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[19 Feb] How We All Invite Price Into Our Insurance Agency

Is your agency struggling with price sensitive clients? We probably all are to some degree. However, there are some items we can all do to convert price into value at every desk in an agency. It’s a great time to evaluate if we are adding gasoline to the fire or bringing the water to the […]

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[18 Feb] The Ridiculously Amazing Insurance Podcast – Family Based Agencies

On this episode of The Ridiculously Amazing Insurance Podcast, Kelly, Dave, and Scott discuss the dynamics of family-based businesses, particularly insurance agencies. We are in the midst of the transitions from one generation to the next, and while there are benefits to this “continuing the family business” model, it is also filled with unique challenges. […]

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[12 Feb] The Leader’s Attitude

Every person calling your agency deserves an excellent customer experience; and the attitude of the person answering the phone will set the course of each call in the right direction or not.  A definition of the word ‘Attitude’ is: a settled way of thinking or feeling about something, typically one that is reflected in a […]

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[10 Feb] How to Use AM Best Practice Study Within Your Strategic Planning

We are about halfway through the first quarter of 2019.  While many people do strategic planning once a year for the following year, any time is really a good time to institute a strategic planning session.  Even if you had some planning done at the end of 2018, as your 2018 year end financials are […]

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[07 Feb] Insurance Phone Calls: Tone Transcends Your Talk

They say it’s not what you say but how you say it and being married for 7 years I can tell you this is certainly true.  When speaking to an insured, your tone and choice of words matter. Think of your tone as the equivalent of using all CAPS in an email. All caps means […]

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[07 Feb] Germania Insurance Event: Meeting Great People and Sharing Knowledge

Special thank you to Germania Insurance for their recent event at La Cantera Resort and Spa in San Antonio, Texas. We were privileged to be selected to share our best practices of sales and building the agency’s customer experience. As we listened to the CEO share his message to the agents of Germania, we realized […]

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