Download or read book Insurance Agency Optimization written by Scott Grates and published by . This book was released on 2019-05-20 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: Insurance Agency Optimization was written by a multi-line insurance agency owner, for multi-line insurance agency owners. It was written to help agency owners understand that they are not alone. The reality is almost nobody who owns an insurance agency ever planned on owning an insurance agency. Once upon a time I was a highly successful salesperson, or sales manager, or corporate executive or somebody special in some other field. Then, I got sick of working for somebody else and I thought it would be awesome to own my own business, create my own schedule, make tons of money, travel the world and golf a lot. So I opened my own insurance agency. The problem is insurance agency owners who jumped into this industry during the 21st century have a much different looking opportunity than those who came before them. It's still a tremendous opportunity, but the rewards aren't realized until several years of dues are paid. This book was written to save agency owners time and money as an alternative to present day trainings and seminars which offer quick fixes, silver bullets and shortcuts to success; none of which exist. Insurance Agency Optimization uses simple, easy to understand mindsets, systems and processes which have worked in all sales industries since the beginning of time. This book focuses on the common denominators all successful agencies share. Readers will learn to consistently focus on daily disciplines which increase levels of health, happiness and overall productivity. You'll be given the essential mindset required to win each moment so you can win every day. And it will provide you and your teams with the tools required to dominate your market and ultimately work so efficiently your competition cannot even be compared to you. The insurance business is simple, but it's certainly not easy. You recruit, hire, train, educate and continuously motivate highly productive team members. You get to know your prospects by having conversations which uncover needs and then you offer the best possible solutions to satisfy those needs. Sounds simple, but again...it's not easy. This book was written and The Positive Impact Club was developed to make your life as the proud owner of a multi-line insurance agency much easier and will put you and your team on the right path to: Recognize and optimize every customer opportunity within every interaction each and every day Stand above and ultimately eliminate your competition Create a winning office culture with personal and team accountability Plan, prepare, track and ultimately WIN every day Implement a simple, repeatable sales processes to uncover multiple customer needs within one relaxed conversation EARN more referrals, ELIMINATE wasted marketing dollars and RETAIN more customers than ever before Become the happiest, healthiest and most productive version of yourself Perhaps you didn't fully understand what you were jumping into when you opened your insurance agency. And chances are you often times feel overwhelmed, confused or frustrated. The good news is you are not alone. The better news is there are proven ways to improve your results spelled out in this book. The best news is, this book will show you how to close the "knowledge/action gap." It's great to know things, but without action knowledge is useless. Insurance Agency Optimization will challenge you to take one, two or three key components that best suit your agency and implement them immediately. The strategies shared in this book are proven to work and grow your business regardless of where you are today. After reading Insurance Agency Optimizationand joining The Positive Impact Club the only regret you'll have is that you didn't know all of this sooner!

Download or read book The Digital Life Insurance Agent written by Jeff Root and published by . This book was released on 2016-07-19 with total page 194 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the history of selling life insurance, the most exciting, profitable time to be doing it is right now. The advances in technology and the shifts in consumer behavior and psychology have redefined what it means to build a successful, long-term life insurance business. The Digital Life Insurance Agent is the essential guide for life insurance agents of all skill levels to transition into the digital age. This book outlines the steps new agents need to take in order to get their business up and running, and will also help experienced agents who want to transition their business online. The Digital Life Insurance Agent provides a roadmap to building a predictable lead flow using online prospecting techniques, training on how to sell over the phone and basic training to get newer agents set up. If agents have the desire to change and the discipline to make it happen, the end result of executing the strategies outlined in this book will leave agents with a marketing machine that generates leads at all hours of the day, regardless of if the agent is sitting at the office, or on a beach!

