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 get rid of notebooks to boost time management, how to have an effective follow-up for service insurance agents, how to conduct an insurance employee review, and how insurance cold calling works.

Episode Highlights:

• Kelly shares why notepads are not essential. (2:10)
• Kelly shares how to get what you need from a client by being a great agent. (4:48)
• Kelly gives a tip on how to make your tone of voice and the context of your voicemail professional. (6:19)
• Kelly mentions why a follow-up should not be one week apart. (8:40)
• Kelly shares how to do an employee review. (11:44)
• Kelly shares how cold calling must be done correctly. (15:32)
• Kelly mentions the reason why cold calling is essential. (17:03)
• Kelly shares a story about her friend, Jennifer Hassan. (17:55)

Key Quotes:

• “Oftentimes, you're using a notepad just as a crutch, because you don't want to do a direct entry. But if you challenge yourself for 30 days to hit your personal best and maximize your potential, you'll get there and save yourself a ton of time, effort, and headache.” - Kelly Donahue-Piro
• “Do yourself a favor, limit your time spent on follow up so you can focus on cross-selling and following up on new business. In that way, your clients respect you and respect what you're doing. Also, you're getting the job done.” - Kelly Donahue-Piro
• “I believe that if you dedicate a little bit of time to researching, to contact the right clients, you're in a good spot. If you're not taking the time to research and you're dialing for dollars at a great list, you'll get your different approaches and your different results. So, check it out and make sure you understand that cold calling is not the worst thing. Cold calling is an important sales skill, and if you can master that, you'll have a long career in sales.” - Kelly Donahue-Piro

Resources Mentioned:

• Kelly Donahue-Piro LinkedIn
• Agency Performance Partners