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[21 Feb] 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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[10 Jan] Hubspot for Insurance Agencies Video: Competitors Tool

TRANSCRIPTION BELOW Hey everyone, this is another Hubspot Video Blog or Vlog – which is super cool to say. We’re going to talk a little bit today about the Hubspot keyword tool because we found it very helpful in selecting keywords for blogs and being able to track a lot of things. So, I’m going […]

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[29 Dec] Foolproof Way to Generate Insurance Referrals

Welcome to our January 3 Minute Training Video! (Full transcription available below) 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 for leadership, sales, service or marketing. We encourage you to […]

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[17 Dec] Are You Rewarding Your Centers of Influence?

Happy Holidays friends! At this point the presents should be wrapped and the shopping done but I’m sure there are a few last minute soldiers out there! Based on past experience, I can tell you that when it comes to getting your holiday shopping done it is unlikely you will get inspiration the night before! […]

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[29 Nov] How To Make a Killer Referral Program (That Gets Referrals)

Are referrals in your 2016 business plan? Well they should be! Referrals are an excellent source of new business. Closing them is easy and getting them is even easier if you commit to asking. Across the board we find that many agents are very uncomfortable in asking for referrals yet everyone wants to generate more […]

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[05 Aug] Insurance Success Tip 7: Ask for Referrals

On every agency assessment I have done, asking for referrals is hands down the #1 lowest skill set for any licensed agent. We don’t want to sound pushy and we don’t want to bother the person. Referrals are the best business to get and every agency would love to generate a dump truckful of them. […]

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Our agencies tell the story

“Kelly had some awesome tips and is very knowledgeable on the subject. Love how she is also very down to earth and easy to talk with!”

Lindsey Hamm

Welsh's Insurance Agency

“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.”


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

“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.”


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.”


Account Manager
Preferred Insurance Center