Boosting Life Insurance Sales: Practical Strategies for Insurance AgentsIn this episode of Agency Launch, Matt Deon addresses the challenges that insurance agents face in selling life insurance policies. He emphasizes the importance of initiating conversations about life insurance with every customer quote. Matt provides a practical strategy to include a 10-year, $150,000 term life insurance quote with every single quote, ensuring that life insurance becomes a part of the discussion. He elaborates on how to train teams, hold them accountable, and create habits that will lead to increased life insurance sales. For additional resources, listeners are encouraged to text Matt and access a curated repository of free educational content.00:00 Introduction to Agency Launch00:20 Free Resources for Insurance Agents00:43 Challenges in Selling Life Insurance01:02 The Importance of Asking for Life Insurance01:55 Implementing a System for Life Insurance Quotes03:42 Engaging Clients in Life Insurance Conversations05:32 Building a Habit and Accountability07:53 Conclusion and Contact Information
Mastering Social Media for Insurance Agents with David DenningIn this episode, Matt interviews David Denning, co-founder of Jumpstart Go, to discuss the importance of social media for insurance agents. They cover best practices for organic social media, the significance of understanding your Ideal Client Profile (ICP), and the value of personal connection in business growth. David shares his journey from marketing consulting to focusing exclusively on the insurance industry and provides actionable steps for leveraging Facebook, creating engaging content, and overcoming the fear of video. The episode also explores the integration of AI in content creation and offers valuable insights into maximizing social media efforts for better client engagement and business growth.00:00 Introduction and Guest Welcome00:30 David Denning's Origin Story02:33 Transition to Insurance Marketing05:27 Social Media Strategies for Agents19:04 The Importance of Personal Branding23:37 Active Engagement Strategies24:30 Common Mistakes Agents Make25:13 Maximizing Personal Profiles26:06 Transitioning Engagement to Business28:50 Avoiding Fear-Based Tactics32:09 Leveraging AI in Social Media38:17 Jumpstart Programs for Agents42:44 Connecting with David Denning43:39 Final Thoughts and Farewell
Maximizing Your Agency's Potential: The Power of Willingness and CapabilityIn this episode, host Matt Diet delves into the crucial aspects of running a successful insurance agency, including staffing, sales, marketing, and retention. Matt shares his excitement about launching his first physical product, a training deck of cards, which encapsulates his entire course. He emphasizes the importance of willingness and capability in achieving success, illustrated by a story of an agent who successfully leveraged mortgage broker connections. Matt advises listeners to challenge themselves to reach their full potential and not shy away from asking for business. He concludes with a motivational call to action for agency professionals to maximize their capabilities and continually ask for opportunities.00:00 Introduction to Agency Launch00:17 Exciting New Product Launch01:19 Coaching Session Insights07:52 The Power of Asking09:22 Maximizing Your Capabilities10:58 Conclusion and Final Thoughts
Building Habits for High-Performing Insurance AgenciesMatt Deon discusses the importance of developing effective habits within an insurance agency. He emphasizes the need for habitual actions in sales, quoting, and customer service, especially for new staff. Matt highlights specific habits such as including life insurance quotes with every quote, setting measurable daily quote goals, avoiding emailing quotes without client interaction, and leading customer service with a 'yes' mentality. He also announces the launch of his first physical product, initially available to his texting community.00:00 Introduction to Agency Launch00:25 Exciting New Product Launch01:00 The Importance of Habits in Your Agency01:52 Setting Expectations for New Staff03:20 Essential Habits for Producers06:59 Best Practices for Customer Service Representatives09:51 Cross-Selling Strategies12:18 Enforcing Expectations and Building a High-Performing Team13:29 Conclusion and Contact Information
Maximizing Your Insurance Agency Success: The Power of Referrals and Building a PipelineIn this episode of Agency and Launch, Matt Dietz shares detailed insights on running a successful insurance agency, focusing on the importance of sales closing ratios, marketing types, and the crucial role of referrals. Matt emphasizes that building a strong referral network can significantly increase closing ratios and reduce future workload. He advises new agents to balance creating immediate sales opportunities with building long-term relationships and improving online reviews to attract potential clients. By consistently meeting people and proving value, agents can transform their business environment into one where clients seek them out. Don't miss out on exclusive resources and direct access to Matt by joining his texting community.00:00 Introduction to Agency Launch00:24 Exclusive Texting Community00:45 Sales Closing Ratios and Marketing01:23 The Power of Referrals01:54 Creating Sales Opportunities03:54 Building a Referral Network05:40 Importance of Google Reviews06:22 Simultaneous Strategies for Success07:42 Conclusion and Contact Information
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💬 Show Notes
Building a Pipeline for Success in Your Insurance AgencyIn this episode of Agency Launch, Matt Dietz dives into the essential strategies for building a robust pipeline in your insurance agency. He shares insights from a recent conversation with a successful agent eager to streamline lead generation. Matt discusses the two primary methods for acquiring prospects: buying leads or actively seeking them out, emphasizing the balance between time and money in this process. He explores various lead generation tactics, including live transfers, postcards, and social media advertising, while providing practical advice on measuring success and managing expectations. Additionally, Matt encourages listeners to consider innovative approaches, such as hiring marketers to build relationships with mortgage brokers, highlighting the importance of proactive outreach. This episode is packed with actionable tips for agency owners looking to enhance their lead generation efforts and ultimately drive growth.
