Here comes a story of me, a client and an underwriter. Had a tough situation this week and there are times we as agency owners are put right in the middle. Here’s how I navigated it.
I recently paid off a small business loan. Small businesses need help sometimes. Maybe things are tight in the beginning. Maybe you don’t want to wait to make some big moves. Borrowing money can be a strategy to consider.
Read the right books, listen to the right books books, listen to the right podcasts. Get better.
Thoughts in what I do to start my day. How I “prime the pump”.
I am a firm believer in not complaining about things you can’t control. Bring me thoughtful solutions.
Sometimes you have a potential client who will only give you so much info for a quote. I talk about how I handle that In this episode.
Staffing is the most important part of my agency and the toughest part of owning an agency. I share some thoughts.
Sometimes you will have clients looking for insurance to cover something that it doesn’t cover. Like an old roof or bad workmanship. Here is how I handled one of those recently.
This was a specific strategy that I used and still use today. It has helped me get in front of potential clients that I normally wouldn’t have the chance to get in front of.
How telling yourself “one more step” can make a huge dent in your sales numbers and increase your level of customer service.
A story about a workers comp audit gone bad. Learn from me. I’ll make the mistakes for you. 😂
In this episode I recall an important conversation had with a colleague about giving memorable service.
This is from something that I was told earlier in my career that was important for me to understand. Everyone is a potential client.
I had a conversation with a colleague recently and it reminded me of some marketing mistakes I have made in my past. I also share how I do things differently.
Staying organized has been a tough challenge for me as my business has grown. I talk about a few strategies and things I have put into play that have worked for me. www.bestself.co. Www.intelligentchange.com
Some thoughts on leadership and how important it is to understand that everything in your business is your fault. Good or bad. Once you really understand this, you will feel a different sense of ownership and clarity.
I recently had a commercial claim that went very well thanks to having the policy set up properly on the front end. Make sure you have your tools and equipment covered properly for all of your contractors!
I had a claim filed recently for a commercial client who had a graphic wrap on it. When I wrote the policy, I added the expense of the wrap to the policy. This is an important step not to miss or else you are essentially insuring vehicles for blue book.
I am a tinkerer by nature in my business. I love trying new strategies and new technologies (like podcasting 😀). Don’t be afraid to try new things. Change doesn’t have to be permanent. Keep the things that work and ditch the things that don’t.
I recently got a phone call that I knew I would get someday. That call when you know your losing a big account. Here was my experience.
I have been using video email in my agency for a year at it has moved the needle for me.
I walk you through a conversation I have with a client. It’s important to set reasonable expectations when it comes to claims with our clients.
I love to know what the client is currently paying for their insurance. This will help me determine how I position my sale.
I have a clients whose worker’s compensation policy is going from $18k annually to $48k annually. 😳 I share some thoughts on how I handle this with a client.
I talk about the process of filing an auto claim after an accident. Do you file it with your carrier regardless of fault? Do you try and file it with the other carrier if they were at fault? What are the pros and cons of each?
I have started a marketing program on Instagram that is showing some nice results.
Why should you listen to me? A little intro about me and what I am going to be bringing to you.
An unfiltered day to day look inside the operation of Insurance agency. Matt Dietz, your host takes you through the highs and lows of what it is really like to run a high level insurance agency. Matt is an award winning agent and has has owned and operated his agency since 2004. Runs a 4000+ policy agency with only two employees and experiences continuous growth. Get in.
