Planet of the Agents Insurance Podcast

Planet of the Agents Insurance Podcast

The Ultimate Insurance Agents podcast for the property and casualty insurance industry. Grow your agency, retain clients, compete in the modern world.

Episodes

April 29, 2021 20 min
In this episode we talk about the 777 growth method for an insurance agent to reconnect with old leads, work on cross selling, and make new contacts to help from the insurance agency. Remember to join the newsletter at planetoftheagents.com to get the 777 worksheet to download as you work on this project.
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Insurance agents need to integrate some technology into their businesses to generate new business and stay in touch with current clients. In my interview with Justin Lair from Agency Revolution, we will discuss how their software can help you and important things to consider if your marketing.
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Insurance agents have so much opportunity in both personal lines and commercial lines right now. Things are always changing, but when one door closes another opens. It's up to you go go through it.
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February 16, 2021 23 min
There's a good chance that you are frustrated with getting quotes and the various processes. I'll tell you what I found in a recent comparison and how I made a a simple road map to make things more efficient.
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How much time do you really spend focused on retention versus getting new clients? It's often said that it's easier and less expensive and for a insurance agency to retain a client that to obtain a new one.
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Being proactive in with your insurance agency clients can save you time, headaches, and help you retain your clients. Retention is a big part of the insurance industry, so make sure that you are focused on it.
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The crowd of insurance agents, insure techs, and other companies is growing. Do you stand out in the crowd or will you fade off into the background?
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Big data is a popular keyword today, but your small data can help your insurance agency sell more insurance. Think about the opportunities that you have from your current client database. Insurance agents can look within before seeking new clients
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In this last episode of the season, I'll talk about some of what has changed in 2020 and planning for 2021.
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Adding phone and email scripts to your insurance agency can make your insurance agents and CSRs more efficient.
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2020 has changed the insurance agency business. Are walk-ins coming back? Are people going to work from home forever? In this episode I review so much of what has happened and what is here to stay.
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Insurance agencies are competing against some of the same companies that they sell, thanks to something called omni channel distribution. In this episode we will discuss what it means and how it affects you.
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The easiest to quote and sell policies are going online more and more. Insurance agents need to distinguish themselves. Will personal lines be sold by agents in the future or is everyone headed towards commercial.
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September 22, 2020 30 min
Personal Lines Insurance agents are practically asking to be replaced by online services by not being available for their clients. How often do you use the "out of office" reply in your business? If you are not there, then your clients may not be there anymore either.
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As an insurance agent or insurance agency owner, you need a marketing plan. We cannot just depend on the old ways of doing business to bring clients through the door. In this episode, I'll review 3 simple steps to start a marketing plan.
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September 8, 2020 26 min
SOPs are standards operating procedures. Whether you call it a check list, SOP, or guideline, your insurance agency needs a system in place to maximize efficiency, make training easier, and to reduce the risk of errors. In this episode, we will discuss the 3 minimum ones that you need.
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September 1, 2020 26 min
Do you have SOPs at your agency? Do you know what S.O.P means? It means Standard Operation Procedures. If you do not have them, you should look into implementing them.
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August is great time to reflect on your insurance agency business and make plans. I am taking a hiatus in August to work on some other products, but first, let me leave you with some things to think about in your insurance business.
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July 14, 2020 40 min
If you are buying leads, are you getting a good return on your investment? In this episode we talk about the basics of understanding the ROI on your leads as well as focusing on a specific type of lead.
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You need to set goals to develop a path forward and a way to analyze what you have done. In this episode will discuss two key types of goals and how to make a plan.
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