This strategy will get you leads for new business, deepen your relationship with your local business community, and help position yourself as a good businessperson in your town.
This episode walks you through a risk that I thought would be easy to place and it turned into quite a project. Listen to how I got this one placed.
This job is hard and can feel overwhelming at times. Here are two strategies I deploy when I am feeling overwhelmed.
Paying attention to how long your phone conversations are can be an easy way to find more time in your and your team's day.
A story about being sold to.
This episode highlights two phrazes you can interject into your sales process to increase your response rates.
How I determine what I spend my money on in my agency.
You need to be asking everyone who comes into your office for their business. They are on YOUR turf. They came to YOU. Quote them up.
Do you want to know how much time is being wasted in your office? This is how you find out. Also, you and your team probably spend way too much time on email. It's the number one time suck in our lives. Do it less.
This episode talks you through strategies on how to get off of internet leads and how to get your team to create their own leads.
90 days is the perfect amount of time to build a system. Pick something you want to do. Write out a 90 day plan where you work on it every day, or you just do it every day. If it doesn't work, stop it. If it does, you have built a system, that will help your agency be more efficient.
Social media can be a wonderful tool for promoting your business and your brand. BUT, you can put yourself in some tough spots if you choose to post about certain subjects.
You'll never get the most out of your team if you're not holding them accountable. If you let your team underperform, you have to hold yourself accountable and hold them accountable. I think I have said accountable enough for one description. Get in and listen.
Most people wonder how I run my agency with only 2 people. It is because I have found some things that we DON'T do, that do not negatively affect retention.
I went door to door with my daughter selling raffle tickets. There are some basic sales techniques I was able to teach her and she crushed it!
There is a lot of chatter out there about how long it takes to through to service centers. I talk about reframing this thought. What are you calling service for in the first place? Are there things that you can do in your agency to cut down on the number of times you need to call service?
I had an agent in my community ask me what I would do if I had $10,000 to spend on my agency. If you want to get into my community, text me at 208-213-8809
This is a situation you will find yourself in. This is how I handle policy transfers.
This episode walks you through some ways to give be there for your clients when you're not expected. I encourage you to learn any rules or regulations put forth by your DOI in order to avoid getting into any trouble.
Setting expectations and holding staff accountable are two things that are mandatory when optimizing your team.
The one thing that we have absolute control over is the service we give in our agencies. This is a story of when I received unexpected customer service and it got me to thinking about what we can do better in our agencies.
This episode covers an easy and affordable way to meet potential clients and more importantly, potential referral sources.
This episode is here to help you understand what it takes to build your team. It takes time and patience, but when you get it right, it's magic.
This is one thing that you can do inside your agency to increase your sales.
When I was younger, my Dad told me what to look for if my car doesn't start. "Matt, if your car doesn't start, there are only three things that can be wrong. Something is wrong with the starter, the fuel system, or the electrical system". The same type of analysis can be done with your agency if you're not hitting your numbers.
This episode walks you through an event that happened recently where a clients had a claim. The proper coverage was not on the policy at the time of loss, but it should’ve been. I walk you through how we made this right.
This episode walks you through the growth of my agency and how it has changed over time.
This episode walks you through A campaign that I am building using video email and Mailchimp for automation. This will bring a personal touch to it. It will also make it easy because the final steps are automated.
In this episode I walk you through how my agency handles claims after a claim is filed. Sometimes claims get filed in my agency without our knowledge. It’s important to let the client know that we are aware that this claim is filed, and then we can be a resource for them throughout the process.
In this episode I walk you through how I have shifted my team in the past for the holidays.
