22+ years working in Multi-Line Insurance, Auto, Home, Commercial, Work Comp, Life and Financial Services and I still get asked this question: WHY LIFE? For many people they will spend thousands of dollars throughout their lifetime on Auto and Home Insurance with the HOPE and the PRAYER that they will never have an accident, a fire, or a claim of …
Are you an Automated Agency OR an Antiquated Agency?
Have you ever been sitting behind your computer screen and you get that DEJA VU feeling? Like I have sent this email before, I have sent this same exact follow-up message, I have sent the same thank you email, the same birthday greeting and/or even this same holiday message? If you have felt this feeling it is probably your reality …
5 Powerful Keys To Prospect Or Perish
Are you a professional learner, professional student? Are you hear to learn more about Insurance? There is a good chance that is your reality…well today we are going to challenge that reality and make you uncomfortable for your EXPANSION! The Success or Failure of your Agency will hinder on one thing and ONE THING ONLY! #1 Your Ability To Consistently …
5 Crucial Keys To Build A Team
In the Insurance Industry and most Small Business the key to sustainable, long-term growth is the ability to develop a Team around the business. Here are the Top 5 Keys To Build Your Team. Always Be Recruiting-successful businesses are always searching for talent. Your strength in your Agency/Business is in the ability to have a pool of candidates to call …
Life Awareness Month….Needs Analysis Revisited
Happy Friday and in Recognition of September Life Insurance Awareness Month, I thought it would be a good time to revisit a previous post I did “Life Insurance Needs Analysis” You can access it here: https://agencyelevated.com/how-to-do-a-simple-life-needs-analysis-check-out-the-video/ The Key Concept of this Simple Life Needs Analysis is this: D. I. …
Life Insurance Awareness Month….Appointment Setting Script CONTACT FOR DOWNLOADED VERSION
In recognition for September being Life Insurance Awareness Month, I wanted to share a successful script we have utilized to schedule Family Protection Plan appointments (Life Insurance Appointments. It can be utilized for those Agencies that have a Life Insurance Specialist in their office and/or for those Agencies where the Agency Owner is the Life Insurance Specialist. IF YOU LIKE …
The Marketplace Does Not Want An Insurance Agent
A very high percentage of my readers that are reading this message right now are “Insurance Agents” so I hope I got your attention. The marketplace has changed and I am here to tell you that it no longer wants or demands an Insurance Agent-that man/woman that sells Insurance. That should scare you….BUT don’t quit just yet! There is a …
The Best Life Insurance Policy….PERIOD!!
Tonight I come to all of you with some exciting news, I have found the BEST Life Insurance Policy Available in the Market and I am 100% sure that each of your Carriers offers this product in their portfolio. It is called the IFAD policy. Have you sold this policy before or even heard about it? Most people in our Industry discuss …
Life Insurance For Children…Is It Necessary?
The topic of today’s Daily Message is asked many times in Insurance Agencies and in the marketplace in general. Yet, I cannot answer this question for you today from the perspective of an Insurance Agency Coach because of course I would be biased in that response. Although, I am going to pose this question and answer from the perspective of …
Lemonade…Hippo…General…What Are These, And Should You Be Worried?
I spent the entire day today decluttering my house and freeing up space for CLARITY. Too many things does not always lead to happiness, in fact many times all of that STUFF can lead to overwhelm and complexity. Yet, that is not my message for you today. As I listened to Pandora radio today while working on cleaning and organizing, …