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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Price

5600

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Course Content

Introduction
Sales
Reverse Engineering Your Numbers (Video) 1 Topic
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How To Write 20 Policies THIS Week (Video) 2 Topics
New Client Correspondence (with MailChimp Guide) (Video) 1 Topic
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Selling Auto Insurance 101 (“Creating Doubt & Value”) (Video) 1 Topic
Using BombBomb for Sales (Video) 1 Topic
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Putting Humanity Back Into Your Communication (using BombBomb)
Using Persuasive Language (Video)
How To Be Quietly Aggressive When Chasing Business (Video) 1 Topic
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Increase Your Closing Ratio – Dress better! (Video)
Marketing
It’s eventful! How to work an event (Video) 1 Topic
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Using BombBomb for Retention (Video)
How to Market to Mortgage Brokers (Video)
Risky marketing ideas (Video)
The Truth about Internet Leads (Video)
Using MailChimp for Retention (Video) 1 Topic
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Joining a Networking Group (Video) 1 Topic
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Social Media
Introduction to Social Media Marketing (Video)
Google Reviews (Video) 1 Topic
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Social Marketing – Instagram (Video) 1 Topic
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How To Do a Simple Video Series for Social Media (Video) 1 Topic
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Using LinkedIn to Brand Your Agency (Video) 1 Topic
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Creating More Content Through Blogging (Video) 1 Topic
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Time To Broadcast! How to set up a podcast (Video) 1 Topic
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Life Insurance
How To Help Clients Determine Proper Life Insurance Face Amounts (Video) 2 Topics
Selling Big Life Policies (Using Permanent Life Insurance) (Video) 1 Topic
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Introduction to Commercial Insurance (Video)
Staffing
When and how to hire a staff member (Video) 3 Topics
Interviewing and Onboarding Webinar
Setting Job Expectations (Video) 1 Topic
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How to delegate to your team (Video) 1 Topic
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How To Get The Most Out of Your Team (Video) 1 Topic
Why You Need An Employee Manual (Video) 1 Topic
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Up Your Production by Bringing On a Producer (Video)
Having Hard Conversations with Staff (Video) 1 Topic
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Build your Support Team Around You (Video)
Retention
Working NOC’s in your office (Video)
You Need A Mentor! (Video) 1 Topic
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Best practices for phone use in an office (Video)
How to have hard conversations with clients (Video)
How to Deal with Claims in your Agency (Video) 1 Topic
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Time Management (Video) 1 Topic
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How to Control the Rate Increase Conversation with Your Clients (Video) 1 Topic
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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.
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