Every person your agency will ever touch is in one of four stages: prospect, first-year client, renewed client, or lost client. Most agencies only work one of them on purpose. The prospect. Most quotes die in a drawer after one follow-up. But a no today is usually just “not at my renewal yet.” The system… Continue reading The Client Stage Nobody Automates
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We are the solution to your staffing problem
End-to-end support services for start-up and established insurance agencies
Author: Beaux Pilgrim
The Violence It Took to Get to This Calm
Some people walk into the insurance industry through a referral or a career fair. Marrissa Winkelman walked in through a second chance — a receptionist job she didn’t even get the first time she applied, at a three-person agency in Grove, Oklahoma, that took a shot on a self-described wild card at twenty-four years old.… Continue reading The Violence It Took to Get to This Calm
Steal Our Renewal Email
Here’s the renewal process at most agencies: a few days before expiration, somebody calls the client — if the price looks different. Maybe. Meanwhile, the client saw that renewal weeks ago. Carriers release them 30 to 45 days out. They’ve seen the number. If it jumped, they’ve been stewing — or shopping. That last-minute call… Continue reading Steal Our Renewal Email