Download or read book Agents of Change written by MR John M Tate and published by . This book was released on 2017-02-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: In this engaging and easy-to-read book, follow along with fictional insurance agency owner, Jim Wakefield, as he fights to keep his struggling small business afloat. Slowly and surely, he discovers not only how to find more customers, but also how to retain them for the long-term through loyalty-generating marketing initiatives. During his year of eventual marketing mastery, Jim and his team bond closely as they overcome significant odds to reach a point of growth and sustainability. For clarity, the authors step in at the end of each chapter to provide further explanation and free valuable resources to help you attain the same success as Jim in your own hometown insurance agency...or any other business. The discoveries of fictional agency owner, Jim, and his team are factual and footnoted, and matching results from his activities can be found in hundreds of individual successes that Agency Marketing Machine has helped to produce for clients.

Download or read book Shift written by Jeremiah Desmarais and published by Morgan James Publishing. This book was released on 2017-06-09 with total page 225 pages. Available in PDF, EPUB and Kindle. Book excerpt: Insurance agents and financial advisors are being taught outdated marketing and sales strategies to grow their businesses. Cold calling, seminars, online leads, networking groups and display ads are showing less returns. At the same time, according to Google, every 5 seconds someone is searching for a financial or insurance product to meet their needs, yet most agents are unaware of how to reach this growing market. Shift is a compilation of exclusive, rarely-before-seen techniques, strategies and best practices used right now to increase sales exponentially using digital marketing. These are not taught in magazines, books or courses today simply because most people won’t share them. Jeremiah has used these concepts to train over 100,000 agents in over 51 countries including the US, Canada, Japan, Switzerland, the Caribbean and South Africa. Using his years of success stories and behind-the-scenes access to the frontlines of what’s working now, Jeremiah has been part of teams that have generated over two million leads in the insurance space, leading to over $300,000,000 in commissions paid out. He has documented the most inspiring, entertaining and duplicatable techniques his teams and front line advisors are using TODAY to SHIFT industry thinking to solve these problems.

Download or read book How I Built a 37 Million Insurance Agency in Less Than 7 Years written by Darren Sugiyama and published by Lulu.com. This book was released on 2011-03-01 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: Darren Sugiyama, nationally known author and business consultant has disclosed the secrets of his insurance industry success. His story will amuse and inspire you to take your company to the next level. Proven results...every time!

Download or read book The Referral Engine written by John Jantsch and published by Penguin. This book was released on 2010-05-13 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: The small business guru behind Duct Tape Marketing shares his most valuable lesson: how to get your customers to do your best marketing for you. The power of glitzy advertising and elaborate marketing campaigns is on the wane; word- of-mouth referrals are what drive business today. People trust the recommendation of a friend, family member, colleague, or even stranger with similar tastes over anything thrust at them by a faceless company. Most business owners believe that whether customers refer them is entirely out of their hands. But science shows that people can't help recommending products and services to their friends-it's an instinct wired deep in the brain. And smart businesses can tap into that hardwired desire. Marketing expert John Jantsch offers practical techniques for harnessing the power of referrals to ensure a steady flow of new customers. Keep those customers happy, and they will refer your business to even more customers. Some of Jantsch's strategies include: -Talk with your customers, not at them. Thanks to social networking sites, companies of any size have the opportunity to engage with their customers on their home turf as never before-but the key is listening. -The sales team is the most important part of your marketing team. Salespeople are the company's main link to customers, who are the main source of referrals. Getting them on board with your referral strategy is critical. -Educate your customers. Referrals are only helpful if they're given to the right people. Educate your customers about whom they should be talking to. The secret to generating referrals lies in understanding the "Customer Referral Cycle"-the way customers refer others to your company who, in turn, generate even more referrals. Businesses can ensure a healthy referral cycle by moving customers and prospects along the path of Know, Like, Trust, Try, Buy, Repeat, and Refer. If everyone in an organization keeps this sequence in mind, Jantsch argues, your business will generate referrals like a well-oiled machine. This practical, smart, and original guide is essential reading for any company looking to grow without a fat marketing budget.

