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 […]
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 […]
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 […]
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 […]
We’d like to extend a special thank you to IIAT for their recent event at Renaissance Marriott in Austin, Texas. We were privileged to be selected to share our Top 10 Objectives Every Successful Agency Practices and Smarketing: Sales Based Marketing. As we listened to some outstanding speakers around us, we knew we were right […]
Scott Roberts is one of our Performance Consultants for APP and an Opportunity Generator for Agency Appeal. In these roles he strives to encourage and inspire people to reach their potential while helping their businesses thrive. Over the years, his practical, motivational and result-oriented approach has helped businesses drive growth and improvement in sales, goal […]
