The Ridiculously Amazing Insurance Podcast
This is the Ridiculously Amazing Insurance Agent Podcast. This show is for growing insurance agencies looking to maximize their biggest investment- their people.
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Insurance Agency Leadership Tips: Stop Wearing Too Many Hats
09/05/2025
Insurance Agency Leadership Tips: Stop Wearing Too Many Hats
🚀 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 defining every role (including the owner’s!) reduces frustration and increases efficiency. 🔄 Streamlined Processes – The power of consistent systems for tasks like payments and client requests. 🛠️ Creative Solutions – How a part-time inspector helped agents save time and focus on high-value activities. 😀 Happier Teams & Growth – Why structure and delegation lead to smiles, reduced stress, and better results. Carl’s journey is a reminder that to grow, agency owners must work on the business, not just in it. 👉 Tune in now to discover leadership strategies that can help you stop wearing too many hats and start scaling your agency the right way! #InsuranceAgency #LeadershipTips #RidiculouslyAmazingAgent #InsuranceAgencyLeadership #InsuranceAgencyGrowth #IndependentInsuranceAgent #InsuranceMarketing #InsuranceTraining #InsuranceCoaching #InsuranceAgencyOwner #AgencyLeadership #InsuranceSuccess #InsuranceBusiness #InsuranceAgencyTips #InsuranceStrategies #AgencyGrowth #InsuranceLeadership #InsurancePodcast #InsuranceAgencyManagement #InsuranceDelegation
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How to Train Insurance Customer Service Teams to Unwind Upset Customers
09/02/2025
How to Train Insurance Customer Service Teams to Unwind Upset Customers
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 tough scenarios in a safe, supportive way 🎧 How to use recorded calls (good & bad) as powerful teaching tools 💡 Kelly reminds us: training your team may not always be fun, but it works. You’ll also hear tips on where to find helpful script booklets and role-play videos to get started. 👂 Tune in now and take the first step to building a confident, customer-first team that turns tough calls into loyalty. 👇 Don’t forget to like, subscribe, and share with other independent agents who want to elevate their customer service game! #InsuranceAgent #CustomerServiceTraining #IndependentAgent #RidiculouslyAmazing
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Handling Upset Insurance Customers: Premium Increase Scripts That Work
09/01/2025
Handling Upset Insurance Customers: Premium Increase Scripts That Work
🎙️ 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 how to empathize 🎭 Proven step-by-step scripts you can use when clients call frustrated 📞 How proactive renewal reviews outperform reactive remarketing 🚀 How to train your team with role-playing, coaching, and checklists 💪 Tips for maintaining carrier relationships while keeping clients happy ✅ Whether you’re new to the industry or a seasoned agent looking to improve retention, this episode will help you prepare your team to handle tough calls calmly and professionally. ✨ Remember: if you don’t spend time preparing, you’ll spend time repairing. 👇 Tune in, subscribe, and share this episode with your team today! 📌 Hashtags: #InsuranceAgent #HandlingUpsetCustomers #CustomerServiceTraining #InsuranceScripts #InsurancePremiumIncrease #InsuranceCustomerService #InsuranceRetention #IndependentAgent #InsuranceTeamTraining #RidiculouslyAmazing #DeescalationTips #InsuranceCoaching #RolePlayingTraining #InsuranceSales #InsuranceServiceExcellence #ClientRetention #InsuranceCustomerCare #PremiumIncreaseScripts #InsuranceCSRTraining #InsuranceBestPractices
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Insurance Market Insights 2025: Retention, Efficiency & The Economics of Homeownership
08/26/2025
Insurance Market Insights 2025: Retention, Efficiency & The Economics of Homeownership
📢 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 clients. Sales Process: Build repeatable systems to grow cross-sell opportunities. 💡 Employee Burnout (“Crispy Teams”) Teams are exhausted from tough conversations and strict underwriting. Leadership must rebuild morale, confidence, and skills. 🏚️ Economics of Homeownership Clients prioritize style over essentials, making insurance a “home maintenance” policy. 📉 Industry Challenges Stricter underwriting, staffing gaps, and AI replacing personal relationships. ⏰ Kelly’s Daily Routine Starts at 3:45 AM with exercise 🚴, hydration 💧, reading 📚, and planning—focusing on priorities first! 🎧 Listen & Watch: Full Video: Brick & Risks Website: #InsuranceAgents #InsurancePodcast #InsuranceMarket2025 #AgencyGrowth #IndependentInsuranceAgents #KellyDonahuePiro #InsuranceSales #InsuranceTips #InsuranceAgency #InsuranceLeadership #AgencySuccess #HardMarketInsurance #InsuranceRetention #InsuranceEfficiency #EmployeeBurnout #InsuranceIndustryInsights #InsuranceStrategies #InsuranceBusiness
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Effective Techniques to Boost Renewal Rates: Auto Insurance Renewal Process
08/26/2025
Effective Techniques to Boost Renewal Rates: Auto Insurance Renewal Process
🎧 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 potential savings and missed discounts 🚘 Reviewing mileage, driver changes, and vehicle updates 🤝 Turning renewal calls into relationship-building moments 📞 Reducing angry calls and increasing customer satisfaction 🎯 How early reviews open doors for cross-selling and referrals 🛠️ Tools, scripts, and training to support your renewal process Remember: Being proactive during renewal season doesn’t just retain clients—it creates new sales opportunities and reduces stress for your whole team! 🌟 For more tools and training to strengthen your agency’s retention strategy, visit: 🌐 agencyperformancepartners.com 👍 Don’t forget to like, comment, and subscribe for more retention and sales tips for your insurance agency! 🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? 🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts 🚀 Introducing Agency Retention 📈 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 🤝 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. LEARN MORE: #InsuranceRetention #AutoInsuranceRenewal #ClientLoyalty #InsuranceAgentTraining #InsuranceSales #RetentionStrategies #AgencyPerformancePartners #InsuranceAgencyGrowth #CustomerRetention #CrossSelling #InsuranceRenewals #InsuranceTips
