RESOURCES

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Three Minute Video – The Low-Lying Fruit Every Insurance Agency Should Gather image

[3 Minute Video] Three Minute Video – The Low-Lying Fruit Every Insurance Agency Should Gather

In this month’s training video, Kelly talks about the top three types of low-hanging fruit in most insurance agencies and how to harvest it, saving your agency AND your clients time and (in most cases) money! These top three fruit are: Monoline policies and underinsured customers Customers who left the agency Customers who received quotes, […]

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Three Minute Video – Role Playing: Building Rapport image

[3 Minute Video] Three Minute Video – Role Playing: Building Rapport

Dave and Kelly are bringing you a very special 3 Minute Training video this month! Instead of their typical lesson, they are going to do a role play. This will show you how to build rapport with a prospect, calling the agency for the very first time, in just a few minutes.

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Three Minute Video – Not Ditching Your Desk? Then What? image

[3 Minute Video] Three Minute Video – Not Ditching Your Desk? Then What?

It’s a tale as old as time: When the sales numbers are down, you can predict what’s going to happen at your agency. The marketing people are going to say, “We’re providing all of these leads, but the salespeople can’t close them.” And the salespeople are going to say, “Yeah, because the leads stink!” The […]

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Three Minute Video – The Madness of Missed Opportunities image

[3 Minute Video] Three Minute Video – The Madness of Missed Opportunities

When I talk to independent agents they are often saying to me that they do not have enough new leads to grow.  They need new leads to come into their systems in order to survive.  There may be some truth to that.  But I also like to look at what opportunities we are missing in […]

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Three Minute Video – Teacher’s Torment Sales Calls image

[3 Minute Video] Three Minute Video – Teacher’s Torment Sales Calls

The number one you can do to improve your sales is also the number one thing you do not want to do.  And that is record, and listen to your sales calls!  Nobody really wants to do this.  Either you don’t have time or you just don’t want to listen to yourself.  But this is […]

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Negative Nancy and Downer Dave Walk Into A Bar image

[3 Minute Video] Negative Nancy and Downer Dave Walk Into A Bar

What happens when Downer Dave and Negative Nancy walk into an agency? Nothing good! What we find a lot of time in agencies there is a negative influence that is a dark rain cloud hanging over the agency. It is something the agency owner doesn’t enjoy dealing with, the staff notices and it starts to […]

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