70 episodes

This is the Ridiculously Amazing Insurance Agent Podcast. This show is for growing insurance agencies looking to maximize their biggest investment- their people.

The Ridiculously Amazing Insurance Podcast Agency Performance Partners

    • Business
    • 5.0 • 17 Ratings

This is the Ridiculously Amazing Insurance Agent Podcast. This show is for growing insurance agencies looking to maximize their biggest investment- their people.

    Insurance Sales Training Plan for Managers | How To Train An Insurance Sales Team

    Insurance Sales Training Plan for Managers | How To Train An Insurance Sales Team

    Do you need an insurance sales training plan for managers? Training new and existing agents can be a challenge. Having a sales training plan will help your team grow and bloom! Make sure you have a strategy for how to have your team hit its sales potential.
    Resources For Insurance Sales Training Plan For Managers Read our blog on a sales training checklist 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: CODE: SALES Are you looking for insurance training to grow your insurance agency? Shop online: everything from scripts and templates to on-demand courses to merch 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.
    #insuranceconsultant #insurancetraining #salestraining #insurancecoaching #insuranceleadership #insuranceagencyowner #insurancesalestraining #insurancetechnology #insurancetraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #TrainingPlan #SalesTraining #InvestInTraining #ProducerTraining #InsuranceTraining #TrainingGoals #Milestones #Transparency #Vulnerability #RolePlaying #SuccessfulTraining #OnlineSchool #SalesCourse #CrossSelling #LiveTraining #WasteNoTime

    • 21 min
    Closing Your Insurance Lead | 6 Objection Killers

    Closing Your Insurance Lead | 6 Objection Killers

    Ready to get started closing your insurance lead? You present your quote and assume the sale then BOOM! Objections start flying and you are tap dancing.
    Not any more! We are going to share with you how to close your insurance lead with our top 6 insurance objection killers.
    00:00:00 Remember the Golden Rule
    00:00:07 Four Different Personality Types
    00:00:17 Overcoming Objections
    00:00:20 Analytical Personality
    00:00:23 Political Personality
    00:00:45 Driver Personality
    00:01:30 Amiable Personality
    00:02:13 Expressive Personality
     
    Read our blog on how to overcome the top 6 insurance sales objections: https://www.agencyperformancepartners.com/blog/how-to-overcome-the-top-6-insurance-sales-objections
    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/
    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? https://www.agencyperformancepartners.com/insurance-sales-training/
    #insuranceconsultant #insurancetraining #salestraining #insurancecoaching #insuranceleadership #insuranceagencyowner #insurancesalestraining #insurancetechnology #insurancetraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining

    • 14 min
    Converting Insurance Quotes To Sales | Overcoming 6 Insurance Sales Objections

    Converting Insurance Quotes To Sales | Overcoming 6 Insurance Sales Objections

    After a beautiful quote presentation its now time to get to work converting your insurance quote to a sale. However, you got STOPPED by the OBJECTION! Now you need to work to blast through the objection and get on to binding coverage.
    We want to share how to not only overcome objections but also completely avoid them! The APP team comes together to share with you how to navigate these objections:
    😵I need to talk with my spouse
    😵Your price is too high
    😵Let me think about it
    😵Just email me the quote
    😵I'm going to stay with my current agent
    😵Getting ghosted
    Read our blog on how to overcome the top 6 insurance sales objections: https://www.agencyperformancepartners.com/blog/how-to-overcome-the-top-6-insurance-sales-objections
    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/
    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? https://www.agencyperformancepartners.com/insurance-sales-training/
    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
     

    • 20 min
    Successfully Managing Insurance Producers | 5 Sales Management Strategies

