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 […]
November Podcast: Getting Comfortable With Sales Goals
Our topic on this episode of The Ridiculously Amazing Insurance Podcast is sales goals and […]
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 […]
Ask Dave: How Can I Handle Constructive Feedback Better?
Okay, no one has ever actually asked me this so this is more of a […]
IAOA Ending This Year Strong & Setting Goals for 2019
Did you miss our IAOA Goal setting webinar on 10/16 @ 12:00 EST? No problem, […]
How to Get Insurance Clients to Not Rush You Off the Phone
Do you ever get the feeling that insureds aren’t totally psyched to hear from their […]
Ask Dave: What is the best way to approach account rounding?
Other than asking for referrals, approaching existing clients to ask about additional lines of business […]
