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11/13/2019 · 7 min read
80% of insurance sales require 5+ follow-up contacts. Two-thirds of salespeople quit by attempt two. A documented 12-to-15 touch cadence across call, text, and email in the first 30 days beats raw lead volume every time.
11/06/2019 · 7 min read
Tighten your inner monologue and tighten your insurance numbers. Allow three minutes of frustration after a loss, capture one lesson, and move on. Eliminate the ambiguity where negative self-talk thrives by running a documented daily process. Your voice on the phone is shaped by what runs between your ears.
10/23/2019 · 6 min read
Crush internet leads with three moves: hit every new lead in under 60 seconds (5 to 10x higher contact rate), run a disciplined 5 to 12 touch cadence across phone, text, and email over 7+ business days, and qualify in the first 90 seconds before you ever quote.
10/16/2019 · 7 min read
The agency exists to fund the life, not replace it. Audit your real time allocation, set family non-negotiables on the calendar first, and build systems so the agency runs without you. Kids grow up on the same timeline whether you are present or not. Plan accordingly.
10/09/2019 · 6 min read
Teach the team, do not rescue them. Document the process first, then demonstrate, observe, and release. Accept 80 percent of your quality from a team that scales over 100 percent from a bottlenecked owner. Coach with questions when things break instead of grabbing the wheel.
10/02/2019 · 6 min read
Most P&C agencies leak revenue through manual follow-up, slow lead response, and reactive renewals. Three automation layers fix it: speed-to-lead under 5 minutes, a 7-to-12 touchpoint follow-up sequence, and renewal automation. Human time goes to closing, not remembering.
06/07/2019 · 6 min read
Tracy Morgan's Bugatti collision shows why state-minimum liability is a financial-ruin trap for clients. Use the story to drive three conversations: raise liability limits, add a million-dollar umbrella for two to three hundred dollars a year, and stack adequate UM/UIM.