00:00 Introduction to Building a Pipeline
00:30 The Agent's Dilemma: Buying vs. Seeking Leads
02:15 Understanding Live Transfers and Their Cost
03:45 The Role of Postcards in Lead Generation
06:00 Exploring Social Media Advertising
09:30 Hiring Marketers for Strategic Outreach
12:15 The Importance of Proactive Networking
16:00 Final Thoughts and Resources for Agency Owners
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Navigating Commission Splits and Contracts in Your Insurance AgencyIn this episode of Agency Launch, Matt Dietz discusses the complexities of running an insurance agency with a focus on staffing, marketing, sales, and retention. He shares a detailed account of a recent conversation with an agent dealing with a commission split misunderstanding due to a handshake agreement. Matt emphasizes the importance of having detailed written contracts to avoid such issues and provides practical advice on how to structure these agreements. Additionally, he stresses the value of setting clear terms and conditions to ensure fairness and clarity in business operations. Matt also promotes a valuable resource he offers, encouraging listeners to contact him for additional support.00:00 Introduction to Agency Launch00:18 Exclusive Resources for Agents00:39 A Real-Life Agent Dilemma02:45 The Importance of Written Agreements04:37 Another Case Study: Premium Goals and Rewrites07:34 Final Thoughts and Contact Information
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💬 Show Notes
Building a Tech-Forward Insurance Agency with Mandy Reed
In this episode, Matt Dietz welcomes Mandy Reed, founder of We Build Stacks, to discuss the critical role of technology in modern insurance agencies. With over 20 years of experience in the insurance and fintech industries, Mandy shares her journey from being a captive agent to establishing a tech-focused company dedicated to helping agencies streamline their operations. They explore the essential tech stack for new agents, the importance of owning data, and how to effectively transition legacy agencies into the digital age. Mandy emphasizes the need for strategic decision-making when it comes to technology adoption, while also cautioning against the pitfalls of relying too heavily on tech solutions. This episode is packed with insights and practical advice for agency owners looking to enhance their efficiency and embrace the future of insurance.
00:00 This is the show where I talk about what it's like to run an insurance agency
01:28 Mandy Reed is the founder of We Build Stacks
01:44 You've been in the insurance industry and then in fintech before
05:17 We build stacks to help insurance agents design workflows for agents
07:05 Single agency owners need us most if they are looking at their strategy
09:42 M.J.: I would first start with asking what agency management system is
12:30 Everyone needs a CRM, an ams, a good phone system
15:38 Adapt API is a must for independent agents who don't have downloads
17:49 If you want to sell your agency and you still have file cabinets, start there
20:59 A lot of agents look at tech and they have the shiny object syndrome
22:44 I think some agents lean on tech too hard when it comes to tech
28:46 Manny, thank you so much for coming on and sharing tipsShow notes created by https://headliner.app
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Building a Winning Culture in Insurance with Matt WolkIn this episode, Matt sits down with Matt Wolk, a five-time District Manager of the Year for Farmers Insurance, to discuss the intricacies of building a successful agency culture amidst challenges. Matt shares his journey from growing up in a family of insurance professionals to becoming a district manager himself. They dive deep into the importance of work ethic, the significance of asking for the sale, and the role of abundance in driving success. The conversation touches on the evolving landscape of insurance, including the introduction of new products and the necessity of adapting to change. Matt emphasizes the value of face-to-face interactions in building relationships and retaining clients, while also exploring strategies for onboarding new agents effectively. This insightful dialogue offers practical advice for agency owners looking to enhance their operations and foster a thriving team culture.00:00 Introduction and Guest Background00:50 Growing Up in the Insurance Industry02:30 Transitioning to District Manager04:15 The Importance of Asking for the Sale07:00 Building a Strong Agency Culture10:45 Navigating Adversity in the Insurance Landscape15:20 Strategies for Onboarding New Agents20:10 The Role of Face-to-Face Interactions25:30 Adapting to New Products and Market Changes30:00 Concluding Thoughts and Future Opportunities
