’re chasing. Grow a larger pipeline and you can afford to be more patient.

My closing ratio for home and auto in 2019 was 48%. It was the same in 2018. Up from 44% in 2017. Industry average is 20%. This episode explains how I have done that.

The only thing you have 100% control over in your agency, is the service you provide. Pay attention to how your conversations with your staff are going with your clients. Make sure they are trained to always be helpful and positive.

People ask me how I run an agency of this size with 2 employees.

I’m going through a potential sale right now that is a little tricky. I wanted to share some thoughts with you as I go through it. Always always always, do what is right by the client. Text me! 208-213-8809

Sometimes finding something in common with someone is all it takes to tip the scales on a sale. My thoughts on how, in this episode.

Many companies reward you for high performance for new business production. I always loved chasing after these goals and I explain the benefits of being a part of this group.