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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 Sep] The CRM Debate

Welcome to our October 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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[20 Oct] If You’re Not Training Your Team, We Will

Every year we sign several new agencies on to our agency assessment. Each assessment I personally review because I am obsessed with a handful of questions we ask. Each time I see these responses in the assessment I get reasonably agitated. For those of you who don’t know, we generally start off each new client […]

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