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Innovative Tech Strategies for Insurance Agents with Mariah GatesIn this episode, Matt welcomes Mariah Gates, founder and CEO of Accelerated Automation, to discuss innovative strategies for leveraging technology in insurance agencies. Mariah shares her experiences and insights on implementing tech solutions, addressing common challenges such as 'shiny object syndrome' and the importance of procedures and processes in driving efficiency. Both Matt and Mariah emphasize the significance of leadership, accountability, and maintaining a forward-looking approach to ensure business growth and efficiency. The conversation also explores practical tips for managing tech stacks, building a strong team, and maintaining a client-centric approach in a rapidly evolving industry.00:00 Introduction and Greetings00:50 Discussing Technology in Insurance02:42 Challenges in Tech Adoption04:40 Importance of Procedures and Processes09:29 Efficient Use of Time and Resources11:10 Implementing Technology and Training15:58 Building a Self-Sufficient Team26:38 Leadership and Culture in Agencies30:22 Delegation and Trust in Your Team30:43 The Journey of Leadership in Small Business31:25 The Importance of Delegation for Growth32:10 Training Clients and Team for Efficiency38:31 The Value of Business Coaching and Accountability40:27 Simplifying Your Tech Stack45:44 Adapting to Digital Transformation50:02 Experimenting with Business Processes54:47 Concluding Thoughts and Appreciation
Dealing with a Difficult Customer and Unexpected Billing IssuesIn this episode, Matt shares his recent experience with a challenging customer who had an issue with unexpected billing after canceling his auto policy. He details the interactions, the company's billing error, and how he and his team handled the situation professionally. Matt emphasizes the importance of taking a breath before responding to heated emails and gathering indisputable facts to address client complaints effectively. He also promotes his podcast and training program for insurance agencies.00:00 Introduction and Today's Topic00:21 The Difficult Client's Background01:27 Billing Issue and Client's Reaction04:38 Handling the Situation Professionally07:29 Final Thoughts and Recommendations08:33 Conclusion and Contact Information
Selling Life Insurance: The Psychology Behind the Sale with Matt from Agency LaunchIn this episode, Matt explores the fascinating psychology of decision-making, inspired by Dan Ariely's book 'Predictably Irrational.' Using relatable examples like comparing pen and couch shopping, Matt dives into the intricacies of persuading clients to buy life insurance. He shares practical strategies to add life insurance quotes seamlessly into household premium discussions, emphasizing the importance of starting the conversation and becoming the authority figure. Matt also includes some tips to boost sales by making life insurance seem like a no-brainer addition. Lastly, he promotes his availability on various social media platforms and offers free resources to help insurance agents improve their sales techniques.00:00 Introduction and Purpose00:10 Understanding Consumer Psychology00:51 The Psychology Behind Pricing01:19 Real-Life Pricing Scenarios02:54 Applying Psychology to Insurance Sales04:35 Creating Opportunities for Life Insurance Sales05:45 Practical Tips for Selling More Life Insurance06:40 Conclusion and Contact Information
Unlocking Insurance Discounts: The Power of Safe Driving AppsIn this episode, Matt shares a simple yet effective strategy to help close more business in the insurance industry. He discusses the surprising resistance to safe driving apps that offer discounts, despite the fact that modern technology tracks us anyway. Matt highlights the benefits of using these apps, including his own experience saving 18% on auto insurance. He also emphasizes the importance of collaborating with clients on deductible choices and explains how bundling discounts can make insurance prices more attractive. By showing the best possible price and letting clients know their decisions impact costs, Matt provides a psychological edge in negotiations. Tune in to learn how to use every tool in your insurance toolkit to secure the best deals for your clients.00:00 Introduction and Overview00:12 The Safe Driving App: Benefits and Challenges01:35 Optimizing Insurance with Deductibles02:08 Engaging Clients in the Sales Process02:47 Maximizing Discounts for Clients03:43 Presenting the Best Price to Clients05:43 Psychological Tweaks in Sales Pitch06:27 Conclusion and Contact Information
💬 Show Notes
Riding the Waves of Change: Navigating Agency Transitions and Client Challenges
In this episode of Agency Launch, Matt Dietz shares his recent experiences as he navigates the challenges of running an insurance agency amidst a transition period. After losing a producer, Matt finds himself stepping back into production while managing 4,000 policies alongside his team member Meg. He discusses the initial adjustment, the quiet yet productive atmosphere in the office, and the excitement of pursuing new business opportunities.
