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[20 Jul] Doing a Good Job Won’t Increase Your Retention

Sounds crazy right? Doing a good job won’t increase your retention. Well if doing a good job won’t help it what will? The challenge is today good is not good enough. Good and convenient works well but let’s be really honest, the independent insurance space is no Amazon when it comes to convenience. Good and […]

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[11 Jul] Top 10 Classic Rock Lessons for the Independent Insurance Agent

I think Eric Clapton said it best, “I’ve got a rock and roll heart”. As with most agents, it’s hard for me to look at life the same way that others do. I’m always seeing the liability exposure or thinking about claims scenarios when driving down the road. This has now seeped into my enjoyment […]

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[10 Jul] Why Is there An Aversion to “Sales” In Insurance?

My first introduction in insurance was as a bank teller. We received bonuses to “tee” opportunities to other departments, this included insurance. Being a tad on the poor side in college the extra money was important to me to buy “books”. I quickly learned by watching my teammates how to make the right ask at […]

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[09 Jul] Prospecting Commercial Insurance Accounts Online

We all know the value of prospecting for commercial insurance accounts. The advent of social media and the ability for social marketing has made it both harder and easier to reach our target market. This blog is intended to be an introduction for a commercial lines insurance producer in how to create a digital marketing […]

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[25 Jun] Calling Lost Customers and Unsold Quotes

Most agents I speak with know that there is untapped revenue within their existing database.  Typically this discussion focuses on rounding out existing clients. However, there are two other segments within the database where an insurance agent can drive revenue.  I’ve never run into an agent yet that has a 100% client retention or close rate. […]

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[21 Jun] The Key to Getting Consistent Insurance Referrals

We all love referrals, maybe as much as ice cream. We all love a good referral but how often are we asking for them, and we all know its not what you do sometimes but it’s what you do consistently. For many agents they apply the hope is a strategy approach. I hope they come […]

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Our agencies tell the story

“I think this process was very beneficial and I think we are in a position for a very strong year and the future is very bright. I was able to take account of myself through our interviews and discussions and have found many areas in which I personally need to improve. You have also given me a sense of direction going forward to be a better boss, person and mentor to our staff.”

Roger

Owner
Preferred Insurance Center

“Great to work with ! Very understanding of the initial frustration and trained/encouraged us on how to handle the change in work processes.”

Kelly Nielsen

Customer Service Agent
Sheets, Forrest, Draper

“I feel your visit to our agency was very beneficial. For me, it was like a therapy session and the Amnesty Day was a great idea. I feel refreshed and I have a much better attitude. The attitude of the entire agency has improved immensely. I think we are striving to work more as a team. We are trying to be more encouraging to each other and to applaud each other’s accomplishments. Thanks for being a nice, caring person!”

Phyllis Buening

Preferred Insurance Center

“We are so grateful for you and all you have done to help our agency and our team. We are all now part of the big picture and it has changed the whole dynamic for the better. APP Rocks!!!!!”

Maegan Burbank

Insurance Specialist
IMG

“I want to thank you for stopping by the office, evaluating, listening and hearing us. I feel like the mood of the office has improved 100%. I also feel appreciated. We will have some hurdles to overcome, but I think we should get through them. The Tigger has been passed around a bit.”

Kathy

Account Manager
Preferred Insurance Center

“I’m glad you came out to talk to all of us. It seems to have helped the attitude in the office. Still have our moments, but much better. Dan has improved, also. He seems to be listening to us more and getting our input. Thanks for your help.”

Kelly

Account Manager
Preferred Insurance Center