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[19 Jul] Reducing Work Effort During Vacations

For many people, vacations are a time away from work.  In fact, there are certain industries where employees are required to take their vacation and their access is actually shut off.  I have found in our industry, working during vacations is fairly common, especially for agency principals, producers, and managers.  As an insurance consultant, it […]

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[09 Jul] How to Handle “Holidays” in Your Insurance Agency

I’m sitting here writing this blog the Tuesday before the 4th of July (Thursday), and I have had many conversations with agencies about the big debate: Should we close Friday, July 5th? Now, this is a loaded question for most agencies. Generally, we have to make this decision way back in December of the previous […]

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[24 Jun] Just ASK for the Business

Over the years, I have had the pleasure of working with many agencies and helping them with their sales processes.  In doing so, I’ve often come across a critical sticking point with agents. There is a common problem understanding the end goal of quoting coverage.  For many, delivering the quote IS the end goal. What […]

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[24 Jun] Top Ten Obstacles to a Successful Outbound Annual Review Program (Part II)

Welcome to the second blog covering the second half of the top ten obstacles faced when creating a successful outbound annual review program (you can read the first half here).  Many agencies have tried to implement this type of program and have been derailed by these obstacles.  Our AppX Retention training program focuses on making […]

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