Maximizing Your Agency's Potential: The Power of Willingness and CapabilityIn this episode, host Matt Diet delves into the crucial aspects of running a successful insurance agency, including staffing, sales, marketing, and retention. Matt shares his excitement about launching his first physical product, a training deck of cards, which encapsulates his entire course. He emphasizes the importance of willingness and capability in achieving success, illustrated by a story of an agent who successfully leveraged mortgage broker connections. Matt advises listeners to challenge themselves to reach their full potential and not shy away from asking for business. He concludes with a motivational call to action for agency professionals to maximize their capabilities and continually ask for opportunities.00:00 Introduction to Agency Launch00:17 Exciting New Product Launch01:19 Coaching Session Insights07:52 The Power of Asking09:22 Maximizing Your Capabilities10:58 Conclusion and Final Thoughts

Building Habits for High-Performing Insurance AgenciesMatt Deon discusses the importance of developing effective habits within an insurance agency. He emphasizes the need for habitual actions in sales, quoting, and customer service, especially for new staff. Matt highlights specific habits such as including life insurance quotes with every quote, setting measurable daily quote goals, avoiding emailing quotes without client interaction, and leading customer service with a 'yes' mentality. He also announces the launch of his first physical product, initially available to his texting community.00:00 Introduction to Agency Launch00:25 Exciting New Product Launch01:00 The Importance of Habits in Your Agency01:52 Setting Expectations for New Staff03:20 Essential Habits for Producers06:59 Best Practices for Customer Service Representatives09:51 Cross-Selling Strategies12:18 Enforcing Expectations and Building a High-Performing Team13:29 Conclusion and Contact Information

Maximizing Your Insurance Agency Success: The Power of Referrals and Building a PipelineIn this episode of Agency and Launch, Matt Dietz shares detailed insights on running a successful insurance agency, focusing on the importance of sales closing ratios, marketing types, and the crucial role of referrals. Matt emphasizes that building a strong referral network can significantly increase closing ratios and reduce future workload. He advises new agents to balance creating immediate sales opportunities with building long-term relationships and improving online reviews to attract potential clients. By consistently meeting people and proving value, agents can transform their business environment into one where clients seek them out. Don't miss out on exclusive resources and direct access to Matt by joining his texting community.00:00 Introduction to Agency Launch00:24 Exclusive Texting Community00:45 Sales Closing Ratios and Marketing01:23 The Power of Referrals01:54 Creating Sales Opportunities03:54 Building a Referral Network05:40 Importance of Google Reviews06:22 Simultaneous Strategies for Success07:42 Conclusion and Contact Information

These show notes were generated by Headliner AI. If you enjoy them please tell other podcasters by giving a shoutout to https://headliner.app in your episode ✨

---

💬 Show Notes

Building a Pipeline for Success in Your Insurance AgencyIn this episode of Agency Launch, Matt Dietz dives into the essential strategies for building a robust pipeline in your insurance agency. He shares insights from a recent conversation with a successful agent eager to streamline lead generation. Matt discusses the two primary methods for acquiring prospects: buying leads or actively seeking them out, emphasizing the balance between time and money in this process. He explores various lead generation tactics, including live transfers, postcards, and social media advertising, while providing practical advice on measuring success and managing expectations. Additionally, Matt encourages listeners to consider innovative approaches, such as hiring marketers to build relationships with mortgage brokers, highlighting the importance of proactive outreach. This episode is packed with actionable tips for agency owners looking to enhance their lead generation efforts and ultimately drive growth.

00:00 Introduction to Building a Pipeline

00:30 The Agent's Dilemma: Buying vs. Seeking Leads

02:15 Understanding Live Transfers and Their Cost

03:45 The Role of Postcards in Lead Generation

06:00 Exploring Social Media Advertising

09:30 Hiring Marketers for Strategic Outreach

12:15 The Importance of Proactive Networking

16:00 Final Thoughts and Resources for Agency Owners

Show notes created by https://headliner.app

---

🎙️ Thanks for podcasting with Headliner!

Navigating Commission Splits and Contracts in Your Insurance AgencyIn this episode of Agency Launch, Matt Dietz discusses the complexities of running an insurance agency with a focus on staffing, marketing, sales, and retention. He shares a detailed account of a recent conversation with an agent dealing with a commission split misunderstanding due to a handshake agreement. Matt emphasizes the importance of having detailed written contracts to avoid such issues and provides practical advice on how to structure these agreements. Additionally, he stresses the value of setting clear terms and conditions to ensure fairness and clarity in business operations. Matt also promotes a valuable resource he offers, encouraging listeners to contact him for additional support.00:00 Introduction to Agency Launch00:18 Exclusive Resources for Agents00:39 A Real-Life Agent Dilemma02:45 The Importance of Written Agreements04:37 Another Case Study: Premium Goals and Rewrites07:34 Final Thoughts and Contact Information

These show notes were generated by Headliner AI. If you enjoy them please tell other podcasters by giving a shoutout to https://headliner.app in your episode ✨

---

💬 Show Notes

Building a Tech-Forward Insurance Agency with Mandy Reed

In this episode, Matt Dietz welcomes Mandy Reed, founder of We Build Stacks, to discuss the critical role of technology in modern insurance agencies. With over 20 years of experience in the insurance and fintech industries, Mandy shares her journey from being a captive agent to establishing a tech-focused company dedicated to helping agencies streamline their operations. They explore the essential tech stack for new agents, the importance of owning data, and how to effectively transition legacy agencies into the digital age. Mandy emphasizes the need for strategic decision-making when it comes to technology adoption, while also cautioning against the pitfalls of relying too heavily on tech solutions. This episode is packed with insights and practical advice for agency owners looking to enhance their efficiency and embrace the future of insurance.

