Planet of the Agents Insurance Podcast

--- Check out startamembership.com to create your own client club for your insurance agency --- Does your insurance agency stand out?  It's getting harder, but that just means that you need to come up with a plan. Do you have a niche or are you a generalist?  Is it time for a change.  Are you working with referral partners that can delver you a pipeline of clients or are you focused on getting one...

Your monoline clients are big opportunity.  If you are not offering your current clients more than one policy, then you may be missing out on one of the most untapped resources in the insurance industry.  I will be discussing this key topic in this first episode of 2021. ---- Remember to sign up for the newsletter at planetoftheagents.com

----------------------------------------------------------------------------------------------------------------------------- Checkout startamembershipclub.com to learn how to strengthen your branding and increase revenue at your agency ----------------------------------------------------------------------------------------------------------------------------- 2020 is almost over and things surely...

----------------------------------------------------------------------------------------------------------------------------- Checkout startamembershipclub.com to learn how to strengthen your branding and increase revenue at your agency ----------------------------------------------------------------------------------------------------------------------------- In this episode I will discuss common...

---- Remember to check out www.startamembershipclub.com today to learn how to increase revenue and built agency name recognition ---- What's happened in insurance in 2020, so far: Clients are walking in Work from home is here and will probably stay People are Driving Less and more... Most importantly, your agency can adapt, and you can continue to grow, sell, and retain.  Head over to the website...

----------------- Learn more about increasing your revenue by starting a club for your insurance agency at www.startamembershipclub.com ----------------- Insurance is being sold through more channels than ever before, from independent agents, captive agents, online, by phone, and through other platforms.  Is it here to stay?  Should you try to avoid certain products?  Listen to this episode for my...

Insurance agents should be looking at the future.  Is your agency able to compete with companies that are selling the same products as you, online, 24 hours a day?  Does your insurance agency have a niche?  Are you writing just the easy stuff or do you also spend time on harder-to-place commercial lines that have less competition and can create higher revenue for your agency? ---------------------...

Clients expect responses in a timely fashion from their insurance agents, especially personal lines insurance agents selling auto insurance, homeowners insurance, and motorcycle insurance.  People are not going to sit around and wait when there are more and more online options.   In this episode, I review a few things that you need to implement in your business, Personal Lines Insurance agents are...

Personal lines and commercial lines insurance agents need to hone in their marketing to find the right clients that will help maintain and grow their business for years to come.  Let's talk about a marketing plan to create a strategy and set goals.   ---------------------- Featured Sponsor on this episode is: www.startamembershipclub.com - Start a club for your insurance agency -------------------...

Insurance agents have a lot of tasks to complete, so they should have a system to make it easier to know what to do each time that they process a transaction.  Whether you are working on a new lead, completing a sale, or cross selling, by creating a system to get it done, you can reduce your work time and make it easier to operate you insurance agency.

In this two part series, I will discuss a few items: Why do insurance agents and insurance agencies need standard operating procedures? How can SOPs help you insurance agency? What types of SOPs can you create? Remember to subscribe to the newsletter at www.planetoftheagents.com

We have been trained to think of summer as time to relax.  This happened to many of us when we attended school and had a summer break .  So why not use this time to take a look at your insurance agency. Insurance agents can use this time to make plans for September and the pre-holiday season before the December slow down and to set a trajectory for 2021.

Buying leads is a very popular way for an insurance agency to grow.  Insurance agents often purchase leads to get new clients or to expand the types of clients that they are reaching.  But, do you know how well they are really working for you?  What is your conversion rate?  How many leads do you need to buy to close one single new client?  Are you focused on niche leads that offer you opportuniti...

I like to use two types of goals to create a long-term and a near-term plan.  The bigger picture sets a course for my future, while the near-term plan helps me to take the steps to achieving these goals. If you have never set goals or created any sort of analysis for what you are doing at your insurance agency, then this will help open your eyes to so many things.

Running an agency, even if you are a one-person business, can be done with an efficient organization system.  You likely have numerous tasks to complete that are not repetitive, so you need to make sure that you are balancing your time correctly when creating a daily schedule.  If you just do a little of this and little of that, you may never complete anything in a timely fashion and it may cost y...

Most technology about which I read feels geared towards huge insurance companies, but there are products that you can use at your agency that are not expensive and that will help you to grow and maintain business.  IF you're not using at least these items, then you may be losing business to insurance agents that can respond to their clients needs more quickly.

Use this time wisely.  If business is slow, it might be time to refocus and make a plan for your future.  There are several things about your business that you can analyze, such as the type of agency that you run and the time that you want to run.  Determining what clients will fit your mold can create a more efficient agency and increase your happiness factor.

Now is the time fo you to be a leader.  People are looking to your for guidance and comfort during this time.  Be there for them.  It's not a time for watching TV and goofing off on social media.  It's time to work on a marketing plan for your insurance agency.  I share 5 things that you can be doing right now to get a jump start on for when things reopen.  You  need to evaluate your business and...

Over the years, I've worked with different lines in the insurance industry, from life to personal lines to commercial lines.  I have seen both the retail side and the wholesale side, which is helped me to see the struggles of the insurance agent and made me set my sites on making it easier for agents to grow their business and retain clients.  In this episode I tell more of my own story and where...

Insurance agents spend thousands of dollars on leads.  Are you using your money wisely?  Are you making enough to justify this spending?  It's time to analyze how much you make per policy and per client to determine the value of each transaction.  Do you know ho much your time is worth per hour?  You might be selling policies that are too small to even justify processing them.  At some point, you...

Just because you're working for home, that does not mean that you should not be focusing.  You might not have new leads, but you have lots of old ones with which to follow up.  Are you connecting with your clients to remind them who you are?  Do they know that you can help them now or in the future when people get back to work?  It's time to shine and stand out in a sea of insurance agents and pro...

Unexpected things are happening in the world, the economy, and the insurance agency business.  Spend this time retaining your clients and planning for the future.  The world is full of opportunity and it is your job to find it and help grow your insurance business in the modern world.  With everyone being told to stay home, what is going to happen to your business?  Don't let things that you canno...

Retaining insurance agency clients in tough times is key.  There is a constant focus on getting new clients, when you could be focusing on retention and cross selling your current client base.  We do not know what the near-term nor long-term future holds, but that is just part of the ups and downs of working in the insurance industry.   In this episode, we review several talking points that might...

This virus could have a a serious affect on your insurance agency operations and how your producers, CSRs, and agents continue to work.  You might have to start working remotely, add additional software, and enhance your phone and other communication systems.  Let's review a plan of action and small steps that you can take now to make things easier as people start to work from home and things chan...

In your insurance agent career, you are going to have choices to make: What insurance should I sell? What types of customers do I want? What product lines do I want to sell? Do I hire someone, outsource, or do it all myself. These are the tough questions that an insurance agency owner and agent often have to answer.  We will review some options in this episode.