Ready to learn how to turn a potentially frustrating conversation about increased rates into more opportunities? In today’s episode, we are getting into the delicate art of handling insurance rate increase calls with grace and empathy. We share our step-by-step process to turn potentially contentious conversations into opportunities for education and understanding. We know how hard rate increase calls can be and by popular demand, we are here to share what has helped us gain the trust of our customers and reduce the stress for our agents.  HIGHLIGHTS 01:45 Bridging the communicatio ..read more

Have you ever tried to be a customer of your own agency? Have you ever tried to experience your agency as an employee? Today we are talking about the importance of the 360 degree view we should be taking of our business and how utilizing technology could really help streamline and elevate the experience from all aspects. Kiki Johnson is an expert at explaining the key to achieving your goals by selecting tech that could help increase sales and retention without adding undue burdens on the agency.  We were blown away by our conversation with Kiki and we can’t wait for you to listen to this ..read more

What is your daily non negotiable? If you are unsure what you are or what they should even be or if you have the right non negotiable in place this whole episode was created for you. We are really breaking it down in today’s episode to inspire you to ask the right questions to gain the clarity you need to win! So thank you for joining us as we very passionately dive into our BIG 3 daily non negotiables created to set our team up for success! HIGHLIGHTS 03:00 That secret sauce to become the agency with the most wins! 04:00 How to lead with clarity and set your team up for success. 05:00 Daily ..read more

Next level success and scaling your business while keeping your sanity is going to take delegation! Ulyanna Chung is back on the show and she knows her stuff when it comes to fully being in your zone of genius as a CEO and managing not one but TWO successful agencies. She got real with us about some of the struggles of that transition and scaling up - things like adding that extra management layer when you've got more people to lead. She also shared some awesome nuggets like fostering your culture, including when you have remote employees, and what you need to be delegating in order to empower ..read more

Ready for my script for delivering price? It’s that time for another BUZZ BEAT and in this episode, I’m answering a question I get from you all the time - How do I deliver price when I’m more expensive? In this industry, we know our job isn’t to save the customer money, we’re here to give them the coverage and peace of mind they need! When we’re providing more it’s often going to also mean they’ll need to invest a little more. In this episode, I take both scenarios (whether you’re going to increase their investment or save them money) and show you simple techniques to deliver price in a way th ..read more

Would you be ready if you had the opportunity to double the size of your agency tomorrow? This episode is full of so many lessons from our incredible guest Scott Smith on scaling and developing your team no matter the size to get next level results! Scott gives a peel behind the curtain of his experience DOUBLING his agency from one to two locations and how he's managed the growth. From the formula he uses to track sales activities to a masterclass on hiring and developing new producers from within - this 30 minutes is packed with strategies to scale your agency, motivate your team, and recrui ..read more

Want to fill your calendar with appointments and ACTUALLY have customers show up? Whether you’re looking to master the art of appointments from start to finish yourself, or help your team see more success - this episode shares 3 keys to having more successful appointments! We’rel breaking down how to incentivize your team to book more appointments, the optimal time to schedule appointments in advance, PLUS tips and scripts to master your confirmation process so your clients don't flake.  HIGHLIGHTS Should I incentivise my team and pay for appointments set or held? The optimal time to sch ..read more

What if you and your team could work a 4 day work week and get BETTER results? In this episode, we’re joined by Ashley Himes and let me tell you, we speak the same language on the power of caring about your team and their wellbeing, why consistent training is a MUST, and how to reframe what you do as a producer - offering VALUE, not savings. Ashley breaks down the specific things she does to run her agency on a 4 day work week, allowing her team to have unlimited time off, and keeping them accountable so they get results and the benefits she offers aren’t taken advantage of.Stay tuned to the e ..read more

Get ready for our BEST STRATEGIES for having courageous conversations with your clients about Life Insurance! We've helped thousands of agents transform their businesses and this episode is full of practical tips for bringing up life insurance in a way that educates and provides real value, especially for client’s that are concerned about investing in peace of mind when money is tight. Tune in to better understand the true benefits of Life Insurance so you can help your customers have that peace of mind and plan for their families future. HIGHLIGHTS 02:15 How do you bring up Life Insurance wh ..read more

What challenges are you running into with attracting and retaining top talent in the insurance industry? As business owners and leaders, the old school top-down leadership style just isn't going to cut it anymore. We’re here to share expert tips and why you shouldn’t underestimate the power of communication, vulnerability, and genuinely caring for your people. We'll give you actionable strategies for building connection through meaningful one-on-one conversations, providing flexibility, and collaborating as a team. HIGHLIGHTS 09:00 Why leaders today need to focus on emotional intelligence.&nb ..read more