How to write your first business plan. ✍️ 📝
Here are some thoughts of writing your first business plan.
Feb 24, 2021•14 min•Season 2Ep. 14
Agency Launch
Matt Dietz
A look into the life of the owner of an insurance agency. I opened my agency in 2004. I talk about sales, marketing, staffing and retention. If you can master these 4 things, you can write your own ticket. Get in.
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Episodes
Why the first 90 days is crucial to new employees.
This podcast walks you through how to successfully onboard a new producer in your agency.
Feb 23, 2021•11 min•Season 2Ep. 13
The one time management technique that works. 🍅
Time management is one thing that we all struggle with from time to time. This is one technique that really helped me gain control over my busy days.
Feb 16, 2021•10 min•Season 2Ep. 12
An unpleasant interaction with a fellow agency owner.
I had an interaction with a fellow agency owner recently that went sideways over a policy transfer. Wanted to share with you.
Feb 10, 2021•13 min•Season 2Ep. 11
Oh my god this premium is so high!
Once in awhile we do a quote and the premium we get is significantly higher than what we expected. I walk you through my thought process when this happens.
Feb 09, 2021•9 min•Season 2Ep. 11
The time I leased a car to an employee.
Get creative with your compensation. This episode tells the story when I leased a car for an employee of mine.
Feb 08, 2021•9 min•Season 2Ep. 10
One simple question to ask to write more commercial.
“Life rewards the specific ask and punishes the vague wish”.
Feb 03, 2021•5 min•Season 2Ep. 9
My experience with Restoration Companies.
I’ve had 16 years of experience dealing with restoration companies. Here are a couple of stories and thoughts behind why we do what we do in my agency.
Feb 01, 2021•12 min•Season 2Ep. 8
Staff Contests.
Sometimes it’s fun to do a contest in your agency to mix things up.
Jan 27, 2021•6 min•Season 2Ep. 7
You can’t grow the agency you want on internet leads.
The number one Question that I am seeing from newer agents is how do I work Internet leads. I think newer agents are being told the Internet leads are a great way to grow an agency. I am here to tell you that that is incorrect. This episode walks you through what I believe it takes to build systems to grow the agency that you want to have.
Jan 21, 2021•14 min•Season 2Ep. 6
Are your goals holding you back?
Goals are the bedrock of your agency. You have to have them and you have to write them down. My challenge to you is, set your goals uncomfortably high. You will surprise yourself on what you can achieve. Goals are super important. The wrong goal, can put limits on what you do.
Jan 19, 2021•9 min•Season 2Ep. 5
Creating leads for mortgage brokers
There are a few programs out there available to insurance agents that teach us how to create leads for mortgage brokers in order to form a referral relationship. I bought one of these programs a few years back and wanted to share my experience on using it.
Jan 13, 2021•19 min•Season 2Ep. 3
How much should we expect from our employees?
I think the biggest difference between a highly successful agency and an average agency is the expectations we put on our employees. Average agencies have lower expectations of their employees. Highly successful agencies have higher expectations. But you have to know what your limit is on those expectations.
Jan 11, 2021•11 min•Season 1Ep. 3
How to give thoughtful gifts.
My thoughts on thoughtful gift giving.
Jan 07, 2021•13 min•Season 2Ep. 2
Using numbers and reports to check your progress.
I love math. I love numbers. In this episode I walk you through how I break down my numbers from the year 2020 and measure my success.
Jan 05, 2021•12 min•Season 2Ep. 1
My ex staff member went to another agency and is taking my clients.
This is something we all have to deal with. Staff members leaving our agency and going to another agency. There is a right way and a wrong way to have this happen. Also, there is a chance they will come after your clients. This episode walks you through a real life scenario or of tough situation an agency owner is going through. I give some thoughts on how I would choose to handle it.
Dec 18, 2020•10 min•Season 1Ep. 71
What to do at the end of the year.
Some thoughts on how to close out your calendar year.
Dec 14, 2020•9 min•Season 1Ep. 70
The bigger your pipeline, the more patient you can be.
Patience is something that is something you have to have if you’re in sales. It’s hard to deploy patience if you have a limited number of people you’re chasing. Grow a larger pipeline and you can afford to be more patient.
Dec 10, 2020•12 min•Season 1Ep. 70
Why my closing ratio is 2.5 times better than the industry average.
My closing ratio for home and auto in 2019 was 48%. It was the same in 2018. Up from 44% in 2017. Industry average is 20%. This episode explains how I have done that.
Dec 08, 2020•10 min•Season 1Ep. 69
Never start a sentence with a client with “no”.
The only thing you have 100% control over in your agency, is the service you provide. Pay attention to how your conversations with your staff are going with your clients. Make sure they are trained to always be helpful and positive.
Dec 03, 2020•12 min•Season 1Ep. 61
How I operate a 4000 policy agency with 2 employees.
People ask me how I run an agency of this size with 2 employees.
Dec 01, 2020•15 min•Season 1Ep. 61
A tricky sale I’m trying to close.
I’m going through a potential sale right now that is a little tricky. I wanted to share some thoughts with you as I go through it. Always always always, do what is right by the client. Text me! 208-213-8809
Nov 30, 2020•9 min•Season 1Ep. 60
How to make a human connection with somebody in 60 seconds.⏱.
Sometimes finding something in common with someone is all it takes to tip the scales on a sale. My thoughts on how, in this episode.
Nov 24, 2020•8 min•Season 1Ep. 59
Achievement Clubs.
Many companies reward you for high performance for new business production. I always loved chasing after these goals and I explain the benefits of being a part of this group.
Nov 19, 2020•9 min•Season 1Ep. 58
An example of an exemplary customer experience.
I share a story of a program I ran to show my customers I appreciated them. It’s important to do your best to stand out from the middle. Rise up and be noticed.
Nov 17, 2020•11 min•Season 1Ep. 57
Building culture in your agency.
One of the things that I’ve worked really hard at, is providing a work environment that is fun and productive. It’s a hard thing to do, but so important. I share some stories about experiences I’ve had and lessons I’ve learned.
Nov 13, 2020•11 min•Season 1Ep. 56
Thoughts on budgeting. 💰 💵
Some general 101 thoughts I have on being efficient with your time and your money.
Nov 10, 2020•13 min•Season 1Ep. 56
Part 6 of interview with new agency owner Zach Burke.
This is the final episode of my interview with Zach Burke. We talk about the importance of goal setting and also chat about using social media for your agency.
Nov 03, 2020•17 min•Season 1Ep. 56
Part 5 of interview with new agency owner Zach Burke.
Zach and I discuss internet leads and automation in this portion of the interview.
Nov 02, 2020•11 min•Season 1Ep. 55
Part 4 of interview with new agency owner Zach Burke.
Zach talks about what it is like to start a business with a family and how important it is to have their support. I also ask him about how he is managing his time.
Oct 30, 2020•12 min•Season 1Ep. 55
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