Agency Launch Matt Dietz

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In this engaging episode of Agency Launch, Matt Dietz dives into the intricacies of building a referral-based insurance agency. Drawing from nearly two decades of experience, Matt shares actionable insights on how to transition from chasing leads to having clients come to you through referrals.

Matt discusses the importance of understanding state laws regarding referral payments and provides practical advice on how to incentivize referrals effectively. He emphasizes the value of offering meaningful rewards, such as higher-value gift cards or unique items from local businesses, to encourage more substantial referrals.

Additionally, Matt introduces tools like Jotform for collecting client information securely and efficiently, and shares personal anecdotes about leveraging apps like Acorns for lucrative referral programs. He also touches on creative strategies, such as raffling high-value items to generate leads and build your client base.



For agents struggling to fill their pipeline, Matt offers a free resource on writing 20 policies in a week without using Internet leads. Simply text "20 policies" to 208-213-8809 to receive this valuable guide.



Matt invites listeners to connect with him on various platforms and offers another resource for managing high renewal rates by texting "email" to the same number. Tune in to learn how to grow your agency through effective referral strategies and innovative marketing techniques



📋 Episode Chapters





(00:00) Introduction to Agency Launch and today's topic

(01:15) The dream of becoming a referral-based agency

(03:45) Legal considerations for paying for referrals

(06:30) Effective referral incentives and their impact

(09:55) Using Jotform for collecting client information

(12:20) Personal story: Leveraging Acorns for referrals

(15:10) Creative referral strategies: Raffles and high-value items

(19:45) Closing thoughts and additional resources





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💬 Show Notes

In this insightful episode of Agency Launch, Matt delves into the secrets behind acquiring his top three clients, emphasizing the power of direct, personal engagement over impersonal methods like internet leads. He shares compelling stories from his early days as an agent, highlighting how simple, genuine interactions led to significant business opportunities.



Matt underscores the importance of asking for business directly and overcoming the fear associated with it. He recounts how a casual conversation at a drive-through coffee shop turned into a long-term business relationship with Dutch Bros, and how engaging in a Twitter conversation landed him a major account. Through these stories, Matt demonstrates that the most effective strategies often involve stepping out of your comfort zone and making personal connections.



For agents struggling to fill their pipeline, Matt offers a free resource on how to write 20 policies in a week without relying on internet leads. Simply text "20 policies" to 208-213-8809 to receive this valuable guide.



Matt also invites listeners to connect with him on various platforms and offers another resource on writing workers compensation by texting "commercial" to the same number. Tune in to learn actionable tips on growing your agency through authentic, face-to-face interactions.













Send in a voice message: https://podcasters.spotify.com/pod/show/agencylaunch/message











Show notes created by https://headliner.app











📋 Episode Chapters





(00:00) We're talking about sales and marketing, too. If you can do those four things really well, you will be successful





(01:29) How did Andrew get his top three clients? It's a big secret





(06:26) I urge people to ask people for business, okay? Just go ask





(08:55) Matt Deets: Send me a text with your workers compensation commercial idea

I tell a story about an agent I am working with and some staffing issues that he is going through.

💬 Show Notes



In this enlightening episode of Agency Launch, Matt shares a real-life scenario that underscores the importance of exceptional customer service and the power of a simple apology. He recounts an incident involving a claims adjuster and a customer upset about chalk markings on her property. Through this story, Matt highlights the missed opportunities for resolution and the pitfalls of deflecting blame.

Matt emphasizes the significance of taking ownership and choosing the path of least resistance to make clients happy. He discusses the detrimental impact of employees using phrases like "this is not my job" and the necessity of fostering a service-oriented mindset within your team.

For agents looking to improve their client interactions and service standards, Matt offers practical advice and shares how his coaching program at Agencylaunch.net has delivered remarkable results for his students. Tune in to learn how to handle customer complaints effectively and ensure your agency consistently delivers top-notch service.





Send in a voice message: https://podcasters.spotify.com/pod/show/agencylaunch/message



Show notes created by https://headliner.app

📋 Episode Chapters

(00:00) Introduction to the customer service scenario

(01:20) The initial customer complaint and adjuster's response

(03:10) Matt's perspective on the missed opportunity

(05:00) The customer's escalating frustration

(06:25) The adjuster's follow-up and Matt's critique

(08:00) Importance of taking ownership and apologizing

(10:15) The role of agency service standards

(12:00) Matt's coaching program and its success stories

(14:00) Closing thoughts and encouragement for agents

💬 Show Notes



In this empowering episode of Agency Launch, Matt dives into the ever-relevant topic of work-life balance and the elusive question: how many hours should you be working?