    Successfully Managing Insurance Producers | 5 Sales Management Strategies

    It can be a difficult target. Many insurance producers spend more time selling you on their pipeline than actually selling insurance. With big investments on the line managing insurance producers helps your agency manage growth.
    All too often in an insurance agency a producer is hired (and good ones are hard to find!). We don't always provide the best training or tools because everyone is working their tails off to help finance the new producer. However either way insurance producers do need to be managed and lead. With out coaching many sales agents find insurance sales a struggle.
    We will help walk you through the 5 APP Strategies to help manage your insurance sales team:
    1) Set Clear Goals and Expectations
    2) Provide Regular Coaching & Training Opportunities
    3) Foster a Positive Team Culture
    4) Use Technology to Capture Data
    5) Focus on the Customer Experience
    Don't fall into the trap of hiring a producer and not tending to them. Producers can add amazing value and let's face it they don't always love to be managed. However, like any good coach you need set it up for what is best not easiest or most liked.
    00:00:00 Introduction 00:00:08 Setting Goals and Expectations 00:00:55 Monitoring Progress 00:01:32 Providing Coaching and Training 00:09:29 Using Technology 00:10:18 Building a Sales Pipeline 00:11:11 Customer Experience 00:12:28 Listening and Explaining 00:12:57 Responsiveness and Expectations 00:13:33 Tailoring the Approach 00:14:15 Follow-up 00:15:30 Additional Assistance Resources for Successfully Managing Insurance Producers 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 #SalesTeam #SalesManagement #WorkHardPlayHard #PerformanceGoals #CoachingAndTraining #PositiveTeamCulture #TechnologyTools #CustomerExperience #FollowUp #LeadGeneration #AgencyPerformancePartners

    • 16 min
    Growing An Agriculture Insurance Agency By Investing In Culture | Heritage Insurance Agency

    Growing An Agriculture Insurance Agency By Investing In Culture | Heritage Insurance Agency

    Growing any insurance agency can be difficult, but growing an agriculture insurance agency can be a life's passion. At least, that is how Steve & Kelly Mora co-owners of Heritage Insurance Agency see it. You will need to listen and watch this podcast to hear a high school love story, families deeply rooted in the California agriculture industry and the agency, industry and family rallied around them during a severe and life threatening illness. Oh, and their office is only a mere miles away from the Paradise, CA fire area so all of their clients face fire zone issues.
    The one thing we can all admire about Steve, Kelly and the entire Heritage team is their commitment to culture. They care deeply about all the agency stakeholders and their care shows. From remodeling the offices, to defending and living by the agency's core values to Rhett the office dog this agency is a great place to work. In fact they have been named one of the Best Places to Work in the Insurance Industry. You will love Heritage Insurance Agency as much as we do in working with them to continue the pursuit of growth and ultimately protecting farms and agriculture related business. You may see Steve and Kelly at any variety of agriculture tradeshows, 4H fairs or insurance events. Don't miss this podcast where they share their story of family, farms and fun. Check them out today!
    Resources for the Growing Agriculture Insurance Agency Check out Heritage Insurance Agency (hint they are always hiring): https://heritage-agency.com/ APP 2 Year Program: https://www.agencyperformancepartners.com/agency-performance-program/ Book a Meeting with APP: https://meetings.hubspot.com/kdp/next-available-app-intro-meeting #insuranceconsultant #insurancetraining #agricultureinsurance #agencyperformancepartners #heritageinsurance #salestraining #insurancecoaching #insuranceleadership #insuranceagencyowner #insurancesalestraining #insurancetechnology #insurancetraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining

    • 43 min
    Building An Insurance Agency Sales Culture | 5 Sales Management Strategies

    Building An Insurance Agency Sales Culture | 5 Sales Management Strategies

    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

    • 20 min

Customer Reviews

5.0 out of 5
17 Ratings

17 Ratings

Insurancegal30 ,

Great Content

I love listening to APP content because I always get a takeaway. There is nothing more frustrating than spending our most precious resource, time, on podcasts and content that don’t have any meat. I always feel like I have learned something I can put into action. Thank you for all the great content, keep up the great work!

Jim_Schubert ,

Ridiculously actionable!

There’s plenty of shows with theory galore. But Kelly’s show is ridiculously actionable. Agents and agency owners will walk away with lists upon lists of things they can try in their own daily lives to grow. If you skip this podcast, you’re missing out!

Tdksterling ,

Fabulous!

Kelly has a refreshing way to help business owners overcome the hump of just doing stuff and move into productive growth. There is so much value here!! Thanks Kelly!

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
The Dough
Lemonada Media
Money Rehab with Nicole Lapin
Money News Network
The Marketing Architects
Marketing Architects
The Money Mondays
Dan Fleyshman

You Might Also Like

Agency Intelligence: The Insurance Podcast Network
Agency Intelligence
Insurance Refocused
Lindsay & Carey Wallace
The Insurance Guys Podcast
Scott Howell & Bradley Flowers
Finding Peak Podcast
Ryan Hanley
The Scratch Agency Podcast
The Scratch Agency Podcast
The Game w/ Alex Hormozi
Alex Hormozi