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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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[30 Nov] What To Do If You Can’t Find Ideal Staff

Welcome to our December 3 Minute Training Video! 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 marketing. We encourage you to use these videos to […]

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[29 Aug] How to Calculate Your Insurance Agency’s Retention Rate

Retention, sounds easy right? The lifeblood of every agency, renewable income. So then why do so many agencies 1) Not track it and/or 2) Guess… You may think you can just go off your top carrier’s number.  You can’t do that. As an independent agent, you move the business. Book rolls, rewrites etc. You simply […]

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