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Service Tip: Account Rounding In Your Insurance Agency

Service Tip: Account Rounding In Your Insurance Agency

Welcome to our third 3 Minute Training Video! On the 1st day of each month, we will be releasing a free training video for you to share with your team. Each video will be no more than 3 minutes and it will share one strategy for leadership, sales, service or marketing. We encourage you to use these videos to start your team meeting, send around to your staff or just to enjoy yourself.

Also, if you like the video, feel free to comment! We love it when our followers connect with us. If you want to be alerted when new videos are published, leave a comment and we will add you to our email list.

In this video, we’ll discuss

  • Best practices for selling insurance
  • Asking for the prospect or clients’ business
  • How to feel confident diving into that sale!

2 thoughts on “Service Tip: Account Rounding In Your Insurance Agency

  1. Using the assumptive close is my favorite tip in this video…… “Would you like to pay in full or be put on EFT” (then shut up and wait for a response ! )

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Our agencies tell the story

“Kelly had some awesome tips and is very knowledgeable on the subject. Love how she is also very down to earth and easy to talk with!”

Lindsey Hamm

Welsh's Insurance Agency

“I think this process was very beneficial and I think we are in a position for a very strong year and the future is very bright. I was able to take account of myself through our interviews and discussions and have found many areas in which I personally need to improve. You have also given me a sense of direction going forward to be a better boss, person and mentor to our staff.”

Roger

Owner
Preferred Insurance Center

“Great to work with ! Very understanding of the initial frustration and trained/encouraged us on how to handle the change in work processes.”

Kelly Nielsen

Customer Service Agent
Sheets, Forrest, Draper

“I feel your visit to our agency was very beneficial. For me, it was like a therapy session and the Amnesty Day was a great idea. I feel refreshed and I have a much better attitude. The attitude of the entire agency has improved immensely. I think we are striving to work more as a team. We are trying to be more encouraging to each other and to applaud each other’s accomplishments. Thanks for being a nice, caring person!”

Phyllis Buening

Preferred Insurance Center

“We are so grateful for you and all you have done to help our agency and our team. We are all now part of the big picture and it has changed the whole dynamic for the better. APP Rocks!!!!!”

Maegan Burbank

Insurance Specialist
IMG

“I want to thank you for stopping by the office, evaluating, listening and hearing us. I feel like the mood of the office has improved 100%. I also feel appreciated. We will have some hurdles to overcome, but I think we should get through them. The Tigger has been passed around a bit.”

Kathy

Account Manager
Preferred Insurance Center

“I’m glad you came out to talk to all of us. It seems to have helped the attitude in the office. Still have our moments, but much better. Dan has improved, also. He seems to be listening to us more and getting our input. Thanks for your help.”

Kelly

Account Manager
Preferred Insurance Center