Agency Performance Partners

E-Course

INSURANCE AGENCY E-COURSE

How To Convert Inbound Calls

into

OPPORTUNITY

Every agency wants easy ways to grow, right? Well, we all know your team takes at least 15-20 inbound calls per day. But what almost no agencies understand is how to really convert those calls into opportunity. It’s not focusing on new business; it’s working to harvest the field of diamonds in your current book when your clients call you! This can happen when your team has a process and training to help them indentify and approach the opportunity.

How to Convert Inbound Calls

into

OPPORTUNITY

WITHOUT FEELING LIKE A SLIMY SALESPERSON

This E-Course Will Show You How To…. How to make sure every inbound call in your agency represents an opportunity without your team forgetting, saying they are too busy and not feeling like a pushy salesperson.

THERE’S JUST ONE PROBLEM

No one has give your team a clear plan with scripts, objections and when to ask.

MORE SPECIFICALLY, MAYBE THESE FEARS, UNCERTAINTIES AND DOUBTS HAVE GOT YOU PARALYZED:

  • There is no time 
  • Training is costly
  • No consistency
  • Little buy in
  • There is no plan
  • Small bursts haven’t worked 

STEP 1

coffee.

cup

STEP 2

relax.

YOU HAVE A PLAN

Hi Agent!

I’M KELLY DONAHUE-PIRO

owner

I worked a summer job as a bank teller to pay for college. I realized that my co-workers weren’t taking advantage of incentive $$ by cross selling products. I started spending time learning how to sell since my bank had no training program for front line employees. Insurance was one of those products.

In 2000 I was still working at the bank. The executives loved me, and my co-workers hated me. I proved they could cross sell but weren’t. I toned down my sales skills to be accepted and missed key career opportunities as I was graduating. I got my first job out of college and realized again that many small business had no sales and marketing strategy. I had to figure it out on my own.

The mortgage crash found me unemployed. I was recruited back into insurance by a tech company that was also making the switch. We were pioneers in digital marketing for agents. We found that agencies were not equipped to convert a web lead effectively. I led the client management group that coached the agents in transforming. I worked with over 700 agencies in 6 years.

In 2014 the company I was working for was getting sold to Zywave, but I’d found my calling helping install systems into agencies to help them become ridiculously amazing. We have worked with over 1,000 agencies in the US and Canada.I 

IF YOU WANT TO TURN INBOUND CALLS INTO OPPORTUNITY
WITHOUT FEELING LIKE A SLIMY SALESPERSON

I HAVE GOOD NEWS FOR YOU...

check

...you can have this too

IT’S EASIER THAN YOU THINK

SPEAKING FROM EXPERIENCE

I know YOUR AGENCY CAN:

  • GET MORE ONLINE REVIEWS
  • CONSISTENTLY ASK FOR REFERRALS
  • IMPROVE COVERAGE
  • CROSS SELL
  • UPDATE CONTACT INFORMATION
  • REFER BUSINESS BETWEEN DEPARTMENTS
owner

Ridiculously Amazing Agencies Outlast The Suck Of Change

— Kelly Donahue-Piro

OVER MY CAREER, I’VE LEARNED THAT THERE IS A STRATEGY TO SUCCESS

That’s Why I Created

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How To Convert Inbound Calls

into

OPPORTUNITY

E-COURSE

Are you sick and tired of overhearing phone calls in your  agency where your team is just conducting a transaction rather than making recommendations, asking for online reviews or confirming contact information? Do you tell your team your expectations but they take it more as a recommendation than a requirement? Your agency needs a different approach that engages the team and gives them a clear plan with expectations, making converting every inbound phone call into opportunity easy, fun and not pushy. This changes everything!

HERE’S WHAT YOU’LL LEARN

Lesson 1

LESSON 1

Why Agencies Need Opportunity

Learn how important it is to show your value to your clients by educating and leading them. 

lesson 2

LESSON 2

Why We Struggle

In this lesson we address the common reasons insurance agency teams do not convert inbound calls into opportunity. 

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LESSON 3

How We Prevail

Now that we know why we struggle, I want to give you a plan on how to face your struggles and start asking for the opportunity on every call!

