Blog

What Do You Really Want?

Do you ever sit down and REALLY think about what you want in life? I don’t mean what you think you want so you can keep up with the Joneses, or what you think you want because someone else thinks it’s good for you; I mean what YOU REALLY WANT!

How to Keep Your Team Motivated During a Pandemic

Hi ~Contact.FirstName~,

Over the years I’ve received many questions on how to get the best results from team members. One of the best ways is to keep them motivated!

Motivation is hard to find these days. Most of us are burned out not just from work but from everything going on – the pandemic, wildfires, civil unrest, election politics and more.

Agency 101 – Your Customer Service is a Form of Marketing

Most people do not think of Customer Service as a form of marketing but … it is!

When the majority of people think of marketing they think of direct response marketing, email marketing, advertisements – radio, tv, online, etc.

In reality, anything that draws clients to you or helps you maintain your current clients is marketing.

Agency 101 – Appreciating Your Team

You may remember the blog post from 2 weeks, “Why Really Awesome Team Members Quit.” Since that post my team and I have heard from many of you asking for examples and ideas for showing appreciation.

First, let’s start with a few really good reasons for why you should always show your team appreciation – other than just to keep them from quitting.

Why Really Awesome Team Members Quit

Something very disturbing will occasionally happen in business. You may have even experienced it yourself …

Really awesome team members quit.

I’m not talking about part-time folks or college kids doing repetitive, entry level tasks.

Agency 101 – How to Handle an Upset Customer

I received an email last week about how to take care of an upset customer. This email reminded me of a great article my VP of Operations, Amanda McFall wrote a few years about on Handling a Hostile Customer.

Working in insurance, I know you have received hostile calls and have had very upset customers in your agency.

Direct Mail

This week I am returning to the popular Marketing 101 series. This week let’s talk about Direct Mail. Even the most basic tasks in an agency need to be reviewed from time to time. When you have a proven process, these tasks are gold!

Refinancing Vs Loan Modification

About two weeks ago I was speaking with a group of local business owners about current interest rates. As I am sure you know interest rates have taken a nose dive since the beginning of the pandemic due to the dramatic unemployment increase.

The most surprising part of our conversation was that about a third of these very smart business owners were unaware that you can do a modification on a personal or business loan.