Agency Performance Partners


Getting Your Insurance Team to Buy-in

Posted on August 2, 2021 by Alex Arellano

Getting Your Insurance Team to Buy-in

Launching new initiatives in your agency can be incredibly exciting, but it can also be challenging. And usually, there’s one big obstacle: getting your insurance team to buy-in. We all probably know what it’s like to have a less-than-successful launch, and the way it can seem like everyone is dragging their feet. All this week, we’ll be talking about ways to get your insurance team to buy-in to new initiatives, to make sure they’re an incredible success.

“What I wanna say to everybody is if you’re launching something new in your team, start out with a clear vision, a clear plan, and do a launch party.”

Our first tip? To have a launch party. Yep, you read that correctly. Instead of just having a meeting and saying “here’s the deal,” a launch party can help drum up excitement and get the entire team unified on your new initiative, and it’s key to getting your insurance team to buy-in. Here’s how you can use a launch party to get your team on board with your next initiative:


1. Breadcrumb the idea

If you want your team to be on board with your new initiative, surprising them with it one day may not be the best idea. Instead, laying a trail of breadcrumbs, and telling them well in advance, can help your team get used to the idea. Here’s how you can do it: 30 days before you launch, simply let your team know what’s to come. This will help take the surprise factor out of the equation.


2. Give out swag

For your initiative, you should hold an actual launch party, and a great way to raise excitement during this event is to give out goodies, or a gift box. You can give t-shirts, coffee mugs, or notebooks (which might encourage note-taking during your launch party). Consider it a small investment that can be hugely beneficial for getting your team to buy-in.


3. Set expectations

During this launch party, you can outline clear plans and expectations. This is a great time to discuss what you’ll be doing from that point forward, and discuss your clear vision and plan. This will help unify your team, and show them how valuable and necessary their universal buy-in is.


Getting your insurance team to buy-in to new initiatives might seem challenging, and it’s likely not going to happen on its own. But with a little bit of planning and leg work, you can help ensure your team is excited and on board, whenever you launch your next big idea.


Follow Us on Social Media

Follow us on social media to get a daily dose of our 3 Minute Videos, to help you on your journey to becoming a Ridiculously Amazing agent. We share our videos on Youtube, Instagram, Facebook, Twitter, and Linkedin.

New call-to-action