In this engaging episode of Agency Launch, Matt Dietz sits down with Keith Collins II to explore the journey and insights of becoming a district manager (DM) in the insurance industry. Keith shares his path from a small-town beginning in Stillwater, New York, to his current role as a DM, highlighting the pivotal moments and mentors that shaped his career.

Keith discusses the influence of exceptional leaders like Matt Wolk and Mark Lee, who instilled in him the importance of high expectations and people-centric leadership. He emphasizes the value of networking and creating a supportive infrastructure for agents, aiming to transform the "business in a box" approach into a structured and personalized system.

The conversation delves into the significance of setting high standards, the art of collaboration within a district, and the transition from being an agent to an agency owner. Keith offers practical advice on lead generation, staffing, and the evolving role of CSRs, highlighting the necessity of adapting to industry changes and fostering a culture of continuous improvement.

For insurance professionals seeking to enhance their agency operations and leadership skills, this episode provides valuable insights into building successful teams, setting achievable goals, and navigating the challenges of the insurance landscape. Keith's experiences and strategies offer a roadmap for aspiring district managers and agency owners alike.

Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.

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In this insightful episode of Agency Launch, Matt Dietz delves into the power of asking and the art of persistence in sales. Drawing from personal experiences and real-life scenarios, Matt emphasizes the importance of not taking the first "no" for an answer, and how pushing back can lead to unexpected successes.

Matt recounts his early sales days at Enterprise Rent a Car, where he learned to embrace the "three no's" strategy to improve his closing ratio. He shares a compelling story about selling a life policy by overcoming initial objections and providing clarity, which ultimately led to a successful sale. This anecdote highlights how understanding client concerns and effectively communicating can turn a "no" into a "yes."

Additionally, Matt discusses a recent experience with an underwriter, demonstrating how persistence and building a case can lead to favorable outcomes for clients. He provides practical advice on how to engage underwriters and other stakeholders politely yet assertively to achieve desired results.

For agents looking to enhance their sales techniques and client interactions, this episode offers valuable insights into the power of asking, the importance of follow-up, and the impact of clear communication. Matt encourages listeners to refine their approach, stay engaged in conversations, and leverage proven sales scripts to navigate objections successfully.

Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.

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Show notes created by https://headliner.app

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🎙️ Thanks for podcasting with Headliner!

In this dynamic episode of Agency Launch, Matt Dietz explores innovative marketing strategies for insurance agents aiming to break free from the traditional internet lead model. With changes in regulations like the TCPA impacting how agencies can reach prospects, Matt offers a creative solution to generate leads locally and build meaningful business relationships.

Matt shares his successful approach to creating your own leads by partnering with local businesses. He provides a step-by-step guide on how to collaborate with commercial clients, such as coffee shops and mechanics, to offer repeat business incentives that benefit both the business and your agency. By setting up a system where customers can receive discounts or free services in exchange for an insurance quote, agents can tap into a new client base while supporting local enterprises.

This episode is packed with practical advice on selecting the right businesses to partner with and how to effectively implement this strategy. Matt emphasizes the importance of having an ally within the business to advocate for your agency and drive engagement. He also discusses tailoring your approach to fit different types of businesses, whether through direct offers or raffles for higher-end services.

For agents looking to diversify their lead generation tactics and strengthen community ties, this episode provides actionable insights and a fresh perspective on marketing. Matt encourages listeners to experiment with these techniques, measure their success, and adapt as needed to maximize results.

Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.

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💬 Show Notes

In this enlightening episode of Agency Launch, Matt Dietz tackles the crucial topic of budgeting within an insurance agency. Drawing from personal experiences and recent conversations with fellow agents, Matt emphasizes the importance of ensuring that every dollar spent is working towards generating more revenue. He shares his straightforward approach to budgeting: make sure your expenses are covered and that investments in staffing and marketing yield a positive return.

Matt discusses different spending scenarios, offering insights into how to evaluate marketing programs and the potential pitfalls of costly subscriptions that may not be providing value. Through practical examples, he illustrates the necessity of regularly reviewing agency expenses to uncover unnecessary costs and reinvest saved funds into more effective resources.

For agency owners looking to optimize their financial strategies, this episode provides valuable advice on making informed decisions about spending, ensuring that every investment contributes to the agency's growth and efficiency. Matt's insights are indispensable for those aiming to run a lean, profitable business.

Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.

Show notes created by https://headliner.app

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🎙️ Thanks for podcasting with Headliner!

💬 Show Notes

In this engaging episode of Agency Launch, Matt Dietz delves into the emotional and operational challenges that come with running an insurance agency. Drawing from recent coaching conversations, Matt highlights the importance of understanding when to step back and when to push through, sharing insights on managing stress and making real-time decisions. He recounts a story of an agent who wisely chose to close his office for the day to avoid escalating tension, underscoring the value of self-awareness in business.

Matt also explores the intricacies of client interactions, especially when dealing with paperwork and policy cancellations. He emphasizes the necessity of proactive communication and the importance of being the 'noise' to ensure tasks are completed, thereby avoiding unnecessary work and client dissatisfaction. Through a detailed anecdote, he illustrates how a simple oversight can escalate, and how a structured approach to follow-ups can mitigate such risks.

