Shoot Us A Message!In this engaging episode, Jason Feltman dives into the topic of tracking sales agents in the competitive world of insurance sales. Highlighting the importance of tracking key metrics and implementing effective processes, Jason provides insights on how to maximize productivity and achieve consistent results. From the agent scorecard to the agent quote sheet, he shares valuable strategies to ensure optimal performance and successful lead management. Join Jason as he shares hi...

How To Track A P&C Insurance Sales Agent PART 2 | Insurance Agency Playbook

Real talk - we ran our agencies blind for YEARS. No idea what our contact rates were, our quote-rates, our close rates. 

We were just grinding, blaming the leads when things didn't work. Sound familiar? Here's what changed everything for us: we started tracking the right metrics: leading metrics.

Simple, but game-changing. Once we could see our funnel, we 5x'd our production without working more hours. Now we help hundreds of agents do the same - track the right KPIs, optimize what's broken, and finally take control. If we can do it, so can you. This is The Insurance Dudes©.

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Real talk - we ran our agencies blind for YEARS. No idea what our contact rates were, our quote-rates, our close rates. We were just grinding, blaming the leads when things didn't work. Sound familiar? Here's what changed everything for us: we started tracking the right metrics: leading metrics. Simple, but game-changing. Once we could see our funnel, we 5x'd our production without working more hours. Now we help hundreds of agents do the same - track the right KPIs, optimize what's broken, and finally take control. If we can do it, so can you. This is The Insurance Dudes©.

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How To Track A P&C Insurance Sales Agent PART 2 | Insurance Agency Playbook

How To Track A P&C Insurance Sales Agent PART 2 | Insurance Agency Playbook

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