How To Write 20 Policies This Week

Want to know how to write 20 policies this week?  Get this FREE step-by-step guide to help you understand the daily habits and practices you must establish to create a consistent pipeline of new business.

+ BONUS

A weekly and daily tracker that will help you stay focused on the new habits you will be installing.

What Do I Get?

What’s the #1 secret to build a rewarding and successful practice?

CONSISTENCY.

You will receive the simple, daily habits and tracking of those habits that the most successful agents use to consistently out-produce their peers.

Step-by-step guide
Weekly accountability checklist with daily actions
Daily Activity Journal Page
Access to text industry expert Matt Dietz with any questions!

Insider Insights

“You don’t rise to the level of your goals.  You fall to the level of your systems.  This is the system I developed and currently practice that will guarantee your long-term success.”

Matt Dietz

Coach, Instructor, Agency Owner

How To Write 20 Policies This Week

FREE step-by-step guide to help you understand the daily habits and practices you must establish to create a consistent pipeline of new business.

+ BONUS

A weekly and daily tracker that will help you stay focused on the new habits you will be installing.

Get the Simply Explaining Insurance podcast

A podcast dedicated to all things Insurance. Short 5-8 minute topics boiled down to what the consumer and business owner really should know about their insurance protection.

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.