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LESSON 4

How We Can Generate Opportunities

We review the most common transactions in  insurance agencies and how you can pivot into asking for the opportunity!

Insurance Sales 5

LESSON 5

Types of Opportunities We Can Generate

After taking a look at the common client requests, we now break down how to ask for home, auto, umbrella, life, EPLI, Cyber and more. We break down specifically how to ask for each policy!

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LESSON 6

Overcoming Adversity

Let’s be honest; sometimes we can get off track with our insurance goals. When we stumble we need a go-to plan to get us back on track converting inbound insurance calls into opportunities. 

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LESSON 7

What’s In It For Me?

I get it. Getting out of your comfort zone is hard. You may be thinking, if I do this, what’s in it for me? Soooo very much! Let us help show you how you can help your insurance career.  

Insurance sales 8

LESSON 8

Role Playing Videos

Let’s take what you learned and put it into action! You can hear how it all comes together as Kelly & Trevor go ahead and role play what it all looks like for you!

HERE’S WHAT'S INCLUDED

  • 10 LESSON COURSE
  • WORKBOOK
  • SCRIPTS
  • ROLE PLAY VIDEOS
  • MANAGER SECTION
  • QUIZZES

YOU PAY ONLY

$995

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THE CONSERVATIVE TOTAL VALUE OF THE PROGRAM FOR YOUR INSURANCE AGENCY

$10,000

EXCITED TO GET STARTED?

Here’s how:

 
  • Say YES to your agency and click the “BUY NOW” button anywhere on this page.
  • If you don’t already have an account with us, you can create a new account with your email address. You’ll have immediate (and forever) access to login and have 24/7 access to all modules and learning materials.
  • You’ll start the process of becoming Ridiculously Amazing!
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REMEMBER, THIS COURSE WAS CREATED FOR INSURANCE AGENCIES JUST LIKE YOURS.

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THIS E-COURSE IS perfect IF YOU'RE

LOOKING TO GROW YOUR AGENCY ORGANICALLY WITHOUT SPENDING THOUSANDS ON MARKETING AND LEADS? IF YOU KNOW YOUR PERSONAL LINES AND SMALL COMMERCIAL INSURANCE BOOKS OF BUSINESS ARE RIPE WITH OPPORTUNITY, THIS IS THE COURSE TO HELP YOUR TEAM SEE AND CONVERT THE OPPORTUNITIES RIGHT IN FRONT OF YOU!

YOUR INVESTMENT TO BECOME

Ridiculously Amazing

WITH THIS COURSE!

NOW IT’S TIME TO MAKE A DECISION.

YOU CAN DO NOTHING, AND BE EXACTLY WHERE YOU ARE NOW ONE YEAR FROM TODAY. OR, YOU CAN HOP ON BOARD FOR ONLY $995 AND GIVE YOUR AGENCY THE PLAN IT DESERVES.

If you want a ridiculously amazing agency, then yes, it’s for you. But remember, businesses don’t build themselves. If you’re willing to watch the entire course and put time and effort into implementing your new knowledge with your team, you’ll have the tools you need to succeed. Simply put, you have to put in the work.

Our goal is for your team to make 2 asks per day. If that leads to 1 quote per day and 50% of them close, we want to target 10 new sales per month!

Once you purchase the course you will be emailed instructions on how to set up your account and log in. Be on the look out!

Each lesson has a defined time when you log in. Generally they are 10-15 minute lessons. 

If you’re not happy, we aren’t happy! Reach out to us so we can understand your concerns and work out a solution. 

It never seems like a good time to do anything. Everyone is busy, and you are always stretched too thin. The story is that we are all waiting for the perfect time to install the strategies we need to have the time to best deliver for our customers. You may be thinking “if I do one more thing there will be mutiny” or you may have tried things before and there was no buy in so what’s different now? I’ve been through this same story with hundreds of agencies, and the reality is there is a cost to doing nothing. The other harsh reality is that it will only get worse unless a plan is put in place to run the agency rather than have it running you. I’ve learned the best time to do anything is right now. You can always put off the work and hope it will get better, but we all know hope is not a strategy.