Lesson Tag: month1

Selling Auto Insurance 101 (“Creating Doubt & Value”) (Video)

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. Username or E-mail Password Remember Me     Forgot Password

New Client Correspondence (with MailChimp Guide) (Video)

The module teaches you to set up an automated chain of 5 emails to send to your new clients over the course of their first year with your agency. You are unauthorized to view this page.  Please signup or login to continue.

Reverse Engineering Your Numbers (Video)

The simple formula to hit your new business goals every month.  You just need a goal, and some simple sales numbers and I will give you a quote number to chase.  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.