Do you participate in a good amount of community events? We of course all do […]
A Guide for Insurance Account Managers: How to Handle Difficult Clients
The best part about insurance is that everyone needs it. The worst part about insurance […]
Boosting The Insurance Client Experience With APP: The Results for SFM Insurance in Ohio
Overview: SFM (Smith-Feike-Minton, Inc.) is an independent insurance agency in Ohio with nineteen employees, committed […]
Why Is Change So Difficult In An Insurance Agency?
Change – the 6 letter word that should be a four letter word in most […]
Ask Dave: Should I Be Making a 30 Day Follow-Up Call On New Clients?
The last couple of weeks we have talked about an onboarding process as well as […]
Cracking Into the Difficult Client: Getting Them to Open Up To Serve Them
There is no argument that increasing coverage and account rounding clients is an excellent way […]
Ask Dave: What Should I Include In My Welcome Kit To New Clients?
One of my favorite things to help clients with as part of their New Client […]
Ever Lose A Sale Because of Bad Carrier Reviews?
It happens, right? You do everything right, feel great about your sale (because you followed […]
Ask Dave: How Should I Develop My Onboarding Process For New Clients?
I have developed a few different onboarding programs and have worked on many with clients. […]
When Should We Move On From a Client?
One hot topic that we have been dealing with here at APP in the AppX […]
Ask Dave: What Incentives Have You Seen Work In Agencies?
At Agency Performance Partners, we are big proponents of creating strong incentive programs. Not only […]
Embracing the Insured Who is Dictating the Call
There is no doubt that we all do our best insurance work when there is […]
