Lesson Category: MasterClass-Full

Having Hard Conversations with Staff (Video)

Having hard conversations with staff will either galvanize a good team member, or accelerate their exit.  Both are important. You are unauthorized to view this page.  Please signup or login to continue.

Using MailChimp for Retention (Video)

More ways to use MailChimp for retention including 2 built-out Claim Campaigns. You are unauthorized to view this page.  Please signup or login to continue.

The Truth about Internet Leads (Video)

If you think all internet leads stink, you’re doing it wrong.  It’s a long play.  I explain inside. You are unauthorized to view this page.  Please signup or login to continue.

Risky marketing ideas (Video)

Stories of shame and wasted money. Please enjoy the many marketing mistakes I have made so that you don’t have to.  Most importantly, how to avoid them. You are unauthorized to view this page.  Please signup or login to continue.

Time Management (Video)

Prioritizing your time is a crucial skill to learn. You want to run your business and not have your business run you.  I share some strategies that work for me. You are unauthorized to view this page.  Please signup or login to continue.

Build your Support Team Around You (Video)

You are part of one or many large organizations. It is smart to align yourself with the allies inside of your companies.  I teach how to build an inside team to help you. You are unauthorized to view this page.  Please signup or login to continue.

How to Deal with Claims in your Agency (Video)

Never forget, you own an insurance agency and claims are why we are here.  I walk you through the best way to talk with clients during the claim process. You are unauthorized to view this page.  Please signup or login to continue.

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.