Agency Launch-For Insurance Agents

I was recently asked how to keep clients in an agency that you acquire. Here are my thoughts.

We had an experience recently that made me take a look at some of our practices. Specifically, setting proper expectations for transition to our agency. This is all fancy talk for, tell clients what they need to do, by what day, and tell them what happens if they don’t do it.

How to properly handle the transfer of clients into or out of your agency.

My honest thoughts in internet leads.

This episode explains a situation I was in when my company is asking for something my clients wasn’t ok with.

My mentor, Troy Korsgaden wrote a new book called Inflection Point and it’s an important read for all insurance professionals. This episode highlights a chapter on the service we must provide to survive. I highly recommend reading it and connecting with him on LinkedIn and Facebook.

I’ve checked emails on the weekends and in some cases, that was a bad move. I learned I was going to be walking into a buzz saw on Monday with nothing i could do about it until then and it only brought me worry. I decided to stop checking emails on the weekends and it’s helped give me a needed break.

Pricing is a regular part of your day if you’re in sales. You need to wrap your head around the psychology of sales and prepare to not win on pricing. You need to win by perfecting your pitch.

This is a technique I learned from Jack Jameson when selling life insurance policies. Also, there is an Easter egg in here for a free book I am giving away. 😀

Delegation is possibly the first, most important thing to master as an agency owner. It will allow you to do what you do best. Market and sell.

I got an email from @brock11johnson. He’s a social media expert. Follow him and do what he says. Brock knows what he’s doing. I share some of his ideas on what to post if you are grasping for ideas.

Here comes a story of me, a client and an underwriter. Had a tough situation this week and there are times we as agency owners are put right in the middle. Here’s how I navigated it.

I recently paid off a small business loan. Small businesses need help sometimes. Maybe things are tight in the beginning. Maybe you don’t want to wait to make some big moves. Borrowing money can be a strategy to consider.

Read the right books, listen to the right books books, listen to the right podcasts. Get better.

Thoughts in what I do to start my day. How I “prime the pump”.

I am a firm believer in not complaining about things you can’t control. Bring me thoughtful solutions.

Sometimes you have a potential client who will only give you so much info for a quote. I talk about how I handle that In this episode.

Staffing is the most important part of my agency and the toughest part of owning an agency. I share some thoughts.

Sometimes you will have clients looking for insurance to cover something that it doesn’t cover. Like an old roof or bad workmanship. Here is how I handled one of those recently.

This was a specific strategy that I used and still use today. It has helped me get in front of potential clients that I normally wouldn’t have the chance to get in front of.

How telling yourself “one more step” can make a huge dent in your sales numbers and increase your level of customer service.

A story about a workers comp audit gone bad. Learn from me. I’ll make the mistakes for you. 😂

In this episode I recall an important conversation had with a colleague about giving memorable service.

This is from something that I was told earlier in my career that was important for me to understand. Everyone is a potential client.

I had a conversation with a colleague recently and it reminded me of some marketing mistakes I have made in my past. I also share how I do things differently.