18 Processes To Make Your Insurance Agency Successful

In this 19th episode of Insurance Marketing with John Carroll, I share 18 processes to make your agency more efficient and successful.

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Listen to this episode to find out:

• Why establishing processes in your agency can make the difference between succeeding and failing.
• What factors should be considered for developing a sales process.
• What should be included in your referral process?

• An alternative description of your policy review process that can get more clients engaged.
• How additional touches with prospects can improve your re-quote process.
• Why your renewal process should place priority on certain clients and customers.
• The process that, if established in your agency, can prevent you from facing a prospect.
• Questions to ask about your current telemarketing process.
• Endorsement and billing customer service process considerations.
• How processes reduce stress and improve your producers’ abilities to customize their sales approach more easily.

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Resources mentioned in this podcast include:

Article featuring all the different agency processes mentioned in this episode
If you got an idea or two you can use from this podcast and want to say thanks, click here to leave a 5 star review on iTunes. Every time I get another 5 star review I give my daughters both a big hug. Outside of those times I don’t ever hug them so…

Hope this helps,
John