Customer Service

When contemplating a cross-sell strategy, it is important to fully analyze the strategy and set realistic expectations to ensure it is successful. With better analysis, agents can improve their strategy…

Did you know that at least half of all young, good producers leave their jobs after a short time due to their agencies’ poor sales environments? A new producer costs a minimum…

I’m going to give you 25 reasons why producers fail. Some of you will laugh. Some will cry. Some will curse. Some will think I am unfairly picking on producers.…

Start your agency on its way to making money on its sales, rather than losing money. Take a detailed look at ALL of the costs of making a sale. Do…

Not all customers will opt for higher quality services and products, but we can educate our prospects and clients about the genuine risks involved with a lower quality solution and…

Some agency owners believe they need a producer regardless of whether the producer generates a profit for the agency. They believe they need the business to keep their companies happy…

The time has long passed when every breathing human should be considered a prospect. Most agencies only segment their markets by size and account type, such as personal lines, small…

Many agency owners/managers are like river rocks…solid with rounded edges, they don’t like to cut people the wrong way. Unfortunately, while this approach may work with customers, it may not…

As agencies grow, eventually they require a producer and bringing in a nonowner producer seems to be the Achilles heal of so many very successful agency owners. But, there are…

I spend a lot of time with insurance agency owners and producers. So I see and observe a lot about sales. Based on these observations, I believe producers generally fall…