00:00 This is the show where I talk about what it's like to run an insurance agency

01:28 Mandy Reed is the founder of We Build Stacks

01:44 You've been in the insurance industry and then in fintech before

05:17 We build stacks to help insurance agents design workflows for agents

07:05 Single agency owners need us most if they are looking at their strategy

09:42 M.J.: I would first start with asking what agency management system is

12:30 Everyone needs a CRM, an ams, a good phone system

15:38 Adapt API is a must for independent agents who don't have downloads

17:49 If you want to sell your agency and you still have file cabinets, start there

20:59 A lot of agents look at tech and they have the shiny object syndrome

22:44 I think some agents lean on tech too hard when it comes to tech

28:46 Manny, thank you so much for coming on and sharing tipsShow notes created by https://headliner.app

Show notes created by https://headliner.app

---

🎙️ Thanks for podcasting with Headliner!

These show notes were generated by Headliner AI. If you enjoy them please tell other podcasters by giving a shoutout to https://headliner.app in your episode ✨

---

💬 Show Notes

Building a Winning Culture in Insurance with Matt WolkIn this episode, Matt sits down with Matt Wolk, a five-time District Manager of the Year for Farmers Insurance, to discuss the intricacies of building a successful agency culture amidst challenges. Matt shares his journey from growing up in a family of insurance professionals to becoming a district manager himself. They dive deep into the importance of work ethic, the significance of asking for the sale, and the role of abundance in driving success. The conversation touches on the evolving landscape of insurance, including the introduction of new products and the necessity of adapting to change. Matt emphasizes the value of face-to-face interactions in building relationships and retaining clients, while also exploring strategies for onboarding new agents effectively. This insightful dialogue offers practical advice for agency owners looking to enhance their operations and foster a thriving team culture.00:00 Introduction and Guest Background00:50 Growing Up in the Insurance Industry02:30 Transitioning to District Manager04:15 The Importance of Asking for the Sale07:00 Building a Strong Agency Culture10:45 Navigating Adversity in the Insurance Landscape15:20 Strategies for Onboarding New Agents20:10 The Role of Face-to-Face Interactions25:30 Adapting to New Products and Market Changes30:00 Concluding Thoughts and Future Opportunities

Show notes created by https://headliner.app

---

🎙️ Thanks for podcasting with Headliner!

Innovative Tech Strategies for Insurance Agents with Mariah GatesIn this episode, Matt welcomes Mariah Gates, founder and CEO of Accelerated Automation, to discuss innovative strategies for leveraging technology in insurance agencies. Mariah shares her experiences and insights on implementing tech solutions, addressing common challenges such as 'shiny object syndrome' and the importance of procedures and processes in driving efficiency. Both Matt and Mariah emphasize the significance of leadership, accountability, and maintaining a forward-looking approach to ensure business growth and efficiency. The conversation also explores practical tips for managing tech stacks, building a strong team, and maintaining a client-centric approach in a rapidly evolving industry.00:00 Introduction and Greetings00:50 Discussing Technology in Insurance02:42 Challenges in Tech Adoption04:40 Importance of Procedures and Processes09:29 Efficient Use of Time and Resources11:10 Implementing Technology and Training15:58 Building a Self-Sufficient Team26:38 Leadership and Culture in Agencies30:22 Delegation and Trust in Your Team30:43 The Journey of Leadership in Small Business31:25 The Importance of Delegation for Growth32:10 Training Clients and Team for Efficiency38:31 The Value of Business Coaching and Accountability40:27 Simplifying Your Tech Stack45:44 Adapting to Digital Transformation50:02 Experimenting with Business Processes54:47 Concluding Thoughts and Appreciation

Dealing with a Difficult Customer and Unexpected Billing IssuesIn this episode, Matt shares his recent experience with a challenging customer who had an issue with unexpected billing after canceling his auto policy. He details the interactions, the company's billing error, and how he and his team handled the situation professionally. Matt emphasizes the importance of taking a breath before responding to heated emails and gathering indisputable facts to address client complaints effectively. He also promotes his podcast and training program for insurance agencies.00:00 Introduction and Today's Topic00:21 The Difficult Client's Background01:27 Billing Issue and Client's Reaction04:38 Handling the Situation Professionally07:29 Final Thoughts and Recommendations08:33 Conclusion and Contact Information

Selling Life Insurance: The Psychology Behind the Sale with Matt from Agency LaunchIn this episode, Matt explores the fascinating psychology of decision-making, inspired by Dan Ariely's book 'Predictably Irrational.' Using relatable examples like comparing pen and couch shopping, Matt dives into the intricacies of persuading clients to buy life insurance. He shares practical strategies to add life insurance quotes seamlessly into household premium discussions, emphasizing the importance of starting the conversation and becoming the authority figure. Matt also includes some tips to boost sales by making life insurance seem like a no-brainer addition. Lastly, he promotes his availability on various social media platforms and offers free resources to help insurance agents improve their sales techniques.00:00 Introduction and Purpose00:10 Understanding Consumer Psychology00:51 The Psychology Behind Pricing01:19 Real-Life Pricing Scenarios02:54 Applying Psychology to Insurance Sales04:35 Creating Opportunities for Life Insurance Sales05:45 Practical Tips for Selling More Life Insurance06:40 Conclusion and Contact Information