Matt recounts the story of a complex policy he fought hard to secure for a client purchasing a vacation home, illustrating the hurdles he faced with multiple carriers and the importance of persistence in the insurance industry. He emphasizes the significance of building strong relationships with clients and underwriters, sharing valuable insights on how to effectively communicate and advocate for clients’ needs.
As he tackles the reality of upcoming non-renewals for 40 homeowners policies, Matt offers practical strategies for managing client communications and the importance of getting ahead of the situation. His upbeat attitude and commitment to client service shine through as he reassures listeners that there is plenty of business to pursue, and he invites them to connect for support and coaching opportunities.
Join Matt as he provides a candid glimpse into the daily life of an insurance agency owner, filled with ups, downs, and everything in between. Don’t forget to text “free” to 208-213-8809 for access to a treasure trove of resources aimed at helping you grow your agency.
00:00 Matt Dietz talks about what it's like running an insurance agency
00:57 My agency is going through a transition. I lost a producer recently
02:57 A quick story about a policy that was a real pain to write
07:23 Nothing is easy right now for me with my commercial accounts
08:37 40 homeowners policies that are going to non renew this year for me
11:14 You can connect with Matt via text. 208-213-8809
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Unlocking Savings: Revamping Homeowners Insurance with Auto Policies In this episode of Agency Launch, Matt discusses a new strategy his insurance agency is using to boost auto insurance sales by leveraging competitive rates and bundling discounts. He explains the detailed process of reaching out to clients who only have home insurance policies, showing them potential savings by adding auto insurance and increasing deductibles. Matt shares his multi-touch approach, emphasizing persistence and personalized communication using various channels, including video emails, to increase client engagement. This method aims to make substantial savings on homeowners policies, enhance client relationships, and improve retention. He also highlights the importance of continual follow-up in sales and offers free resources for agency owners. 00:00 Introduction and Overview 00:09 Current Market Conditions 00:25 Strategy for Auto Insurance 00:59 Detailed Discount Calculation 01:52 Client Communication Tactics 03:47 Building a Client List 04:33 Challenges and Adjustments 06:49 Importance of Persistence 08:56 Final Thoughts and Encouragement 09:06 Conclusion and Contact Information
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💬 Show Notes
In this informative episode of Agency Launch, Matt Dietz shares his journey of pursuing a high-end hair salon as a new commercial client. He recounts the lengthy process of securing an appointment with salon owner Dre Hammer, emphasizing the importance of patience and maintaining a large pipeline in the insurance industry.
Matt dives into the details of his initial meeting with the salon's husband, uncovering their current insurance situation and the potential for savings. He discusses the critical coverages he recommends, including Employee Practices Liability Insurance (EPLI) and tenants improvements and betterments, while analyzing their current policies and premiums.
As he navigates the quoting process, Matt candidly reveals the challenges he faces with underwriters, expressing his desire for better communication and collaboration. He highlights the disconnect between agents and underwriters and the need for a supportive culture within underwriting teams.
Throughout the episode, Matt provides valuable insights into the intricacies of commercial insurance, pricing strategies, and the importance of building strong relationships with clients and underwriters alike. His passion for securing the account shines through as he outlines his plans to win the business.
For listeners eager to enhance their insurance knowledge and client engagement strategies, this episode is a must-listen. Don't forget to text "free" to 208-213-8809 for access to a wealth of resources designed to elevate your agency's success.
00:00 - I'm trying to win a commercial deal with a high end hair salon
05:12 - I'm looking for work comp insurance for a client. I'm tired of my underwriters not wanting business
08:29 - There's a chasm between some underwriters and their agents
09:59 - Matt: I really want my underwriters to be on our side
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💬 Show Notes
In this compelling episode of Agency Launch, Matt Dietz opens up about his unique one-on-one coaching program designed to transform insurance agents at every stage of their careers. Matt shares his experiences coaching agents from various backgrounds, highlighting the personalized approach that adapts to each agent's specific needs and challenges.
