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AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

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 Kevin Trokey on September 14, 2020

How to Keep Your Prospects Moving Forward

We all know the danger of an empty pipeline, but there is something worse: a full pipeline that’s stagnant. You look at a full but stagnant...

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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 17, 2020

4th Quarter Is for Prospecting and Selling

Said no benefits producer ever!!

It’s okay to hate the message, but that’s no reason to hate the messenger. 😏

Have you looked at the calendar...

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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 27, 2020

Take-offs, Landings, and Emergencies-In-Flight

When I was still working inside an insurance agency, I received an urgent-sounding call from “Jim,” one of my producers, asking me to go to lunch....

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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 Kevin Trokey on July 13, 2020

#SpeakUp On the Best Advice You've Ever Received

Through our #SpeakUp series we run from our Q4intelligence company page on LinkedIn, we recently asked the industry to share the best advice they...

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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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