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How to Retain Commercial Insurance Clients: Renewal Process Guide
08/25/2025
How to Retain Commercial Insurance Clients: Renewal Process Guide
🎙️ 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 essential during commercial renewals ✅ How to coordinate your team to reduce confusion and friction 🤝 ✅ The importance of proactive client communication — especially in commercial lines 📞 ✅ How renewal reviews uncover changes in operations and reveal cross-sell opportunities 💡💲 ✅ Strategies for assigning clear responsibilities and managing timelines ⏱️ ✅ Introduction to our Renewal Review Call Program: 🔹 In-person training 🔹 Remote sessions 🔹 Group training 🔹 Online self-paced course 💡 BONUS: Get a sneak peek at our next episode — handling upset customers like a pro! 😠➡️😊 👉 LIKE, COMMENT, and SUBSCRIBE for more ridiculously amazing insights that help you grow and retain your book of business! 🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? 🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts 🚀 Introducing Agency Retention 📈 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 🤝 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. LEARN MORE: https://bit.ly/APP-Website #InsuranceAgentPodcast #CommercialInsurance #ClientRetention #InsuranceRenewal #InsuranceAgents #IndependentAgent #RetentionStrategy #InsuranceMarketing #AgencyPerformancePartners #RidiculouslyAmazingAgent
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Insurance Agency Tips to Retain Clients: Proven Hacks for Independent Agencies
08/19/2025
Insurance Agency Tips to Retain Clients: Proven Hacks for Independent Agencies
🚨 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 year-round ✅ The power of proactive renewal reviews – and how they drive results ✅ Simple steps to increase cross-sells, referrals, and reduce remarketing ✅ Why belief in the process is key to making it work 🧠 These retention hacks are field-tested and backed by real agency results. We’ll also share how to get access to training programs that help you put these ideas into action immediately! 🔔 Don't forget to like, subscribe, and hit the bell to stay updated on every new episode packed with powerful insights for independent insurance agents. 🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? 🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts 🚀 Introducing Agency Retention 📈 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 🤝 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. LEARN MORE: https://bit.ly/APP-Website #InsuranceRetention #IndependentAgentTips #ClientRetention #InsuranceMarketing #RidiculouslyAmazingAgent
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How to Keep Your Insurance Clients Long-Term | Renewal Secrets
08/18/2025
How to Keep Your Insurance Clients Long-Term | Renewal Secrets
🎙️ 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 renewal reviews are essential for long-term client retention ✅ How to proactively communicate with clients to build trust and loyalty 🤝 ✅ The mindset shift: focus on value, not just price! 💡 ✅ Smart time management strategies to make room for renewal calls ⏱️ ✅ The importance of believing in the process — renewal reviews really work! 💪 ✅ Training options and resources to help your agency level up 📚 ✅ A sneak peek into next week’s episode on commercial renewal strategies 🏢 📢 Don’t just survive renewals — own them. Tune in now and start building stronger client relationships today! 👍 LIKE, 💬 COMMENT, and 🔔 SUBSCRIBE for more episodes that help independent agents thrive! 🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? 🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts 🚀 Introducing Agency Retention 📈 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 🤝 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. LEARN MORE: #InsuranceAgents #ClientRetention #RenewalReview #InsurancePodcast #IndependentAgents #AgencySuccess #RidiculouslyAmazing
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Insurance Team Training That Works: Hopmeier Evans Gage’s Story
08/13/2025
Insurance Team Training That Works: Hopmeier Evans Gage’s Story
🎙️ 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 growth opportunities 💡 ✅ Their journey with renewal review calls—from initial team pushback to amazing client results 📞 ✅ Why they now hold weekly training sessions every Wednesday, featuring real-life examples and role-plays ✅ How having regular client conversations is reducing "on-fire" calls and boosting customer retention 🔥 ✅ The importance of helping clients understand their coverages and market changes Angela and Dave share real, actionable steps any independent insurance agency can take to build a stronger, more confident team and improve client relationships. 💪 👉 Listen now and get inspired to level up your agency training and retention strategy! 🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? 🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts 🚀 Introducing Agency Retention 📈 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 🤝 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. LEARN MORE: #InsuranceAgencyTraining #InsuranceAgencyTeamDevelopment #InsuranceTeamTraining #InsuranceRetention #CustomerRetentionStrategies #InsuranceLeadership #InsuranceStaffDevelopment #InsuranceSalesTraining #InsuranceRenewalProcess #InsuranceAgencyGrowth #IndependentInsuranceAgents #InsuranceAgencyManagement #InsuranceCoaching #InsuranceProfessionalDevelopment #InsuranceAgencySuccess #InsuranceTrainingCourses #AgencyPerformancePartners #InsuranceEOS #InsuranceRenewalReviews #InsuranceCustomerExperience
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How to Retain Insurance Clients | Master Retention with These Expert Tips!
08/12/2025
How to Retain Insurance Clients | Master Retention with These Expert Tips!
