Agency Blog

Kevin Trokey

Kevin Trokey is a coach and an implementer of business strategies. He works with agency leadership, department managers, and producers of benefits agencies to craft strategies and lead them to successful transformations by breaking down the complexity into manageable steps.
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Recent Posts

Preparing Your Agency Plan for a Successful 2018

October 09, 2017

Believe it or not, now is the time to start preparing your team for a successful 2018 and beyond.

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Zenefits + OneDigital = ?

October 02, 2017

Zenefits once again caused a stir, this time by announcing a change of business models and committing to work with the very brokers they once promised to make obsolete.

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When Your Insistence on Customer Service Becomes a Disservice

September 25, 2017

How many of your lives would be easier if you simply had more day-to-day help? And, how many of you would sign up in a heartbeat if that day-to-day help didn’t cost you anything? I know, a no-brainer right?

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4 Things Scarier Than Making That Sales Prospecting Call

September 05, 2017

Selling is a difficult and scary job. That’s why most people want NOTHING to do with it. And, that’s okay for them; they choose other jobs.

And most would agree that prospecting is the most difficult and scariest part of that difficult and scary job. That’s why most producers come up with countless reasons to avoid their prospecting responsibilities. But, that’s not okay for you.

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There Are No Shortcuts to Insurance Agency Growth & Success

August 28, 2017

It seems every time I browse around on social media someone is promoting some “secret” or “shortcut” to writing business, to getting the attention of decision makers. They would have you believe that prospects/clients only have a single challenge for which they are looking for the “holy grail” answer that can be yours to deliver if you just ______________ (fill in the blank with whatever service/event/product they are selling).

If only it were that easy.

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Is Your Agency Marketing More College Professor or Circus Barker?

August 21, 2017

We have had a huge marketing epiphany. Okay, epiphany may be a little strong, but we’ve had a whole lotta learnin’.

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Your Cowardly Ways Cheat Your Clients-- And Your Prospect Pipeline

August 07, 2017

Let’s start with some deductive reasoning –

  • As a producer, writing new business is your primary goal
  • Writing new business means you have to get in front of qualified candidates
  • You can’t get in front of qualified candidates if you don’t spend time prospecting
  • But, the more time you spend searching for prospects, the less time you have to spend with active prospects and clients
  • Bottom line, it isn’t enough to just spend time prospecting, you have to be efficient with that time
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Snake Oil by Any Other Name is Still Snake Oil

July 31, 2017

I’m sure they are well intentioned, but there are way too many industry “thought leaders” out there promoting myopic solutions to the ever-growing challenge of insurance agency growth. In many ways, their “easy button” ideas are the advice equivalent of snake oil.

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Are You a Skinny, Fat Producer?

A neighbor once told me that she had recently gone to the doctor and he described her as one of the skinniest, fat patients he had. I asked, “What the hell does THAT mean?” 

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Your Lifestyle (Business) is Killing You

July 17, 2017

The Achilles heel of the insurance industry is that too many agencies have been built and run as a lifestyle business and the owners refuse to let go.

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