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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
By Matt Dietz5
7373 ratings
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

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