RESOURCES

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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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Email Your Quote to a Black Hole image

[3 Minute Video] Email Your Quote to a Black Hole

Are you emailing your quotes to clients because you think that they need to see something? Some people yes, but for most people they will only look at one thing… PRICE! Remember, for all the clients who want to see something you can always email it after you review their options with them. When you […]

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[3 Minute Video] Complacency is Contagious

Hi. Do you ever feel complacent in your business? Well, if you are complacency is awful contagious. If you, the leader or you, the staff member are feeling complacent just wait to see how quickly it rubs off on someone else. Complacency creeps in and then it’s really hard to get rid of. So if […]

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