SalesModule

Matt shares insights from a company panel aimed at bridging leadership and agent feedback, focused on rising non-weather water losses (burst pipes) whose severity has doubled in five years and helped push loss ratios from the low 80s to near 110%. He outlines potential industry responses: requiring leak-detection auto-shutoff devices (e.g., Flo by Moen), using […]

Matt explains options when a term life policy ends: keep it as annually renewable coverage with premiums rising about 10% yearly, convert to permanent insurance (often before 65) to keep coverage if funded, start a new term to lock in a new age-based rate, or self-insure. He shares client examples involving underwriting declines, high renewal

Matt uses a 'raise your hand higher' exercise to urge agency owners to go beyond 90% effort by adding small steps that prevent big messes. He shares examples: calendaring and confirming closings to ensure policies are issued, and chasing missing signatures with extra texts, emails, or calls to avoid cancellations and rework. He emphasizes daily

Matt covers the fundamentals of flood insurance every agent and client should know: standard homeowners policies do not cover flood damage, so a separate policy – through the NFIP or a private carrier – is needed. He explains how flood zones and elevation drive pricing, the typical 30-day waiting period before a new policy takes

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

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