18 Processes To Make Your Insurance Agency Successful

Written by John F. Carroll on . Posted in Podcasts

Insurance Marketing with John Carroll - PodcastIn 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.

Right Click Here to Download the MP3

Resources mentioned in this podcast include:

  1. 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,

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John F. Carroll

John F. Carroll is the founder and CEO of InsuranceSplash. For years, John has consulted insurance agencies with internet marketing and sales strategy and he is dedicated to making insurance marketing easy and effective for all insurance agents. If you're an agent, connect with John on LinkedIn, he wants to connect with you!

Comments (5)

  • Rebecca Reed


    I was just working on the processes for my position (as a template for all others); your new podcast came up in my newsfeed in perfect timing! A few items you listed that I didn’t have on my brainsotrming chart! Our whole brokerage loves your content – so relevant. Keep it coming!


    • John F. Carroll


      Very glad to hear! Thanks for the feedback and your kind words! Make sure to check out the article that inspired this podcast for more ideas if you didn’t already. There’s a link to it above. Thanks!


  • Robert Wayne


    Hi John, great post. I used to work for a life insurance and annuity brokerage firm and the sales manager used to tell his sales team to put a mirror next to their phones, and to always smile when they were talking on the phone to a customer. He asked them to try it for a week and they said their sales jumped tremendously because your smile comes across over the phone–it’s contagious.


    • John F. Carroll


      That’s a great tip. Thanks for sharing. I used to work with a woman that did that too and it was months before I understood why. That whole time I just thought she was incredibly vain! Thanks Robert!


  • Joe Moore


    Hi John,

    It is a great podcast, thanks. Many agents would say that they don’t have time for writing down their agency operational guidelines. One thing people need to realize is that success does come because you do one thing right. You have to get most things right to be successful. When you tweak every little detail in your operation those changes make a real difference at the end.

    Developing an eye for improvements is essential. And looking at those processes makes you consider how else you could do things. Furthermore, it allows you to communicate with your partners and employees better. Actually, you could ask different departments to prepare these process for their department and discuss it with them to make sure you are all on the same page.


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