🎧 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 ✅ How regular communication builds client loyalty 💬 ✅ The link between retention and agency profitability 💰 ✅ Tips on creating a successful agency retention program Retention doesn't happen by accident — it takes planning, training, and consistency! 🗓️✨ If your agency needs help improving your retention process, visit us at: 🌐 agencyperformancepartners.com 👍 Don’t forget to like, comment, and subscribe for more actionable insurance agency growth tips! 🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? 🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts 🚀 Introducing Agency Retention 📈 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 🤝 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. LEARN MORE: #InsuranceRetention #InsuranceAgencySuccess #ClientRetention #InsuranceAgentTraining #InsuranceSales #CustomerRetention #AgencyPerformancePartners #InsuranceAgencyGrowth #InsuranceRenewals #InsuranceMarketing #InsuranceLeadership #InsuranceIndustry
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How to Stop Losing Insurance Clients: Retention Tips You Need Today
08/11/2025
How to Stop Losing Insurance Clients: Retention Tips You Need Today
🎙️ How to Stop Losing Insurance Clients: Retention Tips You Need Today 🚨 🚨 Are clients calling in to cancel? Don’t panic — get prepared! In this episode of the Ridiculously Amazing Insurance Agent Podcast, we're diving into the top retention strategies independent insurance agents can use to stop losing clients and boost loyalty! 💼💙 Your speaker breaks down the real reasons clients cancel — and what your agency can do to address misfit, improve processes, and retain more policies. 🧠📈 🔑 Here’s what you’ll learn: 👉 Why client "misfit" is a silent killer of retention 👉 The power of having a clear process when a client calls to cancel 👉 How to identify the REAL reason: 💲Price, 🛎️Service, or 🔄Life Change 👉 Conversation tips to rebuild trust with your insureds 👉 Why re-quoting on the phone can change the game 👉 How requesting the current policy BEFORE canceling opens the door for retention 👉 The importance of a structured retention program — and training that works ✅ 🎯 If you're serious about keeping your book strong in today’s market, this episode is a must-listen! 💥 Don’t forget to LIKE 👍, COMMENT 💬, and SUBSCRIBE 🔔 for more ridiculously amazing insights that grow your agency! 🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? 🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts 🚀 Introducing Agency Retention 📈 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 🤝 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. LEARN MORE: #InsuranceRetention #HowToStopLosingInsuranceClients #InsuranceAgents #RetentionStrategies #IndependentAgents #RenewalReview #InsuranceMarketing #CustomerRetentionInInsurance #InsuranceGrowth #InsuranceSuccess #AgencyRetentionProgram
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Steps on Improving Customer Retention for Insurance: 5 Proven Strategies
08/05/2025
Steps on Improving Customer Retention for Insurance: 5 Proven Strategies
Steps on Improving Customer Retention for Insurance: 5 Proven Strategies 📣 Calling all independent insurance agents! If you’re tired of losing clients and want to grow a solid book of business, this episode of the Ridiculously Amazing Insurance Agent Podcast is for YOU! 💥 In this episode, we’re breaking down 5 proven strategies to boost customer retention — with real-world tactics used by agencies hitting 94-96% retention rates. 🔐 🎧 What You’ll Learn: 🛑 Short-term strategies to reduce customer attrition immediately 📆 How to implement a strong process for handling cancellations and unpaid renewals 🎯 Why it’s important to define your agency’s standards and prioritize the right clients 🤝 Tips for delivering standout customer service through personalized communication 🔁 Long-term nurturing practices like renewal reviews and consistent client touchpoints 💡 Whether you're just starting out or leading a seasoned agency, these steps will help you retain more clients, build loyalty, and grow your revenue. ✨ BONUS: Learn how our team can support your agency in implementing these retention strategies with training and resources built for independent agents like you! 👇 Don’t forget to like, comment, and subscribe for more ridiculously amazing insights every week! 🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? 🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts 🚀 Introducing Agency Retention 📈 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 🤝 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. LEARN MORE: #InsuranceRetention #InsuranceAgentTips #CustomerRetention #InsuranceMarketing #InsuranceGrowth #IndependentAgentSuccess
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How to Retain Insurance Clients Better Than Average
08/04/2025
How to Retain Insurance Clients Better Than Average
🎙️ How to Retain Insurance Clients Better Than Average | Ridiculously Amazing Insurance Agent Podcast 💼🔥 Independent insurance agents — are you ready to crush the average and level up your client retention game? 💪📈 In this episode, we reveal actionable tips to retain insurance clients better than the industry average of 84%! Whether you're struggling with cancellations or just want to keep your retention solid in a tough market, this one’s for YOU! 🧠💡 ✅ Here’s what you’ll learn: 📊 Why tracking retention by policy, premium, and revenue matters 🧾 How automations & EFTs might be hurting your relationship with clients 🕵️♂️ The power of accurate cancellation coding to find out why clients leave 📅 Why monthly retention tracking is a game-changer 🔄 How proactive renewal reviews can significantly boost retention 🧑🏫 A sneak peek into our new live virtual training designed to help agencies improve retention NOW! 🔥 Don’t settle for average. Retention isn’t just a number — it’s your agency’s future. Let’s make sure your clients remember who their agent is! 👇 Comment below if you’re ready to get proactive — and don’t forget to like, subscribe, and share with your team! 🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? 🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts 🚀 Introducing Agency Retention 📈 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 🤝 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. LEARN MORE: 📌 Resources Mentioned: 👉 Agency Retention Program: 👉 How to Stop a Cancellation Process Pack: 👉 WOW Customer Service Training: #InsuranceAgents #InsuranceRetention #IndependentAgency #RetentionRate #InsuranceMarketing #ClientRetention #InsuranceGrowth
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Online Training for New Insurance Agents: What’s the Best Way to Learn?
07/29/2025
Online Training for New Insurance Agents: What’s the Best Way to Learn?
