The Ridiculously Amazing Insurance Podcast Agency Performance Partners

Are you building an insurance agency sales culture? Great insurance sales management and leadership help shape your sales culture. Many agencies identify as a service culture but we all need to embrace the idea of being a growth culture. If you aren't growing you are dying and in insurance we need to grow!
In order to establish a clear sales culture you needs to start building a sales strategy. Every agency should embrace the following opportunities for sales goals:
Setting sales goals and expectations (clarity is kind) Routine and regular coaching and training (even the best train) Positive team culture (no backstabbing) Focus on the customer experience (clients for life!) Use data (facts not feelings) Just starting with clear goals is critical for the team and agency success. I great sales culture embraces every member of the agency team to get excited about growth. No one in the agency should be scare or timid of sales. We need to attract new clients so we can stay happy and healthy in our agency's growth.
When running an insurance sales team culture is everything. It will allow you to find the top talent and keep them producing at your agency.
Resources for Creating An Insurance Sales Culture Read our blog on how to overcome the top 6 insurance sales objections Get your sales team in order with our FREE Producer Weekly Plan Get 20% off our Winning Back Unsold Quote Process Pack to help guide your team through a proven process: USE CODE: SALES  We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF.
Are you looking for insurance training to grow your insurance agency? Shop online: everything from scripts and templates to on-demand courses to merch #insuranceconsultant #insurancetraining #salestraining #insurancecoaching #insuranceleadership #insuranceagencyowner #insurancesalestraining #insurancetechnology #insurancetraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #TeamGuidance #Inspiration #Effort #GemsTrading #EricEndicora #DivaInsurance #PerformanceCoach #AgencyPerformancePartners #RecapTips #HelpfulHints #SalesManager #Accountability #CreateProcesses #ClearGoals

Many agencies have an insurance sales quoting process. As important as a sales quoting process is having a sales process accompany the quote! Even if you do not think of yourself as a "salesperson" educating people on insurance is the best sales strategy! We will break down the steps for a winning sales process - even if you don't love sales.
00:00 Introduction
00:11 Receptionists
01:00 Service Team Members
04:01 Service Only People
07:02 Waiters/Waitresses
08:03 Cross Selling/Upselling
08:25 Introverts
09:02 Habits
09:14 Technology
09:51 Umbrella Policies & Liability
10:05 Products of the Month
11:15 Stickers & Receipts
11:28 Mindset Change
11:40 Referrals & Reviews
12:01 Teacher Analogy
13:20 Non-Sales People
14:05 Monoline Customers
Resources for Insurance Sales Quoting Process Read our blog on how even non-sales people can follow a sales process Get your sales team in order with our FREE Producer Weekly Plan Get 20% off our Winning Back Unsold Quote Process Pack to help guide your team through a proven process: USE CODE: SALES  We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF.
Are you looking for insurance training to grow your insurance agency? #insuranceconsultant #insurancetraining #salestraining #insurancecoaching #insuranceleadership #insuranceagencyowner #insurancesalestraining #insurancetechnology #insurancetraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining

Insurance non-licensed staff are a great asset to agencies. Non-licensed team members help take work off your licensed team, it's a great training ground and excellent for agencies looking to scale. So how can we focus everyone on agency growth (even the non-licensed team)?
In many agencies, your non-licensed staff has the most contact with your clients. This is a missing opportunity!
The APP Team Talks all about:
-How non-licensed teams can support growth
-Incentivizing your team
-Swag as a method of growth
-Sales is education
📙[READ OUR BLOG] on how even non-sales people can follow a sales process: http://agencyperformancepartners.com/blog/insurance-sales-process-that-anyone-even-non-sales-people-can-do
🆓Get your sales team in order with our FREE Producer Weekly Plan: https://share.hsforms.com/1jW62dREkREuiUvToKsd2Lg1beus
🏆Get 20% off our Winning Back Unsold Quote Process Pack to help guide your team through a proven process: CODE: SALES https://www.agencyperformancepartners.com/shop/agency-process-pack/insurance-sales-strategy-winning-back-unsold-quotes/
💪Are you looking for insurance training to grow your insurance agency? https://www.agencyperformancepartners.com/insurance-sales-training/
#insuranceconsultant #insurancetraining #salestraining #insurancecoaching #insuranceleadership #insuranceagencyowner #insurancesalestraining #insurancetechnology #insurancetraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining

