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 why emailing an insurance quote is a horrible sales strategy, how agents are consistently proactive and not reactive, and why people need to slow down, to speed up.

Episode Highlights:

• Kelly mentions that you should never email a quote without a conversation. (2:23)
• Kelly shares that there are five key reasons why you should never email a quote to a prospect. (2:48)
• Kelly mentions that the main reason is that quotes are confusing. (3:01)
• Kelly shares that people can create bad decisions based on price, and it must be avoided, in a big way. (4:23)
• Kelly mentions that their value is to educate clients. Not only to try and match a price but also, to ensure that they protect what they work hard for, every single day. (4:41)
• Kelly thinks that everybody should get several options on their insurance. (5:44)
• Kelly mentions that agents are consistently proactive and not reactive. (7:37)
• Kelly shares one of the biggest problems they have in the industry is that for many agencies, they wait for the customer to call them. (7:46)
• Kelly shares that some people don't understand their insurance. Most people think they have full coverage, and most people think they want the cheapest insurance but they don't know what that means. (9:24)
• Kelly mentions that one of their biggest programs is their proactive renewal review call program. (9:40)
• Kelly mentions that sometimes, we move so fast that we cause ourselves so much more work, and this is something you have to embrace as a way of life. (14:18)
• Kelly shares that when we slow down, we focus on one thing in front of us at a time, we make fewer mistakes and fewer mistakes result in better outcomes. (15:36)

Key Quotes:

• “For many agencies, they wait for the customer to call them, and the challenge with that is customers only call with a complaint or a concern. So, their entire days are spent putting out fires. If we can flip that mentality to becoming consistently proactive, we want to have a better experience for our customers and make our lives and jobs easier.” - Kelly Donahue-Piro
• “Let's be honest, most people don't understand insurance, and that's why clients are looking to us to lead and educate them. And that means every opportunity we have, we need to take that on.” - Kelly Donahue-Piro
• “The bottom line is slowing down gets the job completed. Rushing adds more work to our plates. And that's something we cannot do we have to reject it as a mentality. Because honestly, if we all just took a moment, slowed down, completed the work, did a great job, really put a bow on it, the client would have a better experience.” - Kelly Donahue-Piro

Resources Mentioned:

• Kelly Donahue-Piro LinkedIn
• Agency Performance Partners