Page 15 of 17 · 325 total
04/06/2022 · 5 min read
Consistency in premium production comes from a documented sales process, a premium floor that defines minimum daily activity, weekly data-led one-on-ones, and structured referral asks at every touchpoint. Motivation fluctuates and systems don't. Run the machine, not the mood.
04/04/2022 · 5 min read
Chad Kish keeps premium constant with a protected daily production block, input-metric tracking (calls, contacts, quotes), immediate CRM logging, and a rejection framework that treats every no as a neutral data point. Evaluate the system on weeks, not days, and the output stays stable.
03/09/2022 · 5 min read
Put Cialdini's persuasion principles into practice by treating them as communication improvements, not tricks. Lead with proactive value (reciprocity), use specific client stories (social proof), recommend with conviction (authority), and run a values-to-stakes-to-solution sequence so the close completes a commitment the prospect already made.
02/09/2022 · 5 min read
Drive Florida production by mixing referral partners (realtors, mortgage brokers, closing attorneys) with fast-contact internet leads and direct outreach to new homeowners. Track contact rate by source, quote-to-close by agent, and voluntary retention separate from carrier non-renewals.
02/07/2022 · 4 min read
Build a Florida production machine by writing across multiple carriers and lines, investing two years in deep market intelligence, systematizing the referral ask on every service touch, and treating carrier reps as professional partners with clean submissions and known appetite.
02/02/2022 · 5 min read
Before a prospect buys a policy, they buy you. The first sale is yourself, built through curious questions, slowing down on coverage complexity, and conversational qualification. Make that sale first and the close becomes a confirmation of terms, not a fight.
01/31/2022 · 6 min read
The phone is still the most powerful sales tool in insurance because trust builds faster in a real conversation than in any other medium. Open with a collaborative frame, ask more than you pitch, match the prospect's pace, and treat objections as information rather than rejection.
01/26/2022 · 5 min read
Mike Monaghan protects morning hours for outreach, batches admin work in the afternoon, logs every contact and follow-up task in real time, runs sequenced follow-ups that build on prior calls, and systematizes referral asks plus early cross-sell triggers tied to client life events.
01/24/2022 · 5 min read
Mike Monaghan's production is built on sustained high-volume contact, disciplined follow-up past four contacts, deep product knowledge that creates speed and confidence in close conversations, and a functional relationship with rejection that treats every no as data, not a verdict on the agent.
01/18/2022 · 5 min read
Cheap leads cost more once you do the math. A $22 exclusive at 35 percent close is $63 per issued policy. An $8 shared lead at 9 percent close is $89. Measure cost per issued policy by source and agent, not cost per lead, and let data drive spend.
11/06/2021 · 6 min read
Internet leads convert on three rules: contact in under five minutes, run a seven to ten touch sequence over two weeks before retiring a lead, and do 60 seconds of discovery before quoting. Most agents skip step two, where attempts four through seven close.
11/01/2021 · 6 min read
Likeability is built, not inherited. Four learnable behaviors drive it: genuine interest in the prospect, finding real similarity, pairing warmth with competence, and consistency across every interaction. Each one moves close rate, retention, and referrals.
10/23/2021 · 6 min read
Agents close internet leads with three principles: contact every new lead in under five minutes, run a written seven to ten touch sequence across phone, text, voicemail, and email, and open every first call with three to five discovery questions before any number leaves your mouth.
10/11/2021 · 6 min read
Sales scripts work for insurance agents when built right and drilled to fluency. A strong script needs five components: an opener that hooks attention, discovery questions that actually discover, a bridge from need to solution, pre-thought objection paths, and a close that explicitly asks. Fluency requires volume, not just reading.
07/16/2021 · 6 min read
Two phrases close more P&C deals: 'Here's what that means for you' (after a question, made specific to their situation) and 'Does that make sense for your situation?' (a real-time comprehension check). Both require discovery first to land authentically.
07/09/2021 · 5 min read
Top P&C agents stop selling and start understanding. They lead with questions about the prospect's life, not their coverage. Defenses stay down, the prospect articulates the need in their own words, and the close, the policy size, and the referral rate all climb.
06/11/2021 · 6 min read
Play the hero role with insurance clients by leading with discovery (not quotes), being proactive about coverage gaps before renewal, showing up advocate-style at claim time, and owning the client outcome. Heroes get the referrals and the retention. Order takers get the price shoppers.
02/19/2021 · 6 min read
Lyneil Mitchell, a former athlete turned agency owner, runs the wobble diagnostic: when production dips, isolate the specific mechanical deviation (close rate, contact rate, average premium) and correct that one variable, not the whole system. Athletes train so execution is automatic. So should agents.
02/17/2021 · 6 min read
Stories close insurance better than statistics because actuarial data activates rational processing while a specific client claim story activates the emotional processing that drives buying decisions. Every working story has a real person, a near-miss tension, and the coverage as the difference. Keep it under two minutes.
02/10/2021 · 6 min read
A father-son insurance alliance works when roles are complementary, not duplicate, and the senior partner transfers carrier relationships, client trust, and reputation gradually. The Kamperts built theirs deliberately, with David anchoring credibility while Joe handles the next-generation digital side.