By Adam Brsan and Chris Smith
The podcast currently has 126 episodes available.
In this episode, Adam talks about consistency
in sales numbers week by week and how he persevered through a tough sales week.
In this episode, the hosts Adam and Chris emphasize the importance of maintaining a consistent schedule and routine, especially during the fall season. They advise listeners to treat their work like a full-time career, delegate tasks when possible, and recognize that their current actions will affect their future outcomes. The key message is to respect your own schedule and be disciplined in order to thrive
The hosts also discuss the value of setting appointments and goals, and not letting the earlier darkness disrupt one's productivity. They highlight the accountability and motivation provided by the team's daily morning call, which helps them start the day focused and energized to achieve their sales targets. Additionally, the speakers discuss the importance of having structure, systems, and community for insurance agents to succeed
They encourage listeners to focus on their goals, overcome the fear of failure, and embrace the independence and potential that the insurance industry offers, while acknowledging that this career path may not be suitable for everyone. Furthermore, the speakers emphasize the importance of perseverance and resilience for new insurance agents, sharing the story of an agent who initially found success but then struggled when the job got tough. They highlight the value of their lead program, which provides new agents with support to overcome early obstacles
This episode focuses on strategies for improving policy persistency and sales in the insurance industry.
Key points:
- Personally delivering policies or following up with clients within 30 days is crucial for retaining business. The host achieved a 93% persistency rate using this approach
- Policy deliveries provide opportunities for referrals, upsells, and cross-sells. Meticulous record-keeping of client information is important to avoid issues.
- Maintain a "lapse list" of potential clients to follow up with later
Aim for consistency in sales with a minimum of $3,500 per week.
- True Social Security billing can improve persistency and lead to better results.
- Sales can be unpredictable, so persistence in finding new opportunities is key
Closing sales on the initial visit is important, as follow-ups are often unsuccessful.
- The speaker shares a recent experience of finding suitable life insurance policies for a client with significant health issues, highlighting the importance of exploring different options.
- The key takeaway is to make the most of each interaction with a potential client, as there are no "be-backs" in this industry
Being present and prepared for every sales opportunity is crucial.
A replay from one of "Insurance, Life, and Everything in Between"'s first ever episodes!
The podcast explores the inspiring stories and key characteristics of "underdogs" - individuals who overcome significant obstacles and defy expectations to achieve remarkable success. Using examples like the movies Rocky and Invincible, the hosts highlight how underdogs are driven by determination, resilience, and a willingness to work hard and seize opportunities despite the odds.
Key insights include:
- Underdogs give their all and make the most of their chances, even if they fall short of winning
- They possess qualities like perseverance, creativity, and passion that can help outperform established competitors
- In business, underdogs leverage their scrappiness and commitment to overcome disadvantages like lack of resources
- Embracing an underdog mindset fuels motivation and a relentless pursuit of goals - Success requires setting clear objectives, developing a strong work ethic, self-belief, and learning from mentors
- Underdogs must adapt to change, overcome fear of failure, and maintain a positive, solutions-focused outlook The podcast celebrates the inspiring stories of underdogs who defied the odds through sheer grit and determination, providing valuable lessons on achieving success against all odds.
Key Lessons
This episode explores the changing landscape of Medicare plans and the challenges agents face in adapting their sales approach.
Key points:
- Benefits are decreasing while costs are rising, making the traditional "sizzle" approach of highlighting extra benefits less effective
- Focusing on dual-eligible and low-income subsidy plans may become more challenging - Selling Medicare Advantage plans without generous giveaways is difficult but necessary
- Agents need to think outside the box and consider all options beyond just zero-premium plans to find the best fit for clients
- Understanding state Medicaid eligibility levels is crucial for marketing Medicare Advantage plans to those qualifying for extra help
- Navigating high-premium "free insurance" plans requires expertise to avoid mistakes that jeopardize coverage
- Establishing authority and providing clear, tailored advice is essential when advising new Medicare enrollees
- The discussion highlights the differing mindsets between managers focused on profitability and agents needing quick cash flow, especially for new agentsKey Lessons
Adam talks about his sales week out in the field and how when it's crunch time, he seems tends to turn it up a notch and get a few more sales to end off the week strong.
Adam and Chris discuss the importance of having a presentation and also of knowing what to say and how to say it. Adam runs through his presentation and the reasoning behind why he presents the way that he does.
Adam and Chris discuss the difference between being Ordinary and Extraordinary in sales.
Get ready to harness the power of practical strategies this Dynamic Friday! Join us as we dive into actionable insights that can transform your week into a profitable one. From elevating your sales tactics to treating Friday like your most productive day, discover how to maximize your potential while building connections through teamwork. Learn the importance of sharing your journey and empowering others, and get equipped to achieve your goals with confidence. Don't let the inclination to coast into the weekend hold you back—embrace the mindset that fuels success!
Adam & Chris discuss the importance of holding oneself accountable when it comes to success in business.
The podcast currently has 126 episodes available.