Setting goals for many people can be a challenge. We all have many things we […]
December 2018 Podcast: Building Incentives That Work
On this episode of The Ridiculously Amazing Insurance Podcast, Kelly and Dave discuss agency incentive […]
Ask Dave: How Do I Use Setting Expectations To Improve Results?
One of the things I hate to hear when I am working with a service […]
Ask Dave: How Do I Determine When and How To Move On From A Lead?
Neil Sedaka once said (well, sang), “Breaking up is hard to do”. While this may […]
Ask Dave: How Should I Present A Quote Over The Phone?
A couple of months ago, I wrote about generating a quote right over the phone […]
Ask Dave: What Can A Golden Hour Do To Help Control My Pipeline?
In any sales environment, creating a consistent pipeline is one of the most important and […]
A Guide for Insurance Account Managers: How to Handle Difficult Clients
The best part about insurance is that everyone needs it. The worst part about insurance […]
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 […]
Cracking Into the Difficult Client: Getting Them to Open Up To Serve Them
There is no argument that increasing coverage and account rounding clients is an excellent way […]
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 […]
Ever Lose A Sale Because of Bad Carrier Reviews?
It happens, right? You do everything right, feel great about your sale (because you followed […]
November Podcast: Getting Comfortable With Sales Goals
Our topic on this episode of The Ridiculously Amazing Insurance Podcast is sales goals and […]