This episode contains a few stories on recent customer service experiences that I had that are worth hearing. 

This episode contains a few stories on recent customer service experiences that I had that are worth hearing.

Find a way to say "yes". 

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 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.

A local marketing plan that helps your agency in 3 ways

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 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.

15 declines and a referral

This job is hard and can feel overwhelming at times. Here are two strategies I deploy when I am feeling overwhelmed. 

This job is hard and can feel overwhelming at times. Here are two strategies I deploy when I am feeling overwhelmed.

Two things I do to reduce anxiety

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. 

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.

How much time do you and your team spend on the phone?☎️

Dad Vs. 5 salespeople

LEAD

This episode highlights two phrazes you can interject into your sales process to increase your response rates. 

This episode highlights two phrazes you can interject into your sales process to increase your response rates.

What's a good opening line to text to a lead?

How I determine what I spend my money on in my agency. 

How I determine what I spend my money on in my agency.

Thoughts on spending your time and your money.

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.

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.

Selling to salespeople

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. 

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.

2 hacks to help you and your team be massively efficient

A look into the life of the owner of an insurance agency.

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. 

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.

How to wean your team off internet 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. 

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.

90 days

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.  

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.

What not to post on social media

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. 

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.

Hold your team accountable (by holding yourself accountable)

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.  

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.

Are you overservicing?

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!

Door to door marketing with my 13 year old

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?

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?

Lower the number of times you call service centers

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

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

What would I do if I had $10,000 to spend on my agency?

This is a situation you will find yourself in.  This is how I handle policy transfers.  

This is a situation you will find yourself in.  This is how I handle policy transfers.

A client calls and wants to transfer their policies to my agency

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.

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.

Surprise drop ins and gifting

Matt, you do a great job with these episodes and offering ideas to agents to improve! Love following along. :)

Great podcast!

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