Insurance Customer Service Best Practices for Rockstar CSRs
The Ridiculously Amazing Insurance Podcast
Release Date: 07/28/2025
Insurance Agency Leadership Tips: Stop Wearing Too Many Hats
The Ridiculously Amazing Insurance Podcast
🚀 Ridiculously Amazing Insurance Agent Podcast 🎙️ Episode: Insurance Agency Leadership Tips – Stop Wearing Too Many Hats 👒 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 “drowning” in daily tasks to building structure, improving morale, and creating sustainable growth. 💡 ✨ Here’s what you’ll learn: 👥 Delegation & Specialized Roles – How hiring a profitability manager freed up Carl’s time to focus on growth. 📋 Clear Job Descriptions – Why...
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How to Train Insurance Customer Service Teams to Unwind Upset Customers
The Ridiculously Amazing Insurance Podcast
How to Train Insurance Customer Service Teams to Unwind Upset Customers 🔥 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 — even when they’re upset. But are your CSRs truly prepared? ✅ Here’s what you’ll learn: 📝 How to create scripts that guide conversations while letting team members sound authentic 🎭 Why role-playing works — and how to practice...
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Handling Upset Insurance Customers: Premium Increase Scripts That Work
The Ridiculously Amazing Insurance Podcast
🎙️ Handling Upset Insurance Customers: Premium Increase Scripts That Work As independent insurance agents, we’ve all faced it — clients upset about premium increases. How you handle these conversations can make or break trust, retention, and even your team’s 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. 💡 What you’ll learn in this episode: 📝 Why clients really get upset about premium increases — and...
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Insurance Market Insights 2025: Retention, Efficiency & The Economics of Homeownership
The Ridiculously Amazing Insurance Podcast
📢 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! 🏡 Insurance Market Insights 2025 The hard market continues, though some areas are stabilizing. Florida auto rates are dropping 9–10%, which impacts commissions. 🔑 Agency Priorities Retention: Keep clients who are now vulnerable to competitors. Efficiency: Use tech, streamline processes, and evaluate unprofitable...
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Effective Techniques to Boost Renewal Rates: Auto Insurance Renewal Process
The Ridiculously Amazing Insurance Podcast
🎧 Effective Techniques to Boost Renewal Rates: Auto Insurance Renewal Process 🚗📈 In this episode of the Ridiculously Amazing Insurance Agent Podcast, we’re diving into proven techniques to help independent insurance agents increase auto insurance renewal rates and build stronger client relationships! 💼💬 Annual auto insurance policy reviews are more than just a formality—they’re a chance to boost loyalty, prevent billing issues, and avoid coverage gaps. 🚨✅ 👉 Here’s what we cover: 🔍 The importance of proactive outreach before renewal dates 💡 How to highlight...
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How to Retain Commercial Insurance Clients: Renewal Process Guide
The Ridiculously Amazing Insurance Podcast
🎙️ How to Retain Commercial Insurance Clients: Renewal Process Guide 🏢🔒 Commercial renewals don’t 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. 💼📊 When multiple team members are involved, clear leadership and defined roles are key to making sure nothing falls through the cracks — and your commercial clients feel well taken care of. 💪✨ 🧠 Here’s what you’ll learn in this episode: ✅ Why strong leadership is...
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Insurance Agency Tips to Retain Clients: Proven Hacks for Independent Agencies
The Ridiculously Amazing Insurance Podcast
🚨 Insurance Agency Tips to Retain Clients: Proven Hacks for Independent Agencies 🎧 Welcome back to another episode of the Ridiculously Amazing Insurance Agent Podcast! 🎉 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. 📈 Whether you're new to retention planning or ready to level up, these tips are practical, proven, and ready for you to use. 💪 🎯 What You’ll Learn: ✅ The #1 strategy to save clients who are ready to cancel ✅ How to stay top-of-mind with your insureds...
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How to Keep Your Insurance Clients Long-Term | Renewal Secrets
The Ridiculously Amazing Insurance Podcast
🎙️ How to Keep Your Insurance Clients Long-Term | Renewal Secrets 🔐 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 agency’s success! 💼📞 💡 Whether you’re 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. 🔥 In this episode, you'll discover: ✅ Why...
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Insurance Team Training That Works: Hopmeier Evans Gage’s Story
The Ridiculously Amazing Insurance Podcast
🎙️ 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! 🚀 Here’s what you’ll learn: ✅ How they use Agency Performance Partners content (blogs, YouTube, and the APP School) for ongoing training ✅ The power of 3-minute videos for easy learning before diving into bigger training topics ✅ How adopting EOS (Entrepreneurial Operating System) helped them identify...
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How to Retain Insurance Clients | Master Retention with These Expert Tips!
The Ridiculously Amazing Insurance Podcast
🎧 How to Retain Insurance Clients | Master Retention with These Expert Tips! 🎯 In this episode of the Ridiculously Amazing Insurance Agent Podcast, we're diving deep into customer retention strategies for independent insurance agents! 🚀 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! 💼📈 👉 Here’s what we cover: ✅ Why tracking cancellation reasons is crucial ✅ The power of proactive renewal reviews ✅...
info_outline🎙️ NEW PODCAST EPISODE: Insurance Customer Service Best Practices for Rockstar CSRs 🚀
Are you ready to level up your insurance CSR game and wow every customer you talk to? 🎧 This episode of the Ridiculously Amazing Insurance Agent Podcast is packed with real-world strategies to help CSRs deliver standout service and boost agency performance! 🙌
✅ Whether you're new to the role or a seasoned pro, these tips will help you:
💡 What You’ll Learn:
📝 How to prep like a pro before the first call
👂 The power of active listening & showing empathy
🧩 Tips to simplify complex insurance terms for clients
🔥 Staying cool during high-stress customer moments
🤝 How collaboration with your team makes you better
📚 Keeping up with training and staying sharp
📞 Why follow-ups show clients you really care
🎉 Reflecting on wins that make you love your job
💬 "You’re not just answering phones—you’re making people’s lives better, one interaction at a time."
🎯 Want to dig deeper into insurance CSR success? Don’t forget to check out our WOW Customer Service Training Program for even more expert tools and scripts! ✨
👇 Hit play now and let’s turn great service into ridiculously amazing service!
🔥 Check Out Our Latest Blog: Top 10 Customer Service Skills for Insurance Agents to Master in 2025 https://bit.ly/4j4m4Fs
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