month3

Using Persuasive Language (Video)

This module will teach you phrases to use when you are selling.  These phrases have been proven to help move “Nos” to “Maybes” and “Maybes” to “Yeses”. (Click the “Materials” tab above for a downloadable Script Booster sheet) You are unauthorized to view this page.  Please signup or login to continue.

Social Marketing – Instagram (Video)

Some important best practices to how get you an Instagram audience and what you should be posting. You are unauthorized to view this page.  Please signup or login to continue.

Introduction to Social Media Marketing (Video)

According to one 2019 survey, internet users are now spending an average of 2 hours and 22 minutes per day on social networking and messaging platforms.  You need to be relevant and be present in this space.   You are unauthorized to view this page.  Please signup or login to continue.

It’s eventful! How to work an event (Video)

Working an event is a great way to fill your sales funnel.  If done improperly, it can be a massive waste of time and money.  This module is a step-by-step guide to get the most out of working an event.  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.