7 posts found
10/09/2023 · 6 min read
When leads underperform, the first instinct is to blame the leads. But the real culprits are almost always internal — follow-up failures, poor CRM discipline, emotional detachment from the sale. Here's the full breakdown.
08/16/2023 · 5 min read
Chaos in an insurance agency isn't a people problem — it's usually a process problem. Defined, documented processes eliminate the ambiguity that creates drama and prevent the inefficiency that caps growth.
07/31/2023 · 5 min read
Purpose, Principles, People, Processes, Performance — the 5 Ps aren't motivational buzzwords. They're the structural framework that allowed one agency to scale with a Telefunnel strategy that actually works.
07/26/2023 · 5 min read
The version of agency freedom most agents are chasing no longer exists. The insurance landscape has changed — and the path to a self-sustaining agency requires a completely different approach.
07/19/2023 · 5 min read
A proposal that just lists coverage options is a document. A proposal that sells is a story with a conclusion. Part 7 of the sales script series shows how to build the second kind.
07/17/2023 · 5 min read
Explaining coverage to clients doesn't have to be a data dump. The What-How-Story-Tie-Down method turns complex insurance terms into stories clients understand — and buy.
07/12/2023 · 5 min read
Most insurance agents lose the call in the first 15 seconds. The 4-part opener framework changes that by giving prospects a reason to stay on the line and actually listen.