855-729-8178

855-729-8178

How to Meet Any Client

How to Meet Any Client

I am often asked by insurance agents how to meet with certain people that are impossible to reach. Those prospects that are large enough and valuable enough to have a gate keeper. That lovely individual that answers the phone or greets your cold call with the infamous “will he know what this is Continue reading

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Do You Ever Barter for Services?

Do You Ever Barter for Services?

As an insurance agency owner or business owner, there are lots of services we need on a regular basis. Whether it is printing, website service, IT computer support, machine repairs or advertising help, the list and expenses can get cumbersome for a business owner. I have a good network of close business friends that do Continue reading

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How to Crack the Referral Code

How to Crack the Referral Code

Seemingly every sales person and insurance agent knows the importance of referrals for their business. However, when you ask the majority of people in sales and insurance, they openly admit they don’t receive as many referrals as they should or hope to receive. Is it that hard to ask for a referral? Why don’t people Continue reading

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Be a Connector

Be a Connector

As much as our world has changed due to technology, it is still a back scratching world. Meaning we need to be a connector. People get lost in Facebook, LinkedIn and Twitter self promoting like a life insurance salesman at a wiener roast. The only difference is online you can’t see them physically running Continue reading

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10 Tips To Build Loyal Customers

10 Tips To Build Loyal Customers

Salespeople and insurance agents seem to spend more time on finding new customers to sell than upselling their current clients. Why is it important to sell to your current clients? The answer is LOYALTY. Loyal customers are still clients, but are also referral sources for more new clients and loyal customers. Let’s explore 10 Continue reading

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