8 posts found
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.
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.
03/22/2021 · 6 min read
Phillip Boyd's pipeline runs on a 5+ touch follow-up cadence rotating phone, email, text, and handwritten cards, scripts built on questions not pitches, and a tracked daily rejection budget. The systems that scale are documented, sequenced, and practiced past the mechanical phase.
03/19/2021 · 6 min read
Phillip Boyd fills his producer pipeline through scheduled, non-negotiable prospecting blocks, tracked contact-to-conversation-to-appointment math, and habit-building during good months. A thin pipeline is not a lead-source problem, it is a discipline problem. Out-disciplining the market is the fix.
08/14/2020 · 6 min read
The only thing that increases insurance sales today is more conversations with prospects. Not better scripts, not a new dialer, not a rebrand. If you are having five real prospect conversations a day and you need to double your production, double the conversations. The math is that direct.
05/04/2020 · 6 min read
Tom Paterson built his Allstate agency on community presence, not cold calls. He shows up at local events, gives referrals first, and lets insurance come up naturally. Lower acquisition cost, higher retention, and a book that survives rate spikes.
04/03/2020 · 7 min read
Direct mail works for insurance agencies because the mailbox is the channel competitors abandoned. Run targeted lists (homeowner value brackets, vehicle data, renewal windows), test creative with a clear offer, mail three times in 90 days, and track every response on a dedicated number. Frequency plus targeting beats one-off blasts.
03/23/2020 · 6 min read
Build predictable insurance sales by tracking your own ratios (doors or calls to appointments, appointments to demos, demos to closes), then reverse-engineer monthly production into daily activity targets. Daily consistency compounds. Heroic sprints followed by burnout don't. The rejection is the training.