RESOURCES

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Three Minute Video – How To: Foolproof Way to Generate Insurance Referrals For Your Agency image

[3 Minute Video] Three Minute Video – How To: Foolproof Way to Generate Insurance Referrals For Your Agency

Do you have a formal procedure to gain those referrals for your agency? Well, we have some great ideas for you to get your customers to give those referrals to you! Are you looking for a sales process? Check out APPx Sales: http://bit.ly/2CgDGen Thank you for taking time to watch our video. We hope you […]

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Three Minute Video – Sales Tip: Prospecting In Your Insurance Agency image

[3 Minute Video] Three Minute Video – Sales Tip: Prospecting In Your Insurance Agency

What can your sales team do to prospect? Here’s a video with some tips and tricks just for you! Thank you for taking time to watch our video. We hope you found value in our content, and will keep coming back to our channel to view our newest videos.

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Three Minute Video – Leadership Tip: Handling The Word Busy In Your Insurance Agency image

[3 Minute Video] Three Minute Video – Leadership Tip: Handling The Word Busy In Your Insurance Agency

Company President Kelly Donahue-Piro discusses that infamous word we hear everyday… “BUSY”. How do we change our perspective on our workload and instead of being “busy” we are tackling projects and being proactive on leads? Watch this video and we will show you how! Thank you for taking time to watch our video. We hope […]

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3 Minute Training Video – Service Tip: How to Handle an Insurance Rate Increase Call image

[3 Minute Video] 3 Minute Training Video – Service Tip: How to Handle an Insurance Rate Increase Call

Rate increases. The greatest gift to the insurance agent. You may be thinking “Did she really just say that?” Rate increases make our lives so much harder but they can have some really great benefits that no one really talks about. Here are a few for your viewing pleasure.

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Goals – Taking your 2019 Temperature image

[3 Minute Video] Goals – Taking your 2019 Temperature

    Kelly and Dave are here to talk to you about setting your 2019 goals.  All too often in the agencies they go in to work with they find there is no formal planning in place.  Here are their tips to help you achieve your goals for this year.

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Service Tip: How to Handle an Insurance Rate Increase Call image

[3 Minute Video] Service Tip: How to Handle an Insurance Rate Increase Call

      Rate Increases. The greatest gift to an insurance agent. Did Kelly really say that? They make our lives so much harder but can have benefits that nobody talks about.

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