Agency Blog

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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Change Your Approach to Agency Sales & Marketing or Get Thrown Out of the Office

Marketing in a New Era.

This is the subject line of an email I received from a benefits producer I correspond with occasionally. He replies to articles and brings up thoughtful questions, and then we have some back and forth exchanges. I want to share one with you that I felt was particularly relevant to our readers regarding insurance sales and marketing.

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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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Business Math 101 – The only course that counts

June 05, 2017

If there’s one goal all businesses have in common, it’s profitable growth. But, while we all work towards that goal every day, we all know it doesn’t just happen.

While the goal is elusive and challenging in its pursuit, it is a simple formula that drives the results.

(X)(Y) + Z = Profitable growth

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Has Your Sales Process Become a Driverless Car?

May 01, 2017

We are all well aware of the huge shift of power in the "sales process." Gone are the days when the salesperson was in control. Now the buyer reigns supreme. Sure, there are many factors that have influenced the shift, but there is definitely one primary factor: Access to information.

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Insurance Sales: A Relationship Business or Not?

April 17, 2017

Insurance advisers are definitely in the sales business, but is this a relationship business, as well?

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You Can’t Make This SH*T Up!

March 20, 2017

I received a call from a client (a benefits broker we'll call Joe) asking for some advice. He wanted to talk about a prospect he was looking to close, but who had just called him with a question that left him shaking his head.

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