Every agency I have met wants to boost cross-selling, but not all front line staff have been given the tools to make that wish a reality. We all know a growing agency is more fun to work at, and a better trained team helps fuel growth. Here, at Agency Performance Partners, we are all about […]
Hi all, I’m Heidi Samuelsen and I feel so fortunate that Kelly and the rest of the team at Agency Performance Partners have brought me into the fold! I am so excited to join them in partnering alongside our insurance agency friends to make their businesses ridiculously amazing! In the interest of introducing myself, here […]
It happens: people call in ask you to “shop their insurance”. For many of us, it’s a normal request and we add it to the pile of work, striving to get to it ASAP. However, the reality is that there are better ways to handle this common request. In this blog, we want to walk […]
For many people, vacations are a time away from work. In fact, there are certain industries where employees are required to take their vacation and their access is actually shut off. I have found in our industry, working during vacations is fairly common, especially for agency principals, producers, and managers. As an insurance consultant, it […]
I’m sitting here writing this blog the Tuesday before the 4th of July (Thursday), and I have had many conversations with agencies about the big debate: Should we close Friday, July 5th? Now, this is a loaded question for most agencies. Generally, we have to make this decision way back in December of the previous […]
In today’s episode we discuss the importance of time management when working at our jobs as well as in our personal lives. As Dave says, the first week of July is the first week of the second half of the year – this gives us an opportunity to look back on the year and understand […]
