Agency Launch-For Insurance Agents

I went door to door with my daughter selling raffle tickets. There are some basic sales techniques I was able to teach her and she crushed it!

There is a lot of chatter out there about how long it takes to through to service centers.  I talk about reframing this thought.  What are you calling service for in the first place? Are there things that you can do in your agency to cut down on the number of times you need to call service?

I had an agent in my community ask me what I would do if I had $10,000 to spend on my agency.  If you want to get into my community, text me at 208-213-8809

This is a situation you will find yourself in.  This is how I handle policy transfers.  

This episode walks you through some ways to give be there for your clients when you're not expected.  I encourage you to learn any rules or regulations put forth by your DOI in order to avoid getting into any trouble.

Setting expectations and holding staff accountable are two things that are mandatory when optimizing your team. 

The one thing that we have absolute control over is the service we give in our agencies.  This is a story of when I received unexpected customer service and it got me to thinking about what we can do better in our agencies. 

This episode covers an easy and affordable way to meet potential clients and more importantly, potential referral sources. 

This episode is here to help you understand what it takes to build your team. It takes time and patience, but when you get it right, it's magic. 

This is one thing that you can do inside your agency to increase your sales.  

When I was younger, my Dad told me what to look for if my car doesn't start.  "Matt, if your car doesn't start, there are only three things that can be wrong.  Something is wrong with the starter, the fuel system, or the electrical system".  The same type of analysis can be done with your agency if you're not hitting your numbers.  

This episode walks you through an event that happened recently where a clients had a claim. The proper coverage was not on the policy at the time of loss, but it should’ve been. I walk you through how we made this right.

This episode walks you through the growth of my agency and how it has changed over time.

This episode walks you through A campaign that I am building using video email and Mailchimp for automation. This will bring a personal touch to it. It will also make it easy because the final steps are automated.

In this episode I walk you through how my agency handles claims after a claim is filed. Sometimes claims get filed in my agency without our knowledge. It’s important to let the client know that we are aware that this claim is filed, and then we can be a resource for them throughout the process.

In this episode I walk you through how I have shifted my team in the past for the holidays.

How to work a networking group

I have been listening to the biography of Will Smith. He has a great analogy in the beginning of his book about building a career. I share a story that he tells, and how it can relate to what you were trying to build.

This podcast washy through how I got a commercial risk approved in 18 hours. I talk about how important it is to cultivate good working relationships with your underwriters and how to work with them productively.

The best way to grow your newer agency, is to ask people for their business. You can sit behind your desk all day and work leads and send out mailers and spam people’s email boxes. You need to calculate the time and money spent vs. what you get in return.

“It doesn’t matter what I believe, it only matters what I can prove!” - Lt. Caffey

Lists, an app and some technology all have helped me become more efficient.

Some thoughts about checking your attitude and the CHOICE you have made to be in this industry.

There’s a right way and a wrong way to run an event. This episode walks you through an event that was successful, and an event that was not.

This episode goes through a story in which one of my existing accounts was being underwritten. It was discovered that they may be doing something that is creating a higher risk than similarly typed operations. I walk you through how many agency is handling the specific situation.