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[09 Aug] Ridiculously Amazing Insurance Podcast – Planning Ahead the Vacation Months

In today’s episode, we discuss the importance of planning for the holiday period ahead of time. Having a vacation policy and clear boundaries of when everyone gets their holidays avoids short-staffing during busy times at most agencies. Ask for vacation time early on and work out summer holiday working hours in April, not in June […]

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[03 Aug] Welcome to the Team: Heidi!

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 […]

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[19 Jul] Reducing Work Effort During Vacations

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 […]

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[09 Jul] How to Handle “Holidays” in Your Insurance Agency

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 […]

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[24 Jun] Just ASK for the Business

Over the years, I have had the pleasure of working with many agencies and helping them with their sales processes.  In doing so, I’ve often come across a critical sticking point with agents. There is a common problem understanding the end goal of quoting coverage.  For many, delivering the quote IS the end goal. What […]

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