RESOURCES

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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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Beat the Burnout – It Happens to the Best of Us! image

[3 Minute Video] Beat the Burnout – It Happens to the Best of Us!

      Burnout.  Ugh, it happens to us all.  The dreaded Monday you do not want to walk into the office.  We are human, it can happen.  But what do you do when burnout becomes a constant in your office?

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Results vs. Activity – The Balancing Act image

[3 Minute Video] Results vs. Activity – The Balancing Act

Do you feel good when you have been busy or productive? We can all be too busy to even breathe but does that mean we are really effective? Not always. Every agency has to have intention in the activities the team is working on.  They need to know what keeps clients and what sells new […]

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Ditching the Declaration Page image

[3 Minute Video] Ditching the Declaration Page

In insurance we love a good declaration page. Who doesn’t love a good apples to apples comparison? The challenge is that all too often the work to get the dec page only hurts you. Watch this video as Dave explains why the dec page request can decrease your closing ratio. When you put an unnecessary […]

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