Blog

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.

Albert Einstein and Your Happiness

This week we start a short 2 week hiatus on the Marketing 101 series to bring you important, timely, information. I just finished the new bestselling book, “Countdown 1945” by Chris Wallace. It’s excellent. Especially if you’re a history fan like me.

Marketing 101 – Importance of Using Scripts in Your Agency

This week we are continuing the popular Marketing 101 series. 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!

Have you ever listened to one of your team members on the phone and heard them say something that made you cringe?

When your customers call in with a question, would they receive the same answer from everyone in your agency?

By using Scripts in your agency, you are able to free yourself and your team from common mistakes and pitfalls on the phone that are hurting your closing percentages.

Marketing 101 – Retention

Continuing the popular Marketing 101 series, this week let’s talk about retention. 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!

I’m sure you know that it takes much more effort to gain new customers than to retain and cross-sell your current customers.