Matt describes coaching a 14-month insurance agent on setting goals using real numbers instead of arbitrary policy targets. They review the agent's best and average premium months, note that a big month came from two large households, and discuss doing more of that work. Matt challenges the agent's 4% close rate by separating mass quotes […]
Matt explains that writing down goals is a repeated lesson from business books and says his written goals have consistently come true, especially in tracking agency metrics like premium and policies. He recommends making goals semi-public on a visible office whiteboard rather than in a Google Doc, listing prospects, building a monthly calendar of policies
The Magic of the Public Whiteboard Read More »
Matt explains how he revamped his Agency Launch program after noticing that people bought his low-priced course but didn't use it, then added higher pricing and weekly one-on-one coaching so clients can work in real time with ongoing support. He shares examples of leaving cheap or free books and courses unused, but fully committing to
Commercial insurance is a real commitment and it takes time and patients to get comfortable with. This module teaches how to sell workers comp. A simple policy to understand, and a way to get your foot in the door for other lines of insurance. See the Materials tab above for a sample Dec page. You
Introduction to Commercial Insurance (Video) Read More »
Cross-selling at a high level will help you grow faster and keep your clients longer. This module lays out how to cross-sell from the start, as well as continually add policies to your business moving forward. You are unauthorized to view this page. Please signup or login to continue.
How to Grow Faster & Increase Retention Through Effective Cross Selling (Video) Read More »
Give yourself an edge over everyone in our industry. Present yourself professionally. You are unauthorized to view this page. Please signup or login to continue.
Increase Your Closing Ratio – Dress better! (Video) Read More »
This one skill may very well be the difference between your success and your failure. If done properly, it will aggressively accelerate your agency’s rate of growth. You are unauthorized to view this page. Please signup or login to continue.
How To Be Quietly Aggressive When Chasing Business (Video) Read More »
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.
Using Persuasive Language (Video) Read More »
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.
Using BombBomb for Sales (Video) Read More »
This module will give you the skills to sell auto insurance even if your premium is higher by creating doubt and selling value. You are unauthorized to view this page. Please signup or login to continue.
Selling Auto Insurance 101 (“Creating Doubt & Value”) (Video) Read More »