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[15 Jan] Why Haven’t You Provided Sales Training for Your Insurance Agents?

Things have changed in insurance with the advent of inbound lead generation. We previously hired producers to go hunt and kill new business. The service team took care of them, and the sales team brought them to the door. Those were the days of cold calling, liquid lunches and car phones. I’m not saying the […]

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[08 Jan] How to Survive Family Based Insurance Agencies — Tips for Everyone

We just got done with the holidays, and, at least for my family, it was a great reminder of how complicated family relationships really are. When you couple a family relationship with business, you can see how there may be some landmines out there just waiting to be triggered. Family based businesses provide legacy, reliable […]

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[03 Jan] Year in Review and a 2020 Forecast

Can you believe that we are entering a new decade? When I was a kid thinking about 2020, I thought we would all be in Jetson-style flying cars — but we have hope for driverless cars instead. As you take time to reflect on this year and plan for next year, we wanted to give […]

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[17 Dec] Scripts to Cross Sell a Monoline Account

As an avid fan of cross selling, I wanted to create the be-all and end-all definitive guide for cross selling a monoline account for every single role and comfort zone in the agency. This blog can serve as your go-to for all cross selling scenarios. If anything in here seems awkward, please leave comments. We […]

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