He shares real-life insights from the agents he coaches, contrasting one who's contemplating increasing his work hours with another who's successfully reduced his.

Matt doesn't just leave us pondering the question; he provides actionable advice, emphasizing the importance of focused, productive hours over long, unfocused ones. He discusses the changing dynamics of an agent's role as their business matures and how new hires can shift the workload.

Matt stresses that productivity should not be measured by hours clocked but by meaningful work done—whether it's generating leads, training your team, or enhancing client relationships. For agents looking to optimize their time and grow their business,

Matt offers his coaching services at agencylaunch.net and a valuable renewal resource, accessible by texting "email" to 208-213-8809. Tune in to Agency Launch for a thought-provoking discussion that challenges conventional work norms and encourages agents to work smarter, not harder.



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📋 Episode Chapters



(00:00) Introduction to work hours and work-life balance

(01:50) The dilemma of increasing work hours for productivity

(03:20) The benefits of focused, productive work time

(04:35) The impact of business maturity on an agent's workload

(06:00) How hiring new staff can change your work schedule

(07:15) The importance of training and onboarding new hires

(09:00) Adapting work hours to meet business needs and personal goals

(10:30) Matt's strategies for mindful time management

(12:00) How to access Matt's coaching and renewal resources

(13:15) Encouragement to work efficiently and effectively



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Send in a voice message: https://podcasters.spotify.com/pod/show/agencylaunch/message



Show notes created by https://headliner.app



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Send in a voice message: https://podcasters.spotify.com/pod/show/agencylaunch/message



Show notes created by https://headliner.app



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📋 Episode Chapters



(00:00) How many hours a week should you be working? There's not an answer

(05:45) When you make a new hire, your role changes. Your production suffers

(07:40) This is agency launch. My name's Matt. You can find me all over the place

💬 Show Notes



? Show Notes



In today's cost-conscious episode of Agency Launch, Matt takes you through the critical exercise of auditing your agency's expenses to ensure financial health and optimal cash flow. He shares his own experiences and the revelations that come from scrutinizing outgoing costs, driving home the principle that in business, it's not just what you make, but what you keep. Matt discusses the importance of distinguishing between essential tools that drive income and the shiny allure of tech solutions that may not add value to your agency. He candidly recounts his decision to cancel services like agency Zoom, which, despite their potential, weren't contributing to his bottom line. With a focus on practicality, Matt champions the use of simple, cost-effective tools like Google Sheets and spiral notebooks for task management over more complex systems, questioning the need for high-cost tech when affordable or existing solutions can do the job. He encourages listeners to consider whether each expense is truly making them more money or saving time. Matt also shares his success with tools like BombBomb for video outreach, illustrating the impact of selecting the right tech that aligns with your business model. This episode is a call to action for all agents to rigorously evaluate their expenses and to think creatively about how to maximize resources. For those looking to refine their approach to renewals amidst rate increases, Matt offers a valuable resource—simply text "email" to 208-213-8809. And for personalized coaching, visit agencylaunch.net. Join us to learn how to keep a tight ship and steer your agency towards greater profitability.



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Send in a voice message: https://podcasters.spotify.com/pod/show/agencylaunch/message



Show notes created by https://headliner.app



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? Episode Chapters



(00:00) Introduction to agency expenses and cash flow management

(02:50) The value of conducting an expense audit

(05:15) Deciding which tech solutions are worth the investment

(07:40) Matt's experience with canceling agency Zoom and its implications

(09:30) Embracing simple tools for efficiency and cost savings

(11:25) Evaluating tech solutions based on time savings and revenue generation

(13:00) The strategic use of tech like BombBomb for business growth

(15:10) The importance of scrutinizing every expense in your agency

(17:00) Resources for managing renewals and personal coaching offerings



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Send in a voice message: https://podcasters.spotify.com/pod/show/agencylaunch/message



Show notes created by https://headliner.app



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Send in a voice message: https://podcasters.spotify.com/pod/show/agencylaunch/message



Show notes created by https://headliner.app