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[11 Nov] Ask Dave: Should I Be Making a 30 Day Follow-Up Call On New Clients?

The last couple of weeks we have talked about an onboarding process as well as what to put into a welcome kit.  Most people agree that having a series of emails and/or text messages makes a lot of sense after a sale.  The two that people question the most are the aforementioned welcome kit and […]

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[11 Nov] Why Is Change So Difficult In An Insurance Agency?

Change – the 5 letter word that should be a four letter word in most agencies. Change can send the toughest account manager in a tizzy before you even get the words out. As an industry our job is to minimize risk. When change enters the picture most team members go right to the worst […]

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[08 Nov] Ask Dave: What Should I Include In My Welcome Kit To New Clients?

One of my favorite things to help clients with as part of their New Client Onboarding Process is the Welcome Kit. The overall process can include really cool automation and new technology. The Welcome Kit aims to bring people back to a time when getting an unexpected package or envelope in the mail brought out […]

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