For some working with family is a a great experience. For others, its a battle every day. In every business relationship there are always struggles, fights and disagreements. When you add in family there is another layer of expectations and feuds. So how can you make a family run insurance agency work?
It takes a plan and strategy as well as discipline and intention. Family owned insurance agencies are often legacy businesses, with the family name on the door and a promise of excellence. Succession planning and leadership transition must be carefully planned for, and roles and responsibilities need to be clearly defined. It is also important to balance the family dynamics with professional responsibility and keep drama at home. Technology must be embraced, but not overused, and compliance and finances must be managed to ensure the agency's success. External expertise should be sought when needed, and clear guidelines should be established to ensure everyone understands where the money is going.
Bottom line if you work with family you have family run insurance agency challenges. And we can help you tackle them!
Check out the APP Resources on Top 5 Family Run Insurance Agency Challenges:
Check out our blog on Top 5 Family Run Insurance Agency Challenges: https://bit.ly/44gv6Z5 Get our FREE Sample Family Contract (avoid those family arguments): https://bit.ly/424Qr5W Get our Agency School @ 10% off with code: BACKTOSCHOOL https://bit.ly/3NGJ7dg Book A Meeting: https://bit.ly/3I8H0v8 Are you looking for insurance training to grow your insurance agency? https://www.agencyperformancepartners.com/work-with-us/ #FamilyBusiness #SuccessionPlanning #LeadershipTransition #StrategicPlanning #Training #DramaAtHome #FamilyOwnedInsuranceAgencies #LegacyAgency #FamilyAgentFee #Compassion #PersonalizedService #FiveMajorChallenges #TechnologicalAd

Are you wondering how to be insurance agency partners with your spouse? It's a big decision! Mastering working together (like marriage) can be work. For some families its an easy decision for others it can be a difficult road. We want to help give you some strategies on how to be insurance agency partners with your spouse.
This video discusses the benefits and challenges of running a family-run insurance agency. It emphasizes the need to identify roles and responsibilities, create a positive culture, and establish boundaries between work and home life. It also recommends having a family contract, taking advantage of bonuses like travel, celebrating wins, and seeking outside help if needed.
There will be times (just like at home) that you and your spouse business partner do not agree. It's important you keep everything professional for the team and the clients. Remember your agency is not your living room. You will need to keep things professional while at the office.
00:00:02 Family Run Agencies 00:00:06 Working Insurance Agency 00:00:10 Marriage Challenges 00:00:17 Husband and Wife Teams 00:00:20 Working Together 00:04:46 Job Descriptions 00:07:21 Positive Spouse Led Agency Culture 00:08:04 Spousal Disagreements in the Office 00:08:42 Working with a Spouse 00:10:28 Family Contract 00:09:48 Different Work Ethic 00:13:18 Travel and Celebrate Check out the APP Resources on How to Be Insurance Agency Partners With Your Spouse Check out our blog on best practices of working in an insurance agency with your spouse. Get our FREE Sample Family Contract (avoid those family arguments): Get our Agency School @ 10% off with code: BACKTOSCHOOL Book A Meeting Are you looking for insurance training to grow your insurance agency? https://www.agencyperformancepartners.com/work-with-us/
Shop online: everything from scripts and templates to on-demand courses to merch: https://www.agencyperformancepartners.com/shop/
#insuranceconsultant #insurancetraining #salestraining #insurancecoaching #insuranceleadership #insuranceagencyowner #insurancesalestraining #insurancetechnology #insurancetraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #FamilyRunAgency #WorkingInsuranceAgency #BusinessPartners #JobDescriptions #FamilyContract #SpouseLedAgency #Nepotism #WorkEthics #Redundancies #CelebrateWins #OutsideHelp