When I have the pleasure of speaking with agencies interested in the Agency Performance […]
Hard Market Insurance: 5 Ways To Become More Efficient
Are you struggling with hard market insurance efficiency? 🔍 Dive deep into the world of […]
Insurance Policy Renewal Process That Boosts Retention & Cross Sales
Introduction: Insurance Policy Renewal Process In your insurance agency do you have an insurance policy […]
Insurance Payment Process Designed to Get Clients on EFT or Pay in Full
Why do clients still want to pay in cash, walk in, or call in to […]
Insurance Endorsement Process to Save Your Butt
An insurance endorsement is a notification that your client has changed their insurance profile. There […]
Insurance Claims Process to Delight Your Clients
Claims, no one loves them, but they are the reason we exist. Many insurance agencies […]
Perfect Insurance Quote Process
So much of the buyer’s journey is complete before they even reach out to your […]
Insurance Referrals: 5 Steps to Building Relationships
Someone wise once said, “The opposite of networking is NOT working.” Just as we should […]
Building Rapport in Sales – The Need For Insurance Sales Training
Even from the beginning, my father taught me that relationships are the main thing in […]
How to Handle Objections In Insurance
Objections in insurance are a natural part of the sales process. A good agent listens […]
How To Increase Your Sales Closing Ratio
Since releasing the APPX Commercial Course , I have had several producers and agency owners […]
Ideal Insurance Sales Cycle Process
When we start working with clients, we quickly discover that there is no sales process. […]