umbrellas, sunshades, cover

Life Module

Have you been properly taught to:  Set life appointments every week? Take control of a life insurance conversation? Properly determine face amount? Teach clients how to create a tax free stream of income? Handle the most common objections? You will learn that people generally don’t come to you for life insurance.  It is up to

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social, social media, communication

Social Module

Have you been properly taught to: Create your own content in your voice? Know how often to post content? Use social media to build your brand? Build a following? Create a podcast? Create a series of 60 second videos? All the lessons you need to get started creating a dynamic and profitable social media presence.

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sales funnel, marketing, plan

Sales Module

Have you been properly taught to: Sell a product that is higher priced? Sell 20 policies this week? Figure out how many quotes you need to do PER day to always hit your goal? The 10 persuasive phrases that will guarantee to increase your closing ratio? Use video email for presentations? Cross sell properly? The one line of

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Delegation Task Ideas (List)

Here's a list of tasks to consider delegating to your team:

  1. Bank deposits
  2. Checking voice mail
  3. Checking staff email
  4. Loading up new emails into automated email campaigns (new business or new claims)
  5. Sending out binders as needed
  6. Following up on office texts
  7. Converting policies
  8. Taking payments
  9. Assisting clients with filing claims
  10. Calling service centers to find out information for you
  11. Canceling policies 
  12. Canceling policies from other agencies and confirming receipt of cancellation
  13. Quoting business for you to sell
  14. Documenting all conversations inside your customer management system
  15. Offering reviews to all clients who call in and scheduling for you
  16. Assisting you with any cross-sell marketing campaigns you are running.  Example- sending out email (or mail) in regards to umbrella or life policies.