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[03 Jun] Top Ten Obstacles to a Successful Outbound Annual Review Program (Part I)

Most agencies have some type of renewal program in place.  Many agencies have tried to include a proactive call associated with either this renewal program or an annual review program.  Our AppX Retention training program focuses on making these programs successful by improving relationships to drive retention and education to drive new sales. Many agents […]

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[28 May]

What is Your REAL Customer Experience? How does your agency customer experience rate?  Oftentimes, I find that leaders are simply guessing based on their staff expectations, general perceptions, or even by reflecting on their own personal approach.  Unless you have a broad cross section of actual client feedback or a plan to evaluate interactions internally, […]

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[08 May] The Crippling Effect of Being an Insurance Agency Email Hoarder

We see it every week. We hear it every week… “I’m too busy!” What we need to say in insurance agencies is, “I need help with time management, priorities and organization.” When we say, “busy,” I instantly think it’s an excuse. Why? “Busy” doesn’t solve the problem. There are metrics all across the country on […]

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[08 May] Developing a High Performance Sales Culture

A common shared struggle that I find in many insurance agencies is the lack of an established and vibrant sales culture. Many agencies agree that they have a service dominated focus while often, sales opportunities are overlooked in lieu of service tasks and activities. Successful, growing agencies prioritize sales because they know that no matter […]

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