Show Notes

? Show Notes

In this value-packed episode of Agency Launch, join our host Matt as he unveils a treasure trove of strategies to combat the rising tide of homeowners’ insurance premiums. With the insurance landscape shifting beneath our feet, Matt pilots a proactive approach that’s already yielding positive results. He generously offers a free template that’s been battle-tested to prompt policy reviews and retain clients amidst daunting rate hikes. Discover the magic word that’s opening doors to meaningful audits and the personal touch of a BombBomb video that’s warming hearts and preserving client relationships.

But that’s not all—Matt doesn’t stop at homeowners’ insurance. He dives into the realm of auto policies, advocating for higher deductibles and telling compelling stories that resonate with clients, helping them understand the value of their coverage choices. He shares a success story that’s sure to inspire, detailing how he saved a client $1,200 by making smart adjustments to deductibles and payment methods.

And for those looking to expand their product offerings, Matt drops a hot tip about a free resource to help sell commercial insurance, specifically workers’ comp—a golden opportunity for those eager to pivot and grow their business.

Finally, Matt extends an invitation to both clients and agents: for clients to schedule policy reviews, and for agents to step up their game and embrace their duty to inform and support their clientele. This episode is a masterclass in client communication, retention strategies, and the relentless pursuit of excellence in the insurance industry.

Text “email” to 208-213-8809 for the client-saving email template, and text “commercial” for the free resource on selling workers’ comp. For an immersive learning experience on running a successful agency, visit agencylaunch.net and consider joining the master program.

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? Episode Chapters

(00:00) Introduction to tackling premium increases and client retention

(02:15) The successful email strategy for initiating policy reviews

(04:00) Personalizing client interactions with video suggestions

(05:45) Adjusting deductibles to save clients money

(07:30) The importance of storytelling in client consultations

(09:50) Success stories of significant premium savings

(11:20) A call to action for clients to schedule reviews

(12:35) Encouragement for agents to be proactive and transparent

(14:10) Free resources for selling commercial insurance and workers’ comp

(16:00) Matt’s invitation to join his master program for agency growth

(18:15) Closing thoughts on the importance of client service and education

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