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AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

Wendy Keneipp

Recent Posts

by Wendy Keneipp on February 22, 2021

Committing to a Sales and Marketing CRM: The Struggle is Real

Using a sales and marketing CRM in an agency is a strange love-hate relationship that is as much psychology as practical application.

Leadership...

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by Wendy Keneipp on February 01, 2021

Toss Out that Complicated Marketing Plan and Keep It Simple

Without a plan, every idea looks like a good idea.

Avoid falling into the trap of creating mindless marketing activity that chases the latest...

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by Wendy Keneipp on January 11, 2021

Three Better Ways to Define Your Ideal Client

“Ideal clients.” A term that gets thrown around a lot but is not very often defined in a way that’s particularly helpful in identifying the right...

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by Wendy Keneipp on December 28, 2020

Six Popular Q4i Posts of 2020 You Need to Read

You knew it was coming. The annual wrap up post is always a great way to catch up on what you may have missed when you were too busy and chose to...

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by Wendy Keneipp on December 21, 2020

Yes, You Should Create a Marketing Plan for Your Insurance Agency

Hey everyone, I have some end of year contemplations to share. 4th quarter is the time for planning. Or at least it used to be. I remember years...

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by Wendy Keneipp on October 26, 2020

[Download] Q4i Producer and Agency Annual Planning Guides

It’s planning season and our annual planning guides are available for download! If you haven’t started your annual planning yet, it’s time to get...

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by Wendy Keneipp on October 12, 2020

Prospecting or Marketing: Which Fills the Pipeline Better?

Filling a sales pipeline shouldn't be left to one person or one group in your agency. While many agencies were built around rugged individualism...

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by Wendy Keneipp on September 21, 2020

Pipelines Don't Fill Themselves - A Prospecting and Marketing Q&A

I had the privilege of participating in Keystone Insurers Group's National Conference this year. Billy Bridwell, Senior Vice President of Employee...

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by Wendy Keneipp on September 08, 2020

Politics and Business: Mix at Your Own Risk

Each election season is full of opportunities to talk about candidates, parties, platforms, and issues.

No matter which side you’re on, talking...

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by Wendy Keneipp on August 10, 2020

Do I Need a CRM for My Employee Benefits Agency?

So many benefits agencies are wrestling with a common question about the software platforms they need for their agency. What should they be...

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