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AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

by Kevin Trokey on August 31, 2020

“Where’s the beef (um, sales training)?”

During college, I took a summer job at the local Wendy’s. I went in on my first day for a breakfast shift, looking forward to what I would learn....

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by Kevin Trokey on August 24, 2020

The Key to Your Success May Be “Planned Neglect”

Hey guys, you ever find that you are working harder than ever before, you're busting your ass, but you're just not making progress at the pace you...

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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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by Kevin Trokey on August 03, 2020

A Baker's Dozen of Q4i-isms

If you are connected with us on LinkedIn, you know we regularly share our perspectives on just about anything and everything that affects the...

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by Kevin Trokey on July 20, 2020

An Inconvenient Sales Truth

When discussing their acquisition strategy with producers, I’ll often hear them say, “Yeah, we compete on price, but we retain on service.”

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by Wendy Keneipp on July 06, 2020

Use Marketing Content and Presence to Engage Buyers

Marketing is growing in importance for insurance agencies, and it’s assuming a more and more significant role in the overall prospecting and sales...

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by Kevin Trokey on June 29, 2020

Grow Your Business with Land and Expand

Perhaps the most significant ongoing challenge for producers is keeping their pipeline filled with the right number of the right opportunities. A...

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by Wendy Keneipp on June 22, 2020

A Few Excuses for Not Prospecting and Not Holding Salespeople Accountable

Sales is a difficult job, no doubt. And prospecting can be the most difficult and the scariest part of that job. It’s no wonder producers have...

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by Eliza Culhane on June 15, 2020

How to Get Your Sales and Marketing Team Aligned on Marketing

The sales--marketing struggle isn’t a problem with a one size fits all solution. By using a combination of education, accountability, and...

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by Kevin Trokey on June 08, 2020

Raise Your Hand

I have to be honest; I’m quite conflicted as I write this. As a company, we have a “no-politics” policy when it comes to social media. But we all...

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