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AGENCY BLOG

Crushing Mediocrity

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Transforming the advisor + employer relationship

by Kevin Trokey on November 30, 2020

The Four Stages of Performance Dominance

In just about any role you may fill in your business, there are a consistent handful of skills necessary to succeed. Chances are, you have a...

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by Kevin Trokey on November 23, 2020

What Scares You Most – Prospecting or Failing?

Most people would agree selling can be a scary and challenging job. Most salespeople would agree prospecting is the scariest, most difficult part...

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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 Kevin Trokey on October 19, 2020

The Impact of Change Fatigue on Your Sales Efforts

How many of you have ever put together a proposal for a prospect, and the more you worked on it, the more excited you got? By the time you have it...

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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 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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