🎙️ Online Training for New Insurance Agents: What’s the Best Way to Learn? 🔥 Ridiculously Amazing Insurance Agent Podcast | Agency Performance Partners Hey Insurance Agents! 👋 Looking to jumpstart your career and take your training to the next level? In this episode, Stephen Harrington-Descoteaux shares the top online resources to help new insurance agents learn the ropes and become successful. 📈✨ 🔍 What You’ll Learn in This Episode: ✅ National Alliance for in-depth product knowledge ✅ Agency Performance Partners for practical on-demand training programs 💻 ✅ Using online blogs and magazines to stay updated on industry trends 📰 ✅ The power of real-life examples with case studies and client interviews 🎥 ✅ Following up with the Ridiculously Amazing Insurance Agent Podcast for extra advice and motivation 🎧 💬 "Great agents aren’t born – they’re trained. Keep learning, stay curious, and use every tool available to be the best in the business." ✨ Whether you’re just starting out or looking to deepen your expertise, Stephen’s tips will guide you through the best online training resources to sharpen your skills, stay motivated, and grow your insurance career. 👇 Don’t forget to like, comment, and subscribe for more ridiculously amazing tips to boost your agency and career! 🔥 Check Out Our Latest Blog: Top 10 Customer Service Skills for Insurance Agents to Master in 2025 🎉 Get Your FREE 🚀 Introducing our Wow Customer Service 2.0 📈 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 🤝 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. LEARN MORE: #InsuranceAgentTraining #OnlineInsuranceTraining #InsuranceTrainingResources #InsuranceAgentSuccess #AgencyPerformancePartners #NewInsuranceAgents #InsuranceLearning #InsuranceEducation #InsurancePodcast #RidiculouslyAmazing #InsuranceSalesTraining #InsuranceCareerGrowth #OnlineLearningForAgents #InsuranceIndustryTips #InsuranceOnboarding #ContinuousLearning #InsuranceMentorship
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Insurance Customer Service Best Practices for Rockstar CSRs
07/28/2025
Insurance Customer Service Best Practices for Rockstar CSRs
🎙️ 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 🎉 Get Your FREE 🚀 Introducing our Wow Customer Service 2.0 📈 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 🤝 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. LEARN MORE: #InsuranceCustomerService #InsuranceCSR #InsuranceAgentPodcast #WOWCustomerService #InsuranceTips #IndependentInsuranceAgents #CustomerExperience #InsuranceTraining #AgencySuccess #CSRExcellence
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Training Program in Insurance Agency: How Can You Improve It?
07/22/2025
Training Program in Insurance Agency: How Can You Improve It?
🚀 Training Program in Insurance Agency: How Can You Improve It? 🎧 Ridiculously Amazing Insurance Agent Podcast | Agency Performance Partners Hey there, Independent Insurance Agents! 👋 Are you onboarding new team members and wondering how to create a training program that actually works? This episode is packed with powerful strategies to help you build or enhance your new agent training system so your hires hit the ground running. 🏃♂️💼 🧠 What You’ll Learn in This Episode: ✅ How to assess a new agent’s experience and tailor their onboarding ✅ Why it’s critical to teach your agency’s vision, values, and standards early ✅ The importance of shadowing, assistant roles, and a phased learning approach ✅ How to effectively introduce your agency management system 🔍 ✅ Creating structured training with clear job descriptions and an engaging curriculum ✅ Covering both basic insurance concepts and product-specific knowledge 📘 💬 "The goal is to help new agents feel confident, aligned with your culture, and prepared to succeed from day one." 🎯 Whether you're building your first training program or improving an existing one, this episode gives you the tools to create a training journey that sets your agents (and your agency) up for long-term success. 🌟 👇 Like, comment, and subscribe for more ridiculously amazing tips to grow your agency! 🔥 Check Out Our Latest Blog: Top 10 Customer Service Skills for Insurance Agents to Master in 2025 🎉 Get Your FREE 🚀 Introducing our Wow Customer Service 2.0 📈 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 🤝 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. LEARN MORE: #InsuranceAgentTraining #InsuranceAgencyOnboarding #NewAgentTraining #InsurancePodcast #AgencyPerformancePartners #TrainYourTeam #InsuranceSuccess #IndependentInsuranceAgents #InsuranceLeadership #InsuranceSalesTraining #InsuranceOnboarding #InsuranceBusinessTips #InsuranceMentorship #RidiculouslyAmazing
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Insurance Customer Service Tips for Balancing Sales and Service Like a Pro
07/21/2025
Insurance Customer Service Tips for Balancing Sales and Service Like a Pro
🎧 New Podcast Episode Alert! Insurance Customer Service Tips for Balancing Sales and Service Like a Pro 💼📞💰 Are you an insurance CSR trying to juggle stellar service and smart sales—without dropping the ball? 🎪 You’re not alone! In this episode of the Ridiculously Amazing Insurance Agent Podcast, we dive into the real-world strategies CSRs need to shine in service 💡 while maximizing sales opportunities 💸—all while keeping clients happy and loyal. ✅ What You’ll Learn: 🧠 How to start your day with a service-first mindset 👂 Why active listening unlocks hidden sales opportunities 🔧 Tips for resolving issues while planting seeds for future upgrades 😌 How to stay calm and adaptable under pressure 🤝 The power of teamwork and sharing success strategies 📚 How product knowledge fuels natural, helpful conversations 🏆 Why tracking your small wins builds long-term momentum 🚀 This episode is packed with actionable advice from our blog and our WOW Customer Service Training Program—designed to help you become a pro at balancing it all with ease and confidence. 🎙️ Whether you're new to the role or a seasoned CSR looking to grow, this episode will help you level up your daily performance and feel RIDICULOUSLY AMAZING at what you do! 👇 Listen now and unlock the skills to make every client interaction count! 🔥 Check Out Our Latest Blog: Top 10 Customer Service Skills for Insurance Agents to Master in 2025 🎉 Get Your FREE 🚀 Introducing our Wow Customer Service 2.0 📈 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 🤝 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. LEARN MORE: #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance #InsuranceCustomerService #InsuranceCSR #InsuranceAgentTips #CustomerExperience #InsuranceSales #WOWCustomerService #IndependentAgents