Furthermore, Matt addresses the often tricky 'why' questions from clients, providing strategies to effectively communicate the rationale behind insurance processes without getting bogged down in unproductive discussions. He encourages agents to own their mistakes and use empathy as a tool to de-escalate tense situations, ultimately fostering better client relationships.

For agency owners looking to refine their operations and client management skills, this episode offers practical advice and real-world examples of navigating the complexities of the insurance industry. Matt's insights are invaluable for those aiming to run efficient, client-focused businesses.

Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.

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In this insightful episode of Agency Launch, Matt Dietz shares his experiences from a recent conference that brought together a select group of agents and industry leaders. Matt reflects on the unique opportunity to engage with top-performing agents and the diverse ways they have built successful agencies. He emphasizes the importance of defining personal success, whether it means becoming a mogul in the industry or achieving a balanced life with family time and financial security.

Matt delves into key takeaways from the conference, highlighting the significance of having well-defined systems and cultivating a strong team culture. He shares anecdotes from agents who have implemented comprehensive training programs and those who have successfully utilized internet leads to scale their businesses. Despite the impressive strategies shared, Matt reassures listeners that success can be achieved through various paths and that it's crucial to find what aligns with one's values and goals.

For those seeking inspiration and practical advice, this episode offers valuable insights into different approaches to agency growth and the power of a supportive team environment. Matt encourages listeners to surround themselves with positive influences and to remain focused on their unique journey to success.

Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.

In this episode I talk about inherent risks that come with running any business.

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💬 Show Notes

In this engaging episode of Agency Launch, Matt Dietz explores the power of long-term marketing and relationship-building in the insurance industry. Matt shares a compelling story of how a chance encounter with a local entrepreneur, Tanner Marty, turned into a successful business relationship over 18 months. This episode highlights the importance of maintaining connections and being the go-to person when clients need insurance.

Matt emphasizes the value of always being ready to seize sales opportunities, whether it's with someone visiting your office or a chance encounter at a gas station. He provides practical advice on how to keep your radar up and continuously ask for business, leveraging current market conditions where many clients are experiencing rate hikes.

Throughout the episode, Matt stresses the significance of building a robust pipeline and nurturing relationships that may not yield immediate results but can lead to substantial business in the long run. He encourages listeners to engage with potential clients by offering value and staying in their orbit without being overly pushy.

For those looking to enhance their sales strategy and build lasting client relationships, this episode offers valuable insights and motivational advice. Matt’s story is a testament to the effectiveness of patience and persistence in sales.

Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.

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In this informative episode of Agency Launch, Matt Dietz dives into the nuances of onboarding and developing successful salespeople within the insurance industry. Matt shares his expertise on setting clear expectations and sales targets from the onset, emphasizing the importance of establishing a challenging yet achievable sales goal to motivate new hires.

Matt outlines a strategic approach to onboarding, starting with setting attainable targets in the initial months to build confidence and momentum. He offers practical advice on identifying the right attributes in potential hires, such as competitiveness, goal orientation, and trainability, which are crucial for success in this demanding role.

Throughout the episode, Matt provides actionable insights on training unlicensed producers, highlighting the valuable tasks they can undertake while preparing for their licensing exams. He stresses the importance of teaching producers to generate their own leads and the benefits of not relying solely on purchased leads, thus reducing costs and fostering independence.

Matt also touches on the significance of continuous training and the gradual extension of responsibilities as producers prove their capabilities. He encourages agency owners to hold producers accountable to agreed-upon expectations and to make tough decisions if those expectations are not met.

For those looking to enhance their onboarding and training processes, this episode is packed with valuable strategies and insights from a seasoned professional. Matt’s guidance is a roadmap to building a team of effective and self-sufficient producers who can drive your business forward.

Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.

In this engaging episode of Agency Launch, Matt Dietz shares a compelling sales story that underscores the importance of persistence and determination in the insurance business. Matt recounts his five-year journey to secure a general liability policy for a long-time client, a $9 million flower drop-shipping company. Despite numerous setbacks and the involvement of multiple assistants and the CFO, Matt's relentless follow-up and dedication ultimately led to closing a $12,000 premium policy.

Matt delves into the details of how he navigated through the complexities of the client's existing policy, which was outdated and underpriced, and how he leveraged his new carriers to offer a competitive and comprehensive alternative. He emphasizes the emotional toll and the persistence required to chase down such policies, sharing insights on how to manage the follow-up process effectively without letting it overwhelm you.

Throughout the episode, Matt highlights the significance of building strong relationships, the power of consistent follow-up, and the satisfaction that comes from winning a hard-fought deal. He encourages agents to revisit any opportunities they've given up on and reignite their efforts, stressing that persistence can eventually lead to success.

If you're looking for inspiration to stay persistent in your sales efforts and learn from a seasoned pro, this episode is packed with valuable lessons and motivational insights. Matt's story is a testament to the power of dedication and the rewards that come from never giving up.

Don't miss this episode if you're ready to enhance your sales strategy and drive your business forward with unwavering persistence.

Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.