RESOURCES

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Three Minute Video – Be the Positivity You Wish to See in Your Agency image

[3 Minute Video] Three Minute Video – Be the Positivity You Wish to See in Your Agency

In this month’s 3 Minute Insurance Training Video, Kelly reminds agency owners that they are often leading their team into Eeyore-esque or Tigger-esque attitudes. Teammates will migrate towards the tone their leaders set…so agency owners must be extra careful to set the right tone for positivity in their own agencies.

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Three Minute Video – Why Cell Phones are the Enemy of the Insurance Agency image

[3 Minute Video] Three Minute Video – Why Cell Phones are the Enemy of the Insurance Agency

In this month’s 3 Minute Training Video, Kelly talks about one her own pet peeves: Cell Phones! Your personal mobile device can surely be a useful tool, but it can also be a great distraction. This means poor time management and low productivity, and for a sales organization like an insurance agency, this is bad […]

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Three Minute Video – Why Detailing Your Insurance Agency’s Brand is Critical image

[3 Minute Video] Three Minute Video – Why Detailing Your Insurance Agency’s Brand is Critical

In this month’s 3 Minute Insurance Training Video, Kelly outlines some reasons why your agency’s brand might need some attention ASAP. Your agency’s brand is so important for speaking to the clients you want to write and for staying memorable and front-of-mind. Don’t be forgettable – be ridiculously amazing with an amazing brand! P.S. Talk […]

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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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