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[New 3 Minute Video] Serving Your Customer Is Making Recommendations image

[3 Minute Videos] [New 3 Minute Video] Serving Your Customer Is Making Recommendations

Does your team struggle to get the account round on the books? We find many service agents hate the word sales or are too busy to make the recommendations. The challenge is that when you don’t make a recommendation you are putting the client at risk. This three minute video addresses the heart of the […]

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[New 3 Minute Video] How to Run a Ridiculously Amazing Sales Meeting image

[3 Minute Videos] [New 3 Minute Video] How to Run a Ridiculously Amazing Sales Meeting

Title 3 Minute Training: How To Run a Ridiculously Amazing Sales Meeting Link to Video https://www.youtube.com/watch?v=QPfGe_OinA4&feature=youtu.be Client Name Kelly Donahue-Piro Delivery Date 5/19/2018 Who Requested Kelly Donahue-Puro Alright, so this a great three minute video all about how to run a ridiculously amazing sales training meeting. So you should be having consistent sales meetings if […]

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How to Build Awareness About Your Agency image

[3 Minute Videos] How to Build Awareness About Your Agency

If people don’t know you exist, it’s hard to generate leads! How you build awareness is the start of a strong and stable marketing strategy. In this video we cover everything from office space to, building a modern brand and business cards that make you pop (and not be boring). See what Kelly gives thumbs […]

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The Most Powerful Thing Producers Can Do image

[3 Minute Videos] The Most Powerful Thing Producers Can Do

[Video Transcription] So if you’re a producer, what’s your plan every week? Having a plan every week is the key to being a world-class, amazeballs producer. So do we need to produce more or do you need more effects? The reality of the situation is modern insurance production is really about activity. Now, if you’ve […]

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Marketing Tip: Email Hoarding – The New Insurance Epidemic image

[3 Minute Videos] Marketing Tip: Email Hoarding – The New Insurance Epidemic

Welcome to our March 3 Minute Training Video! Marketing Tip: Email Hoarding – The New Insurance Epidemic 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 on leadership, sales, service or […]

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The Common Dispute Between Insurance Agency Owners And Team Members image

[3 Minute Videos] The Common Dispute Between Insurance Agency Owners And Team Members

Welcome to our February 3 Minute Training Video! The Common Dispute Between Insurance Agency Owners And Team Members 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 on leadership, sales, service […]

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Our agencies tell the story

“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