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Customer Service Ideas for Insurance Agencies: Retention Training Success
07/16/2025
Customer Service Ideas for Insurance Agencies: Retention Training Success
🎙️ In This Episode of the Ridiculously Amazing Insurance Agent Podcast: Customer Service Ideas for Insurance Agencies: Retention Training Success 🚀 Join us as we chat with Steve and Tanya from Gannon Insurance, celebrating 25 years in business on August 1st, 2025! 🎉 They share how retention training transformed their agency and boosted their customer service game in the hard market. ✅ What You’ll Learn: 💬 How to communicate clearly and ditch the insurance jargon 🤝 Building relationships by treating clients like friends and family 🔁 The power of proactive renewal reviews 💡 Offering life insurance as part of your retention strategy 🛠️ Adapting to new processes and leading your team through change 👏 How the role of an Office Manager helped streamline agency operations If you’re an independent insurance agent looking for fresh customer service ideas and proven ways to improve retention, this episode is for you! 🎯 👉 Don’t forget to like 👍, comment 💬, and subscribe 🔔 for more insurance agency growth tips! 🔥 Check Out Our Latest Blog: Top 10 Customer Service Skills for Insurance Agents to Master in 2025 🎉 Get Your FREE Perfect Insurance Service Call 🚀 Introducing our Wow Customer Service 2.0 📈 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 h 🤝 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. LEARN MORE: #InsuranceRetention #CustomerServiceTips #IndependentInsuranceAgents #InsuranceAgencySuccess #HardMarketInsurance #InsuranceLeadership #RetentionTraining
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Commercial Insurance Trends 2025: Future of Client Service Revealed
07/15/2025
Commercial Insurance Trends 2025: Future of Client Service Revealed
🎙️ Commercial Insurance Trends 2025: Future of Client Service Revealed 🔥 Ridiculously Amazing Insurance Agent Podcast | Agency Performance Partners 👋 Hey Insurance Agents! Are you ready to LEVEL UP your commercial insurance game in 2025? In this must-listen episode, Stephen, the Diva of Insurance from Agency Performance Partners, breaks down the biggest trends shaping the future of client service in the commercial insurance world. 💼🚀 🔍 What You’ll Learn: ✅ Why shifting from reactive service to proactive consulting is a game-changer ✅ How to leverage technology for smarter workflows and client satisfaction ✅ Using data-driven insights to better serve and retain commercial clients 📊 ✅ The power of sales and service collaboration for agency success ✅ Ways to evolve your service model and stay ahead of the curve in 2025 💡 💬 “It’s not just about working harder – it’s about doing the right things better.” – Stephen ✨ Whether you’re running a growing agency or looking to modernize your service experience, this episode is packed with practical advice, bold insights, and tools to help your agency thrive. 🎯 Agency Performance Partners offers the training, systems, and coaching you need to crush it in the modern insurance landscape. 👇 Don’t forget to like, comment, and subscribe for more ridiculously amazing content! 🔥 Check Out Our Latest Blog: Top 10 Customer Service Skills for Insurance Agents to Master in 2025 🎉 Get Your FREE 🚀 Introducing our Wow Customer Service 2.0 📈 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 🤝 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. LEARN MORE: #InsuranceAgents #CommercialInsurance #InsurancePodcast #AgencyPerformancePartners #InsuranceServiceTrends #InsuranceSuccess
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Customer Service Skills for Insurance Agents That Boost Daily Performance
07/14/2025
Customer Service Skills for Insurance Agents That Boost Daily Performance
🎧 Welcome to the Ridiculously Amazing Insurance Agent Podcast! 🔥 Episode Title: Customer Service Skills for Insurance Agents That Boost Daily Performance In this episode, we’re diving into the real day-to-day skills that set top insurance customer service reps apart in 2025. Whether you’re new to the role or looking to sharpen your edge, this one's for YOU! 🙌 📌 Perfect for: Independent insurance agents, CSRs, and anyone looking to elevate their client service game. 💡 What You’ll Learn in This Episode: ✅ How to kickstart your day for max productivity ✅ Listening with empathy and intent 🤝 ✅ Problem-solving like a pro—no jargon, no fluff ✅ Staying calm under pressure (even on those calls) 😌 ✅ Team collaboration that drives better results ✅ Tips to keep learning and leveling up 🚀 ✅ Celebrating your daily wins, big or small 🎉 ✨ Being a great insurance CSR is more than answering phones—it’s about connection, clarity, and confidence. This episode will help you thrive in your role and show up for clients like the ridiculously amazing agent you are. 💥 BONUS: We’ll also share a sneak peek into our WOW Customer Service Course—your go-to training to turn every interaction into a 5-star experience. 👇 Don’t forget to like, subscribe, and drop a comment below: ➡️ What’s your go-to customer service tip? ➡️ How do you stay positive under pressure? 🔥 Check Out Our Latest Blog: Top 10 Customer Service Skills for Insurance Agents to Master in 2025 🎉 Get Your FREE 🚀 Introducing our Wow Customer Service 2.0 📈 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 🤝 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. LEARN MORE: #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance #InsuranceAgents #CustomerServiceTips #InsuranceCSR #InsuranceTraining #InsuranceCustomerService #RidiculouslyAmazing #IndependentAgents
