Agency Performance Partners


Insurance Training Videos 3 Minute Video Mashups 3.29.21-4.1.21

Posted on April 2, 2021 by Kelly Donahue Piro

3 Minute Video Mashup

Selling More Insurance Cross Sales

Cross selling more insurance to clients can be a huge opportunity, and it’s probably something that’s on your agenda as an agent.

“When we recommend something with passion, people feel that.”

But if you’re like most agents, you probably have some trouble actually making your cross selling recommendations to clients stick. If selling more insurance is on your agenda, here’s a powerful tip to level up your game: the tone of your voice can really make an impact. Let’s dive a little deeper into what we mean.

Insurance Agency Management Tips

In the workplace, employees tend to get promoted who have done a great job. While this can be a great step for someone’s career, it also means that insurance professionals are slipping into management positions, who have never managed a team before.

“In a leadership role you’re under a spotlight, whether you like it or not, and you’re setting the pace and the tone.”

To make sure you’re guiding your team to success, here are some insurance agency management tips which are simple to implement, and can make a huge difference.

Reducing Insurance Office Chatter

Insurance agency culture can be a funny thing. Of course everyone wants to work in an office that’s friendly and where people enjoy speaking with each other, but oftentimes, office chatter can become a huge time-waster.

“I just look around and think how much time has been wasted, so much time, and that’s unfortunate because at the end of the day, we don’t have the luxury of that much time to be wasted.”

It can be frustrating for management to hear people say they don’t have time for work, or they’re so busy and inundated with tasks, but then they’re standing at the water cooler chatting. If you’re looking to improve office time management, reducing insurance office chatter should be on the top of your list of things to tackle. If you need help reducing insurance office chatter, here are some things to keep in mind.

Insurance Failures – Get Off the Struggle Bus

If there’s one thing that everyone can agree on, it’s that no one likes to fail. Failure can have a big impact on us personally, but it can also have a big impact on an agency as a whole.

Failure- it’s one of those words that we all hate, no one likes to fail. But when you’re wearing failure like a winter coat in the summertime, it has an impact on your insurance agency.”

When we’re working with insurance agencies, sometimes we walk in and can tell that unfortunately, failure is part of the culture. When agents feel like they’re failing, drowning, and not hitting their marks, we take this as a symptom that the agency has no target and no plan. We always ask: “What’s the last win you remember celebrating?” If the answer is “I don’t know,” or “I can’t remember,” then that’s tough.

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