Download or read book So You Want to Be an Insurance Agent Third Edition written by Jeff Hastings and published by Chart House Press. This book was released on 2013-07 with total page 274 pages. Available in PDF, EPUB and Kindle. Book excerpt: There is more to selling insurance than writing policies. When done right, you can build a successful business that affords you a lifestyle most people only dream about. Why try to figure it out on your own when you can learn from someone who has already been there and done that? Jeff Hastings knows insurance, and he knows how to build a profitable business. Since starting as a file clerk with Farmers Insurance Group in 1985, Jeff has built an extraordinary business, consistently receiving top awards, including District Manager of the Year in 2005. He and the agents in his district have achieved phenomenal success, and now he shares the keys to their success with you. Many of the business tools you will need are included such as licensing guidelines, a business plan, employment contracts, an employee handbook, business forms and more. If you are serious about building your own insurance agency, So You Want to Be an Insurance Agent gives you a complete system to develop, manage and grow your business.

Download or read book Power Position Your Agency written by Troy Korsgaden and published by eBookIt.com. This book was released on 2014-09-05 with total page 109 pages. Available in PDF, EPUB and Kindle. Book excerpt: New York Times Bestseller! Are you working too many hours for too few clients? Does it seem that you do more paperwork than peoplework? Will you spend more hours on the road than in front of people this year? Whether your agency is big or small, if you answered yes to any of those questions, you need more than an adrenaline boost! You need a shot of strategies to wake things up and put you on the path to success fast! - How to get appointments with 10 clients every day - How to find qualified clients and get them to come to you - How to get clients in and out of your office in 30 minutes-or less! You'll also discover how to ramp up for success with something you already have, but probably overlook, why some clients don't make sense for your agency, and what you need for an effective sales pitch. Get the help you need by putting Troy Korsgaden on your side. His strategies have made a difference for the thousands of agents who have attended his seminars across the country. They can make a difference for you too!

Download or read book Starting an Insurance Agency from Scratch written by Kimm Hackett and published by . This book was released on 2018-03-30 with total page 197 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Entrepreneurial Leadership written by Joel Peterson and published by HarperCollins Leadership. This book was released on 2020-04-21 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make a lasting impact by launching new initiatives, inspiring others, and championing innovative approaches with this from-the-trenches guide by trusted executive mentor, entrepreneur, and leadership expert Joel Peterson. Many leaders see their roles as presidents/managers, with a primary focus on keeping results consistent with past performance and on budget. These kinds of leaders make important contributions but rarely leave a mark on the businesses they serve. For those wanting to make a lasting impact, new skills are required. Joel Peterson calls these higher-level leaders “entrepreneurial leaders,” and they create durable enterprises that deliver on their promise. After three careers and demanding roles as CFO, CEO, chairman, lead director, adjunct professor, founder, author, entrepreneur and investor, Joel Peterson is often sought as a mentor and coach by leaders and aspiring leaders. He has worked with all types of leaders and considers the entrepreneurial leader to be the highest level of influence. In Entrepreneurial Leadership, Peterson lays out a path to achieving this summit with a series of leadership maps organized around the four essential basecamps: Establishing Trust Creating a Sense of Mission Building a Cohesive Team Executing and Delivering Results These core philosophies, while easy to summarize, can be extremely difficult to implement. This book of maps and mindsets is aimed at those who hope to lead others, help them achieve their best, break new barriers, change the status quo, create a legacy, develop a brand, and enjoy a life-altering experience. Let Entrepreneurial Leadership guide you on your journey.

Download or read book The Breakthrough Insurance Agency written by Bart Baker and published by . This book was released on 2015-05-01 with total page 142 pages. Available in PDF, EPUB and Kindle. Book excerpt: You're in the insurance business, and you're searching for a breakthrough. Maybe you're a new agent and feel overwhelmed by the task ahead of you. Or maybe you've already been in the business for several years, and you're doing pretty well, but you've hit a plateau. Whatever the case, you're looking for a way to put your business on the path to continuous growth. If this sounds like you, you're in the right place. The Breakthrough Insurance Agency shows you how to build a successful agency from the ground up. Moreover, it gives you the keys to break out of the stagnation rut many agents fall into after they're established. Using his acclaimed agency-building process, top insurance agent Bart Baker walks you through the ten key steps of creating an agency that give you the results you've been dreaming of. You'll learn how to set a powerful vision for your business, fund continuous growth, maximize your success with the 3M Breakthrough System and the Gap Elimination Process, set up departments that work, structure a compensation plan that serves you and your employees, and ultimately transform your agency from a quote shop into a referral shop. It doesn't matter what stage of the game you're at. As long as you are truly motivated to create a bigger and better future for yourself, you can shave years and years off of your journey to getting you and your family to where you aspire to be. The Breakthrough Insurance Agency will show you how to make it happen."