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Future of Personal Insurance Service: Must-Know Trends for Agents
07/08/2025
Future of Personal Insurance Service: Must-Know Trends for Agents
🎙️ Future of Personal Insurance Service: Must-Know Trends for Agents 🔮💼 In this episode of the Ridiculously Amazing Insurance Agent Podcast, we're diving into the emerging trends shaping the future of personal insurance service—and what independent insurance agents need to know to stay ahead in 2025 and beyond! 🚀 With rising premiums and evolving client expectations, it's time to level up how we serve our customers. 💡 🔥 Here's what you’ll learn: 📱 Why embracing self-service options is no longer optional 🤝 How freeing up time can lead to stronger client relationships ⚙️ The balance between tech and human connection ⏱️ Meeting higher expectations with faster response times 🧠 Why service team training should go beyond just tech and tasks 📄 Giving clients easy access to certificates, policies & answers 🔄 Creating space for more meaningful renewal reviews 🌟 This episode is all about helping your agency grow smarter—not just busier. Let’s serve better, connect deeper, and embrace the future of personal insurance service together! 🔔 Don’t forget to like, subscribe, and share with your team! 🔥 Check Out Our Latest Blog: Top 10 Customer Service Skills for Insurance Agents to Master in 2025 🎉 Get Your FREE 🚀 Introducing our Wow Customer Service 2.0 📈 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 🤝 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. LEARN MORE: #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance
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How to Write a CSR Job Description for Insurance Agencies That Drives Success
07/07/2025
How to Write a CSR Job Description for Insurance Agencies That Drives Success
🎙️ How to Write a CSR Job Description for Insurance Agencies That Drives Success 💼✨ In this episode of the Ridiculously Amazing Insurance Agent Podcast, we’re diving into how to create clear, impactful, and high-performing CSR job descriptions for your insurance agency! If you're looking to build a rockstar service team, it all starts with defining the role right. 🧠 💬 Here's what you'll take away: 📝 Why job descriptions and job postings aren't the same 🎯 How to gain team buy-in by clearly defining the CSR role 📌 What to include: mission, responsibilities, and performance expectations 🔁 Why job descriptions should be updated yearly to reflect agency changes 🧭 How a job description becomes a coaching and growth tool 💪 The power of pairing job descriptions with training programs like “Wow Customer Service” Whether you're hiring or refining your team’s structure, this episode gives you everything you need to set your CSRs up for success and drive agency growth. 📢 Don’t forget to like, comment, and subscribe to get more ridiculously amazing insights! 🔥 Check Out Our Latest Blog: Top 10 Customer Service Skills for Insurance Agents to Master in 2025 🎉 Get Your FREE 🚀 Introducing our Wow Customer Service 2.0 📈 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 🤝 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. LEARN MORE: #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance
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Elevate Your Insurance Customer Service
07/01/2025
Elevate Your Insurance Customer Service
🎧 Latest Episode: Online Training for Insurance Customer Service: What You Need to Know! In this episode of the Ridiculously Amazing Insurance Agent Podcast, we dive into the essential components of online training for insurance customer service reps (CSRs) and how it can significantly improve client satisfaction and retention. Whether you're hiring or training new team members, this episode has everything you need to elevate your insurance agency’s customer service to new heights. 🚀 What You’ll Learn: 🔍 Why Online Training for CSRs Matters: Understand the growing need for online training in today’s digital-first world. 💡 Effective Training Strategies: Learn how to engage your team with the best online training tools and platforms. 📊 Metrics for Success: Key performance indicators to track CSR progress and retention. 👥 Training for Growth: How to create personalized training paths to develop your team’s potential. 📝 Job Descriptions for Virtual Assistants: Tips on structuring job descriptions when hiring a virtual assistant to support your agency. 💬 Why It’s Important: Online training helps improve service consistency and builds a team that is equipped with the right tools to deliver exceptional client care. It empowers CSRs to handle calls, emails, and inquiries more efficiently, boosting customer satisfaction. Regular training updates ensure your team stays on top of industry changes and enhances productivity. 🎧 Tune in for actionable tips that will help you implement online training that works—whether for new hires or as part of ongoing staff development. 🔥 Check Out Our Latest Blog: Top 10 Customer Service Skills for Insurance Agents to Master in 2025 🎉 Get Your FREE 🚀 Introducing our Wow Customer Service 2.0 📈 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 🤝 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. LEARN MORE: #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance #InsuranceCustomerService #InsuranceAgents #OnlineTraining #CSRTraining #InsuranceAgencyGrowth #CustomerServiceExcellence #RidiculouslyAmazingPodcast #InsuranceTips #VirtualTraining #InsuranceLeadership #AgencyGrowth #InsuranceTraining
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Customer Service Skills for Insurance Agents You Need in 2025
