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Episode 10: Ending 2018 Strong and Looking at 2019

The Ridiculously Amazing Insurance Podcast

Release Date: 09/29/2018

What is the Value of Training Your Insurance Team? Client Spotlight show art What is the Value of Training Your Insurance Team? Client Spotlight

The Ridiculously Amazing Insurance Podcast

What is the value of training your insurance team? πŸŒŸπŸ’° **What is the Value of Training Your Insurance Team? | Client Spotlight** In this episode of the Ridiculously Amazing Insurance Agent Podcast, we shine the spotlight on Alliance Insurance Services, our esteemed APP Agency School client of the month. Join us as we delve into the topic of training your insurance team and uncover the invaluable insights shared by Alliance Insurance Services. **Podcast Outline:** - **Introduction to Alliance Insurance Services:** Learn more about our featured Agency School client of the month and their...

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How To Close More Insurance Quotes show art How To Close More Insurance Quotes

The Ridiculously Amazing Insurance Podcast

Ready to learn how to close more insurance quotes? πŸ”’ Welcome to APP! In today's video, we're diving into the essential skills you need to close more insurance quotes successfully. Whether you're a seasoned insurance agent or just starting in the industry, mastering the art of closing deals is crucial for your success. 🀝 Closing insurance quotes doesn't have to be a daunting task. In this video, we'll share proven strategies and techniques that will empower you to confidently guide your clients through the final steps of the insurance quoting process. πŸ“‹ Topics Covered: **Building...

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Sales Process In Insurance: Presenting the Quote show art Sales Process In Insurance: Presenting the Quote

The Ridiculously Amazing Insurance Podcast

Looking for help with sales process in insurance and delivering the quote? πŸ” Unlock the secrets to a successful sales process in the insurance industry with our latest video! Whether you're a seasoned insurance professional or just starting out in the field, understanding how to effectively deliver a quote can make all the difference in closing the deal. πŸ“ˆ In this comprehensive guide, we break down each crucial step in the sales process, focusing specifically on the pivotal moment of delivering the quote. From building rapport with clients to tailoring your presentation to their unique...

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Insurance Secret Shopper -  Confessions & Sales Tips Revealed! show art Insurance Secret Shopper - Confessions & Sales Tips Revealed!

The Ridiculously Amazing Insurance Podcast

Ever wonder what the APP insurance secret shopper team has to say? Wonder no more we have them on this podcast. Welcome to our eye-opening video: "Insurance Secret Shopper - Confessions & Sales Tips Revealed!" Curious about what happens behind the scenes when you're not looking? Our undercover insurance secret shoppers spill the beans in this exclusive expose! πŸ•΅οΈβ€β™€οΈπŸ” Ever wondered how to close more new insurance business effectively? Look no further! Our seasoned secret shoppers are here to share invaluable sales tips that will empower you to seal the deal with confidence....

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Insurance Quote Sheet: What Needs to Be On One? show art Insurance Quote Sheet: What Needs to Be On One?

The Ridiculously Amazing Insurance Podcast

Are you looking to build an insurance sales quote sheet? πŸ” Unlock the secrets behind the perfect Insurance Sales Quote Sheet with our latest video! πŸ“Š Whether you're a seasoned insurance professional or a newcomer to the industry, understanding the intricacies of a well-crafted quote sheet is crucial for success. In this insightful video, we delve deep into the key components that make up an effective Insurance Sales Quote Sheet. From essential details like coverage types, deductibles, and premiums, to advanced features such as policy terms and optional add-ons, we've got you covered....

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Connecting With Insurance Leads - Your Guide to Building Rapport show art Connecting With Insurance Leads - Your Guide to Building Rapport

The Ridiculously Amazing Insurance Podcast

Want to learn about insurance sales process steps around building rapport and connecting with insurance leads? Welcome to our insightful guide on forging meaningful connections with insurance leads! In the competitive world of insurance, establishing a strong rapport is the key to success. Whether you're a seasoned insurance professional or just starting in the industry, this video is packed with valuable tips to help you build lasting relationships with your leads. πŸ› οΈ **What You'll Learn:** **Understanding Your Audience:** Dive into the mindset of your insurance leads. Learn how to...