Matt discusses the importance of accountability and commitment in his coaching program, emphasizing how agents who are willing to face their fears and make necessary changes see significant improvements in their business. He recounts success stories, including a new agent who skyrocketed from $13,000 to $130,000 in commissions, and another who doubled production within the first month of coaching.
Throughout the episode, Matt stresses the necessity of doing the work and overcoming mental blocks that may hinder progress. He provides insights into how his coaching helps agents identify and navigate their blind spots, ultimately leading to increased productivity and success.
For agents eager to elevate their careers, Matt invites listeners to book a call through agencylaunch.net to explore if his coaching is the right fit. He seeks motivated, coachable, and goal-oriented individuals ready to break through barriers and achieve their next level of success.
Text "free" to 208-213-8809 to join Matt's texting community and receive valuable resources, including industry insights and tools to enhance your marketing and sales strategies.
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In this engaging episode of Agency Launch, Matt Dietz sits down with Keith Collins II to explore the journey and insights of becoming a district manager (DM) in the insurance industry. Keith shares his path from a small-town beginning in Stillwater, New York, to his current role as a DM, highlighting the pivotal moments and mentors that shaped his career.
Keith discusses the influence of exceptional leaders like Matt Wolk and Mark Lee, who instilled in him the importance of high expectations and people-centric leadership. He emphasizes the value of networking and creating a supportive infrastructure for agents, aiming to transform the "business in a box" approach into a structured and personalized system.
The conversation delves into the significance of setting high standards, the art of collaboration within a district, and the transition from being an agent to an agency owner. Keith offers practical advice on lead generation, staffing, and the evolving role of CSRs, highlighting the necessity of adapting to industry changes and fostering a culture of continuous improvement.
For insurance professionals seeking to enhance their agency operations and leadership skills, this episode provides valuable insights into building successful teams, setting achievable goals, and navigating the challenges of the insurance landscape. Keith's experiences and strategies offer a roadmap for aspiring district managers and agency owners alike.
Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.
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In this insightful episode of Agency Launch, Matt Dietz delves into the power of asking and the art of persistence in sales. Drawing from personal experiences and real-life scenarios, Matt emphasizes the importance of not taking the first "no" for an answer, and how pushing back can lead to unexpected successes.
Matt recounts his early sales days at Enterprise Rent a Car, where he learned to embrace the "three no's" strategy to improve his closing ratio. He shares a compelling story about selling a life policy by overcoming initial objections and providing clarity, which ultimately led to a successful sale. This anecdote highlights how understanding client concerns and effectively communicating can turn a "no" into a "yes."
Additionally, Matt discusses a recent experience with an underwriter, demonstrating how persistence and building a case can lead to favorable outcomes for clients. He provides practical advice on how to engage underwriters and other stakeholders politely yet assertively to achieve desired results.
For agents looking to enhance their sales techniques and client interactions, this episode offers valuable insights into the power of asking, the importance of follow-up, and the impact of clear communication. Matt encourages listeners to refine their approach, stay engaged in conversations, and leverage proven sales scripts to navigate objections successfully.
Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.
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In this dynamic episode of Agency Launch, Matt Dietz explores innovative marketing strategies for insurance agents aiming to break free from the traditional internet lead model. With changes in regulations like the TCPA impacting how agencies can reach prospects, Matt offers a creative solution to generate leads locally and build meaningful business relationships.
Matt shares his successful approach to creating your own leads by partnering with local businesses. He provides a step-by-step guide on how to collaborate with commercial clients, such as coffee shops and mechanics, to offer repeat business incentives that benefit both the business and your agency. By setting up a system where customers can receive discounts or free services in exchange for an insurance quote, agents can tap into a new client base while supporting local enterprises.
This episode is packed with practical advice on selecting the right businesses to partner with and how to effectively implement this strategy. Matt emphasizes the importance of having an ally within the business to advocate for your agency and drive engagement. He also discusses tailoring your approach to fit different types of businesses, whether through direct offers or raffles for higher-end services.
For agents looking to diversify their lead generation tactics and strengthen community ties, this episode provides actionable insights and a fresh perspective on marketing. Matt encourages listeners to experiment with these techniques, measure their success, and adapt as needed to maximize results.
Text "free" to 208-213-8809 to receive a curated resource bundle packed with valuable tools, including links to industry leaders, YouTube channels, podcasts, and downloadable assets designed to help you excel in marketing, sales, and more.
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