Download or read book Interviews With Top Producing Insurance Agents written by David Duford and published by Createspace Independent Publishing Platform. This book was released on 2018-08-06 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Best Way To Become A Top Producing Insurance Agent... Is To LEARN From A Top Producing Insurance Agent! Are you a new or struggling insurance agent? Are you in search of guidance and direction on how to have an enormously successful career in selling insurance? If so, Interviews With Top Producing Insurance Agents will show you - by example - how 13 six- and seven figure earning insurance agents from a variety of insurance sales backgrounds not only achieved success, but continually sustain success, year after year! You'll get the truth on what it takes to become successful, how to deal with the trials and tribulations that come with selling insurance, and how to position yourself as an individual with value, so you will attract more insurance business. Dave Duford interviews top producing insurance agents and agencies from the following insurance niches: final expense, Medicare Supplement sales, large -employer employee benefits, annuity sales, disability insurance, selling insurance telephonically, and much more. If your goal is to improve your results selling insurance, no matter what type you sell, then this candid, "over the shoulder" interview into the details of top producing agents will help you immensely.

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Download or read book The Insurance Xperience written by Matt Brown and published by Matt Brown. This book was released on 2011-06 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides young insurance professionals with a road map to success! It teaches young insurance professionals how to develop the right mindset, how to set and accomplish goals, increase productivity, how to engage prospects effectively, how to network and connect with others, and much more! This book is a manifesto of ideas, strategies, principles and techniques for helping young insurance professionals join the top 10% of their colleagues faster than ever imagined, as well as improve their insured's insurance experience! This information should be taught in EVERY AGENCY.

Download or read book How to Start Your Own Successful Insurance Agency written by Scott Robertson Cpcu and published by . This book was released on 2010-05 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a step by step instruction manual on the nuts and bolts of how to start your own insurance business. It goes beyond a business book by relating the personal side of starting a business, its effect on family and home life. There are useful tips for a beginners as well as the most seasoned veteran producer about how to get started on the right foot and make it to profitability in the shortest amount of time possible. This book is based on the writer's successful experience in setting up his own agency and making a family business work.

Download or read book Medicare Blueprint written by Jason Mackey and published by . This book was released on 2017-03-20 with total page 152 pages. Available in PDF, EPUB and Kindle. Book excerpt: Since its creation in 1966, Medicare has been a source of medical coverage for millions of Americans--and also a source of confusion. With so many different "plans" and "parts," it's easy to feel overwhelmed as you sign up for Medicare.Authors and insurance advisors Tim Hanbury and Jason Mackey hope to clear up the muddled world of Medicare in Medicare Blueprint. Inside, you'll discover how to:*sign up for your benefits at the right time;*choose the best plan based on your unique situation;*solve the "gaps" in Medicare coverage;*take charge of your benefits;*partner with a local expert to answer questions and solve problems; and*save thousands of dollars by making the best choices now.By learning the facts about Medicare, you can be sure to make an informed decision on a plan that maximizes your benefits and protects your well-being.

Download or read book Secrets of Successful Insurance Sales written by Jack Kinder and published by . This book was released on 2007-05-11 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Kinder Brother^s "how-to" guide for successful client building. This is a must for all Sales Professionals. This book on sales has been specifically written for those in the field of insurance sales. Using illustrations and examples collected over a life time spent training people in the field of insurance, Jack and Garry give you the disciplines, the techniques, the concepts and the process of achieving success in the field of insurance selling. This is a practical book to be applied in the field. You will get immediate results from the techniques explained in this fantastic book.