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Insurance Payment Options: Getting A Client on EFT or Pay In Full show art Insurance Payment Options: Getting A Client on EFT or Pay In Full

The Ridiculously Amazing Insurance Podcast

πŸŽ™οΈ Welcome to another episode of "The Ridiculously Amazing Insurance Agent Podcast"! 🌟 In this installment, we're diving deep into the world of insurance agency payment options – a crucial aspect of the business that can truly elevate your client relationships and streamline your operations. πŸ’‘ **Episode Title: "Mastering Insurance Agency Payment Options: EFT vs. Paying in Full"** Join the APP Team, as we unravel the secrets behind encouraging clients to opt for Electronic Funds Transfer (EFT) or pay their premiums in full. Discover the myriad benefits for both clients and...

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Insurance Notes: What Should Go In File Documentation show art Insurance Notes: What Should Go In File Documentation

The Ridiculously Amazing Insurance Podcast

πŸŽ™οΈ Welcome to the latest episode of our Ridiculously Amazing Insurance Agent Podcast! πŸŽ‰ In this installment, we're diving deep into the world of Insurance Client Notes and exploring the Best Practices of Documenting Your Files. πŸ“ Join the APP team as they unravel the secrets to efficient and effective note-taking in the insurance industry. Whether you're a seasoned pro or just starting your career, this episode is packed with valuable insights that will elevate your client documentation game to new heights. πŸ” What can you expect from this episode? - Proven strategies for...

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Phone Scripts For Insurance Agents: Pick Up the Darn Phone show art Phone Scripts For Insurance Agents: Pick Up the Darn Phone

The Ridiculously Amazing Insurance Podcast

πŸŽ™οΈ Welcome to the latest episode of the "Ridiculously Amazing Insurance Agent Podcast"! 🌟 In this episode, we dive deep into the art of mastering insurance phone answering skills – because let's face it, picking up the darn phone is where the magic begins! πŸ“ž Whether you're a seasoned insurance professional or just starting in the industry, this episode is packed with invaluable insights and tips to elevate your phone etiquette game. Our special guest, a seasoned expert in the field, shares practical advice on how to make that crucial first impression, handle customer inquiries...

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Agency Process: How To Earn Adoption show art Agency Process: How To Earn Adoption

The Ridiculously Amazing Insurance Podcast

πŸŽ™οΈ Welcome to another thrilling episode of The Ridiculously Amazing Insurance Agent Podcast! 🌟 In this edition, we dive deep into the intricacies of crafting an unbeatable Insurance Agency Process Plan that guarantees skyrocketing adoption rates. πŸ† Our expert guest speakers bring a wealth of experience and insider insights to the table, sharing their proven strategies for transforming your agency's processes into a well-oiled machine. Whether you're a seasoned insurance professional or just starting out in the industry, this episode is packed with actionable tips to supercharge your...

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More Episodes

On this October edition of the podcast, Kelly and Dave focus on ending the year strong and proactively planning for 2019. First of all, you should reflect on what your plan was for 2018 and determine what you need to do in the last quarter to make sure you hit as many of your goals as you can; don’t discount this last quarter and assume it is too late to be productive. Take the time to knock things off of your to-do list by committing to deadlines for specific tasks, and take advantage of year-end deals that your vendors may be offering in the process.

Also during this time of the year, you should be planning for 2019, from your budget to content calendars to cleaning up your database, to assessing any adjustments that you want to make to your process. It is easy to get caught up in the daily grind and neglect proactively thinking ahead, but when January 1 rolls around, you want to jump right in, rather than beginning your planning at that point. October is when you can place your special projects on the 2019 calendar and commit to getting them done, instead of waiting until the last minute and potentially just scrapping the whole idea because you run out of time.

In short, don’t give up on 2018 just because you can see the end in sight and ask for expert help if you need it. Agency Performance Partners can help you with training, branding, and workplace culture, and now is the best time to sign on with the best pricing and discount.

 

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