Agency Launch-For Insurance Agents

I share a story of a program I ran to show my customers I appreciated them. It’s important to do your best to stand out from the middle. Rise up and be noticed.

One of the things that I’ve worked really hard at, is providing a work environment that is fun and productive. It’s a hard thing to do, but so important. I share some stories about experiences I’ve had and lessons I’ve learned.

Some general 101 thoughts I have on being efficient with your time and your money.

This is the final episode of my interview with Zach Burke. We talk about the importance of goal setting and also chat about using social media for your agency.

Zach and I discuss internet leads and automation in this portion of the interview.

Zach talks about what it is like to start a business with a family and how important it is to have their support. I also ask him about how he is managing his time.

I asked Zach how he is approaching his budget as a new agency owner. He asked me about my mentors.

In this episode I asked Zach what he is doing to get out to such a great start. Zach turned around and asked me if there’s anything that I would have done different looking back on my career.

Let’s mix it up a little. I sat down and did a Zoom interview with Zach Burke who is a new agency owner. We decided to create some content and share it with you. This is part 1 of a 6 part series.

My thoughts on how to find telemarketers and get to most out of them.

This episode has a story of a sale I closed from a client who told me he wouldn’t change his policy to me unless I saved him at least 20%. He wound up buying a policy from me that was 20% higher.

Customer service is the one thing that you can control in your agency. It’s crucial that you continually train and better your service over time.

Can you onboard a sales producer and pay them commission only. I’m not saying it’s impossible. I am saying it’s very high risk, potentially very expensive and you have to be diligent with training and tracking. You also have to find the right person who is excellent at sales and that in and of itself, might be the greatest challenge.

Two pieces of advice to get you 5-10 hours a week back. Audit your time. Monitor your screen time.

Buying an agency with existing employees is a big challenge. The best thing to do is lay out YOUR expectations of their job. They now work for a new company and it’s crucial that they understand their job might come with different expectations. The best case scenario is that they fit perfectly with what you are trying to do. They they are excited about the change in ownership. That they are excite...

As this is my 48th episode, I felt like you should know a little a lot me. I share a little bit about me and my path to becoming an agency owner.

If I told you do you have to sell life insurance policies by the e nd of next month could you do it? This podcast walks you through how to write life insurance policies quickly.

Sometimes we have people respond to our social media posts in a negative way. This episode walks you through proper ways to handle these difficult online conversations.

Here is a quick method to save you some time. If a potential client comes to you and asks for a quote it’s good to know the minimum premium of the product they are asking about. That way you can gauge right away if they are a good prospect for you or not. If you say, “this is going to be at least $2500” and they are ok with it, they you can apply. If they say “no thanks” you’ve just saved a bunch...

I just had a tough conversation with a client that didn’t end the way I like. This is an unfortunate reality of owning an agency. Just wanted to share with you.

Over time, you will need help with things outside your realm of expertise. This episode walks you through how I build mine.

This is a story about a time where my plan played out as perfectly as I had planned. It doesn’t always work this well, but a few moves with the right intentions can move things in the right direction.

What sounds better, For only $30 a month more, I’ll double your insurance. Or for only $360 a year? Or for only $7.50 a week? Or for only $1 a day. They all mean the same thing, but one of them will give you significant edge in selling.

Got a great question from a colleague that I thought I would address. “How do we know who we compete against”. My thoughts lie inside this episode.

I walk you through one of my more challenging employee situations when I was put in a difficult situation.