The Top 5 Benefits of Obtaining Client Referrals

Every agency with whom I’ve worked or where I’ve worked, referral business is always their favorite lead source.  However few have an actual process in place to obtain them. In fact, during most of our training programs, we often ask this question: “Is asking for referrals important?” I always get a resounding “Yes!” and a … Read more

Quoting Over The Phone. It’s Possible!

I’m not sure that my nano talk at Insurance Nerds Day at the Gamma Iota Sigma International Conference hit the right audience.  There were a lot of students in the audience with really bright futures in our industry that will never need to quote an insurance policy.  But what about you!?! Do you find yourself … Read more

Eat the Frog

I use a lot of analogies in my trainings.  Most of these are either sports related or are more real life examples of situations that I have run into myself or have been told working with agents throughout the country. The newest one that I have heard and been using is inspired by Mark Twain … Read more