How to properly handle the transfer of clients into or out of your agency.

My honest thoughts in internet leads.

This episode explains a situation I was in when my company is asking for something my clients wasn’t ok with.

My mentor, Troy Korsgaden wrote a new book called Inflection Point and it’s an important read for all insurance professionals. This episode highlights a chapter on the service we must provide to survive. I highly recommend reading it and connecting with him on LinkedIn and Facebook.

I’ve checked emails on the weekends and in some cases, that was a bad move. I learned I was going to be walking into a buzz saw on Monday with nothing i could do about it until then and it only brought me worry. I decided to stop checking emails on the weekends and it’s helped give me a needed break.

Pricing is a regular part of your day if you’re in sales. You need to wrap your head around the psychology of sales and prepare to not win on pricing. You need to win by perfecting your pitch.

This is a technique I learned from Jack Jameson when selling life insurance policies. Also, there is an Easter egg in here for a free book I am giving away. 😀

Delegation is possibly the first, most important thing to master as an agency owner. It will allow you to do what you do best. Market and sell.

I got an email from @brock11johnson. He’s a social media expert. Follow him and do what he says. Brock knows what he’s doing. I share some of his ideas on what to post if you are grasping for ideas.

Here comes a story of me, a client and an underwriter. Had a tough situation this week and there are times we as agency owners are put right in the middle. Here’s how I navigated it.