RESOURCES

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Post IAB image

[E-Book] Post IAB

For all roles in an insurance agency answering and transferring calls can seem like an interruption. However, since our trusted clients have the option to leave us, each and every call should sound like a delight. Any time we do something several hundred times a week, it’s easy for our agency and professional standards to […]

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[E-Book] Post Grinnell Commercial Class

GET OUR NEW UPDATED PRESENTATION TODAY! 44% of sales people give up after 1 follow up and 80% of sales require 5 follow ups.   Knowing this statistic, what do we need to do to overcome it? The answer is spend time sharpening your sales prowess through training and execution. We will explore the best strategies […]

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[E-Book] Post Ontario Agents Group

APPX Retention When customers tell you they are satisfied with your agency, there’s no statistical correlation that they will stay.  Only 13% of your book of business is truly loyal.  We all think people leave on price, but there is always another reason. Bland Branding We hope you embrace the idea of building a strong […]

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[E-Book] Post IMCA Event

Carriers and agents have had a long-lived partnership that can be mutually beneficial. As the agencies grow, the carriers grow. As the carriers grow, they can provide more resources for agents. The frustration is always how to fuel growth profitably for both parties.

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[E-Book] Post Secura – Customer Experience

  For all roles in an insurance agency answering and transferring calls can seem like an interruption. However, since our trusted clients have the option to leave us, each and every call should sound like a delight. Any time we do something several hundred times a week, it’s easy for our agency and professional standards […]

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