MasterClass (Full & unlocked)

Get immediate access to the full, unlocked course. The Time-tested, Proven Method of Breaking Through to Success & Personal Freedom as an Insurance Agent!!

Course Description

The Time-tested, Proven Method of Breaking Through to Success & Personal Freedom as an Insurance Agent!!

Get immediate access to the full, unlocked course.

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Not Enrolled

Price

5600

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Course Content

You Need A Mentor! (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
Best practices for phone use in an office (Video)
Offer Different Compensation Packages
Do You Still Want to Work Here
Retention
How to have hard conversations with clients (Video)
How to Deal with Claims in your Agency (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
The Numbers Tell a Story
Are You Recording Your Phone Calls?
Time Management (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
How to Control the Rate Increase Conversation with Your Clients (Video) 1 Topic
Lesson Content
0% Complete 0/1 Steps
How I Saved a Client 18% in One Call
Navigating the Complexities of Property Inspections
How Lawyers Affect Your Premiums
Handling an Unexpected $35,000 Bill
Is an Employee Covered on Their Commute to and From Work?
Time for a Review
Other/Miscellaneous
Aw Hail No!
Save Hours of Time by Spending More Time
Non-Pay Cancellations
Big Renewals
Workers Comp Assist
5 Questions You Want Answers To
Early Thoughts on AI
Wasting Money on Tech
How Many Hours Should I Be Working
2 of 2

This course includes:

  • Total videos: 46
  • Total Watch Time: 14 Hours
  • Downloadable files: 34

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.