06/30/2025
Customer Service Skills for Insurance Agents You Need in 2025
🎧 New Episode Alert! Customer Service Skills for Insurance Agents You Need in 2025 💼✨ Welcome to the latest episode of the Ridiculously Amazing Insurance Agent Podcast! 🚀 In this episode, we’re diving deep into the essential customer service skills every insurance agent should master in 2025. 🌟 With rising client expectations and rapid industry changes, building strong relationships and delivering consistent value is more important than ever. 🧠 Here’s what we cover: 🤝 Personalizing the client experience 🔍 Anticipating client needs before they ask 💬 Communicating clearly and empathetically 🚀 Being agile and responsive 📱 Simplifying tech for clients (without overwhelming them!) 📞 Following up with purpose 🧾 Conducting regular policy reviews 📚 Educating clients with valuable insights 🙌 Expressing appreciation consistently 💪 Instilling confidence in every interaction 🎯 Plus, we share training solutions agencies can use to level up their customer service game. 💬 Whether you’re a seasoned agent or just starting out, this episode is packed with tips to help you connect, retain, and truly WOW your clients in 2025 and beyond! 🔔 Don’t forget to subscribe, like, and share this episode with your team! 🔥 Check Out Our Latest Blog: Top 10 Customer Service Skills for Insurance Agents to Master in 2025 🎉 Get Your FREE 🚀 Introducing our Wow Customer Service 2.0 📈 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 🤝 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. LEARN MORE: #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance
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What Can a VA Do for Your Personal Lines Team? Discover the Benefits
06/24/2025
What Can a VA Do for Your Personal Lines Team? Discover the Benefits
What Can a VA Do for Your Personal Lines Team? Discover the Benefits 🚀 Ridiculously Amazing Insurance Agent Podcast: What Can a VA Do for Your Personal Lines Team? Discover the Benefits 🎧 In this episode, we dive into the powerful benefits of incorporating a Virtual Assistant (VA) into your insurance agency, specifically for personal lines teams. Outsourcing tasks can help your agency stay ahead, increase efficiency, and boost profitability! 💼✨ 🔑 What you'll learn in this episode: How VAs can take over service work (e.g., ID cards, endorsements, billing inquiries) Free up licensed agents to focus on sales and client relationships 💬 Increase team efficiency with task delegation (paperwork, renewals, claims follow-up) Why VAs are more than just cost-savers – they help with client retention and satisfaction 🤝 The key to VA success: clear processes, training, and automation tools 🛠️ Why outsourcing is a game-changer for personal lines teams: 🗂️ Task delegation: VAs handle paperwork, mortgage changes, renewal reviews, and more 🔄 Increased efficiency: Allow your team to focus on what really matters – building relationships and making sales 💡 Client retention: A VA helps maintain and enhance communication with your clients 📈 Profitability: Outsourcing tasks allows agents to be more productive and close more deals Want more tips? Visit Agency Performance Partners for resources to help your agency grow! 🌟 🔔 Don’t forget to subscribe for more Ridiculously Amazing Insurance Agent tips! 🎧 🔥 Check Out Our Latest Blog: How To Hire An Insurance VA https://bit.ly/41UscJs 🎉 Get Your FREE Top Questions To Ask Your VA Partner Before Signing A Contract https://bit.ly/4hkveg3 🚀 Introducing How to Onboard a Virtual Assistant https://bit.ly/4kpPDTA 📈 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 🤝 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. LEARN MORE: https://bit.ly/APP-Website #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance
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What Can a VA Do for Your Commercial Lines Team? Improve Efficiency Today
06/23/2025
What Can a VA Do for Your Commercial Lines Team? Improve Efficiency Today
🎙️ New Podcast Episode: What Can a VA Do for Your Commercial Lines Team? Improve Efficiency Today! 🚀 Are your licensed agents overwhelmed with administrative tasks? A Virtual Assistant (VA) can transform your commercial lines team by handling essential insurance processing tasks—freeing up your team to focus on growth and client relationships. In this episode of the Ridiculously Amazing Insurance Agent Podcast, we break down how a VA can streamline operations, improve efficiency, and reduce workload stress. 🔹 Here’s what we cover: ✅ The key benefits of outsourcing insurance processing ✅ 18 essential tasks a VA can take over for your team ✅ How a VA can help with certificates of insurance, policy checking, loss runs & more ✅ Steps to successfully onboard and integrate a VA into your agency ✅ Tools and processes to ensure seamless workflow 💡 Don’t let administrative tasks slow your agency down! Learn how a VA can help your commercial lines team operate more efficiently and serve clients better. 📌 Want to hire a VA? Check out our How To Hire an Insurance Virtual Assistant Process Pack for expert guidance. 🔥 Check Out Our Latest Blog: How To Hire An Insurance VA https://bit.ly/41UscJs 🎉 Get Your FREE Top Questions To Ask Your VA Partner Before Signing A Contract https://bit.ly/4hkveg3 🚀 Introducing How to Onboard a Virtual Assistant https://bit.ly/4kpPDTA 📈 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 🤝 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. LEARN MORE: https://bit.ly/APP-Website #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance #InsuranceVirtualAssistant #CommercialLinesVA #InsuranceProcessOutsourcing #InsuranceAgencyGrowth #VirtualAssistantForInsurance #InsuranceEfficiency #VAForInsurance #InsuranceWorkflow #CommercialInsurance #AgencySuccess 🚀
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How a VA Can Help Your Agency | Which Virtual Assistant is Right for You?
06/17/2025
How a VA Can Help Your Agency | Which Virtual Assistant is Right for You?
