Does Your Agency Need a VA? How Virtual Assistants Can Help
The Ridiculously Amazing Insurance Podcast
Release Date: 06/10/2025
The Ridiculously Amazing Insurance Podcast
π Ridiculously Amazing Insurance Agent Podcast ποΈ Episode: Insurance Agency Leadership Tips β Stop Wearing Too Many Hats π Are you an independent insurance agency owner trying to do it all? In this episode, Carl Salinas of Salinas Insurance in Elkhart, Indiana, shares how he went from βdrowningβ in daily tasks to building structure, improving morale, and creating sustainable growth. π‘ β¨ Hereβs what youβll learn: π₯ Delegation & Specialized Roles β How hiring a profitability manager freed up Carlβs time to focus on growth. π Clear Job Descriptions β Why...
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How to Train Insurance Customer Service Teams to Unwind Upset Customers π₯ In this episode of the Ridiculously Amazing Insurance Agent Podcast, Kelly Donahue-Piro shares practical strategies to help your team confidently handle even the most difficult client calls. As an independent insurance agent, you know how vital it is to keep customers happy β even when theyβre upset. But are your CSRs truly prepared? β Hereβs what youβll learn: π How to create scripts that guide conversations while letting team members sound authentic π Why role-playing works β and how to practice...
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ποΈ Handling Upset Insurance Customers: Premium Increase Scripts That Work As independent insurance agents, weβve all faced it β clients upset about premium increases. How you handle these conversations can make or break trust, retention, and even your teamβs confidence. In this episode of the Ridiculously Amazing Insurance Agent Podcast, Kelly Donahue-Piro shares proven scripts, tips, and strategies to help you and your team navigate these tough moments with ease and empathy. π‘ What youβll learn in this episode: π Why clients really get upset about premium increases β and...
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π’ New Episode Alert!Kelly Donahue-Piro joins the Ridiculously Amazing Insurance Agent Podcast to break down the 2025 insurance market, agency priorities, and strategies for retention, efficiency, and growth. Perfect for independent insurance agents navigating a hard market! π‘ Insurance Market Insights 2025 The hard market continues, though some areas are stabilizing. Florida auto rates are dropping 9β10%, which impacts commissions. π Agency Priorities Retention: Keep clients who are now vulnerable to competitors. Efficiency: Use tech, streamline processes, and evaluate unprofitable...
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π§ Effective Techniques to Boost Renewal Rates: Auto Insurance Renewal Process ππ In this episode of the Ridiculously Amazing Insurance Agent Podcast, weβre diving into proven techniques to help independent insurance agents increase auto insurance renewal rates and build stronger client relationships! πΌπ¬ Annual auto insurance policy reviews are more than just a formalityβtheyβre a chance to boost loyalty, prevent billing issues, and avoid coverage gaps. π¨β π Hereβs what we cover: π The importance of proactive outreach before renewal dates π‘ How to highlight...
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ποΈ How to Retain Commercial Insurance Clients: Renewal Process Guide π’π Commercial renewals donβt have to be chaotic! In this episode of the Ridiculously Amazing Insurance Agent Podcast, Kelly shares the ultimate guide to retaining commercial clients through a structured, proactive renewal process. πΌπ When multiple team members are involved, clear leadership and defined roles are key to making sure nothing falls through the cracks β and your commercial clients feel well taken care of. πͺβ¨ π§ Hereβs what youβll learn in this episode: β Why strong leadership is...
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π¨ Insurance Agency Tips to Retain Clients: Proven Hacks for Independent Agencies π§ Welcome back to another episode of the Ridiculously Amazing Insurance Agent Podcast! π In this episode, we're diving into the real strategies that helped one agency skyrocket their retention rate from 85% to 91% in just a few months. π Whether you're new to retention planning or ready to level up, these tips are practical, proven, and ready for you to use. πͺ π― What Youβll Learn: β The #1 strategy to save clients who are ready to cancel β How to stay top-of-mind with your insureds...
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ποΈ How to Keep Your Insurance Clients Long-Term | Renewal Secrets π Want to boost retention and build long-term relationships with your clients? In this episode of the Ridiculously Amazing Insurance Agent Podcast, Stephen and Kelly break down the power of proactive renewal reviews and how they can transform your agencyβs success! πΌπ π‘ Whether youβre a seasoned agent or just getting started, this episode is packed with game-changing insights to help you provide more value and keep your clients coming back year after year. π₯ In this episode, you'll discover: β Why...
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ποΈ Insurance Agency Team Development with Training Courses | Hopmeier Evans Gage Story In this episode of the Ridiculously Amazing Insurance Agent Podcast, we're diving into how Hopmeier Evans Gage Insurance is transforming their agency through team development and training! π Hereβs what youβll learn: β How they use Agency Performance Partners content (blogs, YouTube, and the APP School) for ongoing training β The power of 3-minute videos for easy learning before diving into bigger training topics β How adopting EOS (Entrepreneurial Operating System) helped them identify...
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π§ How to Retain Insurance Clients | Master Retention with These Expert Tips! π― In this episode of the Ridiculously Amazing Insurance Agent Podcast, we're diving deep into customer retention strategies for independent insurance agents! π As market growth slows, keeping your current clients happy and loyal has never been more important. Losing clients can hurt your profitability, but with the right approach, you can turn retention into a growth strategy! πΌπ π Hereβs what we cover: β Why tracking cancellation reasons is crucial β The power of proactive renewal reviews β ...
info_outlineποΈ Ridiculously Amazing Insurance Agent Podcast
Episode: Does Your Agency Need a VA? How Virtual Assistants Can Help
In this episode, Stephen Herrington teams up with Dakota the Diva of Insurance πββοΈ to dive deep into the world of Virtual Assistants (VAs) and how they can transform your insurance agency. πΌβ¨
If you're overwhelmed with admin tasks or struggling to scale your operations, this episode is a must-watch!
π‘ In this episode, you'll learn:
πΉ Why hiring the right VA can be a game changer
πΉ How a VA can save your agency time and boost team productivity
πΉ The importance of training VAs in insurance systems π§
πΉ Key traits to look for: attention to detail, reliability, and cultural fit
πΉ Why clear expectations and onboarding processes are crucial
πΉ Tips on choosing a VA company with training, supervision, and quality control π
πΉ How to make your VA feel like part of the team π€
πΉ Where to get help building a VA plan & SOPs β hint: Agency Performance Partners can help! π
π Ready to find the right VA and start scaling your agency like a pro?
π Watch now and discover how to build a ridiculously amazing support system!
π Like, Comment, and Subscribe for more game-changing strategies for insurance agents!
π₯ Check Out Our Latest Blog: How To Hire An Insurance VA https://bit.ly/41UscJs
π Get Your FREE Top Questions To Ask Your VA Partner Before Signing A Contract https://bit.ly/4hkveg3
π Introducing How to Onboard a Virtual Assistant https://bit.ly/4kpPDTA
π Ready to Take Your Agency to the Next Level? Book a Meeting with Agency Performance Partners for Tailored Strategies That Drive Real Success. Schedule Your Consultation Today! Book Now https://bit.ly/meetwithAPP
π€ Weβre Agency Performance Partners; APP is your insurance agencyβs best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the wayβ¦.just like a BFF. LEARN MORE: https://bit.ly/APP-Website
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