Lesson Category: month2

Google Reviews (Video)

The vast majority (87%) of shoppers begin product searches on digital channels.  You need agency reviews to be relevant.  This module shows you how to start growing your number of reviews starting today.  You are unauthorized to view this page.  Please signup or login to continue. Username or E-mail Password Remember Me     Forgot …

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Using BombBomb for Sales (Video)

Let’s have some fun! This module teaches a fresh and modern way to get your proposal in front of clients. Very few in our industry are using tools like this.  You are unauthorized to view this page.  Please signup or login to continue.

Joining a Networking Group (Video)

Joining a networking group and working it properly, changed the way I did business entirely.  Let me tell you how I did it- Matt.  You are unauthorized to view this page.  Please signup or login to continue.

You Need A Mentor! (Video)

We all stand on the shoulders of giants.  This module will help you find a mentor and help you navigate the early stages of that relationship. 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.