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 have a routine and rhythm for documentation and shares tips on how to keep a positive outlook.

Episode Highlights:

• Kelly shares what a commercial download is. (3:48)
• Kelly mentions why commercial lines download tends to be tricky. (4:46)
• How can we reduce inbound cash payments and calling payments in general? (7:24)
• Kelly shares the jobs that we can keep reducing to do the better tasks. (7:48)
• Kelly shares the frustrations around documentation in the management system. (13:43)
• Kelly mentions why you have to document the agency’s standards when you come to an agency. (13:57)
• Kelly shares how she stays positive. (17:25)
• Kelly gives a few tips for the listeners if they’re struggling with positivity. (21:41)

Key Quotes:

• “When we run around talking about how little time we have, we have to find more creative ways to get things to work, not just reject them, because they might be hard, difficult, or honestly, we haven't researched to understand it.” - Kelly Donahue-Piro
• “What I want you to do right now is think in your head, that client that's just going to give you the biggest, hard time. And I say this because it doesn't matter how hard of a time they give you this is a great person to practice on. Because even if they say no, the next person that's going to come in is going to be a breeze.” - Kelly Donahue-Piro
• “Documentation is not optional. It's done in there or it didn't happen. And you're hurting everybody. It is like the most selfish thing that you can do as an insurance agent is to not document your files.” - Kelly Donahue-Piro

Resources Mentioned:

• Kelly Donahue-Piro LinkedIn
• Agency Performance Partners