quick-wins

Posts Tagged: quick-wins

2 posts found

2 Must-Dos Right Now: Quick Wins That Move the Needle in Your Agency

09/06/2021 · 5 min read

Two moves this week that move the needle: call your last 30 monoliners with a relationship check-in, and ask your three best clients directly for one referral. Both work the book you already have, which is where the highest-ROI premium in most agencies is sitting unused.

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2 Must Dos (or Don'ts) for Insurance Agents Right Now : Quick Wins for Agency Growth

09/06/2021 · 5 min read

Two moves for P&C agents this week: audit your last five closed and five lost accounts and build a five-touch follow-up sequence to close the gap, and stop opening email first thing so the first 30 to 45 minutes of your day is spent on forward-moving work.