In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos where she discusses how to avoid the starting and stopping of goals, three strategies on how to close those cross-sells, and what to do when somebody's out of the office.

Episode Highlights:

• Kelly introduces the first video about how we waste time by starting and stopping our goals. (00:43)
• Kelly shares a recent experience she had with a personal goal during the holidays. (2:15)
• Kelly mentions the agency process pack that could help you set your goals. (3:35)
• Kelly shares the three strategies on how to get those cross-sells to close. (4:27)
• Kelly mentions another video about what to do when somebody's out of the office. (9:00)
• Kelly shares the significance of customer experience. (13:34)
• Kelly talks about why asking for the declarations page can be a sales prohibitor. (15:19)

Key Quotes:

• “It’s so much easier when times get dark to really think of just going to power through and still hit the goal. Because stopping and getting back on that horse is not only a bruised ego but a lot harder.” - Kelly Donahue-Piro
• “For the off track, now is the best time to get on track and have a strategy. I think it's also a great idea to say, hey, what is our plan if we get off track, like in case of emergency, let's break the glass and let's talk about it.” - Kelly Donahue-Piro
• “Your customer experience is too darn important. And some people want your business and want your clients. So small little things like this go an absolutely, ridiculously long way. And honestly, if it happens routinely, it's a problem. And it's not something that people are going to be excited to work with you. Clients want to feel special, as long as they're communicated to it's fine.” - Kelly Donahue-Piro

Resources Mentioned:

• Kelly Donahue-Piro LinkedIn
• Agency Performance Partners