🚀 How a VA Can Help Your Agency | Which Virtual Assistant is Right for You? 🎧 Thinking about hiring a Virtual Assistant (VA) for your insurance agency? 🤔 In just 3 minutes, we break down the best VA options for agencies and how to choose the right fit for your needs! 🎯 📌 What You'll Learn: ✅ How VAs can support your agency with tasks like certificates, quotes, and call handling 📞 ✅ The best countries to hire VAs from (Philippines, El Salvador, India) 🌍 ✅ The difference between licensed and unlicensed VAs 🎓 ✅ How VA providers like Coverdesk offer specialized training & security 🔐 ✅ Why integrating a VA is a cost-effective & efficient move for your agency 💰 💡 Virtual Assistants are changing the insurance industry! Don’t get left behind—learn how to scale your agency with the right VA. 🔥 Check Out Our Latest Blog: How To Hire An Insurance VA 🎉 Get Your FREE Top Questions To Ask Your VA Partner Before Signing A Contract 🚀 Introducing How to Onboard a Virtual Assistant 📈 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 🤝 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. LEARN MORE: #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance
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Getting Your Agency on Track with a VA: Tips for Success
06/16/2025
Getting Your Agency on Track with a VA: Tips for Success
🚀 Getting Your Agency on Track with a VA: Tips for Success | Ridiculously Amazing Insurance Agent Podcast 🎧 Are you ready to take your insurance agency to the next level with a Virtual Assistant (VA)? 🏆 In this episode, we break down the step-by-step process to onboard a VA successfully—so you can delegate effectively, increase productivity, and keep your agency running smoothly! 📌 What You'll Learn: ✅ How to assess your agency's needs before hiring a VA ✅ Best practices for onboarding and training your VA 🎓 ✅ Setting clear expectations and communication strategies 💬 ✅ How to ensure team buy-in and collaboration 🤝 ✅ Tracking VA performance for long-term success 📈 👉 Don't miss this game-changing discussion! Whether you're hiring your first VA or looking to improve your current processes, this episode has practical insights to make it happen. 🔥 Check Out Our Latest Blog: How To Hire An Insurance VA https://bit.ly/41UscJs 🎉 Get Your FREE Top Questions To Ask Your VA Partner Before Signing A Contract https://bit.ly/4hkveg3 🚀 Introducing How to Onboard a Virtual Assistant https://bit.ly/4kpPDTA 📈 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 🤝 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. LEARN MORE: https://bit.ly/APP-Website #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance
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Insurance Agency Support Staff Transformation with APP’s Star VAs
06/11/2025
Insurance Agency Support Staff Transformation with APP’s Star VAs
🎙️ New Episode of the Ridiculously Amazing Insurance Agent Podcast! Title: Insurance Agency Support Staff Transformation with APP’s Star VAs Are you ready to revolutionize your insurance agency’s support system? In this powerful episode, we’re diving deep into how virtual assistants (VAs) can elevate your agency’s performance — straight from the voices of our star VAs, Louis and Michelle, from the Philippines! 🇵🇭✨ 💡 What’s Inside This Episode? Discover how Agency Performance Partners has built a strong, values-driven virtual team that supports and empowers insurance agencies across the U.S. 👥 Featuring: Louis – 7+ years with APP, the definition of loyalty and leadership Michelle – 4+ year in, already making a huge impact! 📌 Key Highlights: 🔍 A personal touch in the VA hiring and onboarding process 💼 Insight into daily roles and how support staff drive agency productivity 🌎 Why VAs are treated equally as US-based team members — same culture, same perks! 🧭 The importance of quick decision-making and cultural awareness in managing a global team 🛠️ How a polished agency workflow helps VAs thrive 🤝 The power of open communication and engagement for long-lasting VA relationships 🎯 The role of the team lead in keeping everything running smoothly. Whether you're just exploring the idea or already managing a VA team, this episode is packed with actionable tips and heartfelt insights. Don’t miss it! 🔔 Like, Comment & Subscribe for more Ridiculously Amazing episodes! 🔥 Check Out Our Latest Blog: How To Hire An Insurance VA https://bit.ly/41UscJs 🎉 Get Your FREE Top Questions To Ask Your VA Partner Before Signing A Contract https://bit.ly/4hkveg3 🚀 Introducing How to Onboard a Virtual Assistant https://bit.ly/4kpPDTA 📈 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 🤝 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. LEARN MORE: https://bit.ly/APP-Website #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance #InsuranceAgencySupportStaff #InsuranceVirtualAssistant #AgencyPerformancePartners #InsuranceVA #InsuranceAgencyGrowth #IndependentInsuranceAgent #InsuranceHiring #VirtualAssistantTips
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Does Your Agency Need a VA? How Virtual Assistants Can Help
06/10/2025
Does Your Agency Need a VA? How Virtual Assistants Can Help
🎙️ 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 💁♀️ to dive deep into the world of Virtual Assistants (VAs) and how they can transform your insurance agency. 💼✨ If you're overwhelmed with admin tasks or struggling to scale your operations, this episode is a must-watch! 💡 In this episode, you'll learn: 🔹 Why hiring the right VA can be a game changer 🔹 How a VA can save your agency time and boost team productivity 🔹 The importance of training VAs in insurance systems 🧠 🔹 Key traits to look for: attention to detail, reliability, and cultural fit 🔹 Why clear expectations and onboarding processes are crucial 🔹 Tips on choosing a VA company with training, supervision, and quality control 🔍 🔹 How to make your VA feel like part of the team 🤝 🔹 Where to get help building a VA plan & SOPs – hint: Agency Performance Partners can help! 🚀 👀 Ready to find the right VA and start scaling your agency like a pro? 👉 Watch now and discover how to build a ridiculously amazing support system! 👍 Like, Comment, and Subscribe for more game-changing strategies for insurance agents! 🔥 Check Out Our Latest Blog: How To Hire An Insurance VA 🎉 Get Your FREE Top Questions To Ask Your VA Partner Before Signing A Contract 🚀 Introducing How to Onboard a Virtual Assistant 📈 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 🤝 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. LEARN MORE: #InsuranceAgent #VirtualAssistant #InsuranceAgencyTips #InsuranceVA #AgencyPerformancePartners #RidiculouslyAmazing #IndependentAgents #InsurancePodcast
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