Agency Performance Partners

Reducing Remarketing

INSURANCE AGENCY E-COURSE AVAILABLE

How To Reduce Remarketing

while

BOOSTING RETENTION

Are you seeing your insurance team remarket your book away all because they have never been trained on how to have the conversation around rate? We know clients are more price sensitive than ever and their customer experience demands are high. But what almost no insurance agency understands is how to have a conversation around insurance rates without remarketing the account. Rates will go up and down – this is a given. Insurance agencies need to have a plan and training for their team on how to handle rate concerns. This can happen when your team has a process and training to help them have the conversation around insurance rates and decrease remarketing. 

How to Reduce Remarketing

while

BOOSTING RETENTION

HOW TO HAVE THE CONVERSATION ABOUT INSURANCE RATES

This E-Course Will Show You How To…. How to have a conversation with insureds about insurance rates and provide them options that empower them to make the best decisions for their business and family.

THERE’S JUST ONE PROBLEM

No one has given your team a clear plan with scripts, objections and how to control a conversation.

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 businesses 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.

IF YOU WANT TO REDUCE REMARKETING, WIN BACK TIME AND BOOST YOUR RETENTION

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:

  • REDUCE REMARKETING
  • INCREASE CROSS SALES
  • FIND MORE TIME IN YOUR DAY
  • IMPROVE CUSTOMER SATISFACTION
  • BOOST RETENTION
  • FIND COVERAGE IMPROVEMENTS
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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REDUCING REMARKETING

while

BOOSTING RETENTION

E-COURSE

Are you sick and tired of overhearing phone calls in your agency where your staff is backed into a corner about the insurance rate, and they have no choice but to requote the client? Then you remarket the account and the client never calls you back, wasting valuable time. Is your team backlogged on requoting and missing valuable opportunities? If you can reduce remarketing by having a conversation about rate, this changes everything!

HERE’S WHAT YOU’LL LEARN

Lesson 1

LESSON 1

Common Concerns Around Remarketing

We break down the common concerns around insurance rates from the view of the agency, the team and the insured. 

lesson 2

LESSON 2

Real Deal On Insurance Rates

The reality is you personally did not increase the insurance premium. It was the carrier or the client. We review what your role is in rate increases.  

insurance sales 2

LESSON 3

How To Handle Rate Increases

Generally in insurance agencies there are three ways they handle rate increases. We review the best practices of a reactive model, being proactive with a rate trigger and a 100% proactive model. 

LESSON 4

Your Tools to Reduce Remarketing

You have three tools to reduce remarketing: finding the cause, discount review and agency standards. We dive into how to maximize each tool for your success. 

Insurance Sales 5

LESSON 5

How To Have the Conversation About Insurance Rate

This is where we show your team how to lean into the conversation around rate rather than jumping into a remarket. 

LESSON 6

Declining A Remarket

Just because it’s requested doesn’t mean you have to remarket someone. The reality is the client needs to meet the agency’s standards. We review how to professionally decline a reshop and retain the client. 

Insurance sales 8

LESSON 7

If You Must Remarket

There are times when a remarket is justified. However, we want to rise to the occasion of upselling and cross selling as part of the process.

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LESSON 8

Times When Remarketing Is Good

We don’t want you to think all remarketing is bad. It’s not, but remarketing too many accounts is dangerous. We review the times remarketing is good vs. bad. 

HERE’S WHAT'S INCLUDED

  • 8 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 HAVE A BETTER PROCESS ON HANDLING INSURANCE RATES IN YOUR AGENCY AND EMPOWER YOUR TEAM WITH THE BEST TRAINING ON HOW TO HAVE  THE CONVERSATION ABOUT INSURANCE RATES. IF YOU KNOW YOUR PERSONAL LINES AND SMALL COMMERCIAL INSURANCE BOOKS OF BUSINESS ARE BEING OVER RESHOPPED, THIS IS THE COURSE TO HELP YOUR TEAM SEE HOW EASY IT IS TO HAVE THE CONVERSATION AROUND RATE. 

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 reduce remarketing by 25% over 6 months. This should free up 1 hour per remarket!

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 that if you 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 agents, 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.

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