The Insurance Dudes are on a mission to find the best insurance agentsaround the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level.
The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive.
Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!
About Jason and Craig:
Both agents themselves, they both have scaled to around $10 million in premium. After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.
Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nearly on autopilot!
All right, we're back. I'm Jason Feldman. And this is another playbook. This is how to create a winning P and C insurance team. insurance sales team. Alright, let's get into this.
Craig Pretzinger:
Insurance dudes are on a mission to escape big hit by our agents.
Jason Feltman:
Now, by uncovering the secrets to creating a predictable, consistent, and profitable agency Sales Machine.
Craig Pretzinger:
I am Craig Pretzinger.
Jason Feltman:
I am Jason Feldman.
Craig Pretzinger:
We are agents.
Jason Feltman:
We are insurances. I know we talked about a little bit about the sales funnel, we talked about the agent scorecard, the agent, quote sheet, and we're just really trying to make you dominate with insurance leads. So the next step is what I like to call the believers speech. And this is so important. It's the part that we probably don't put the most effort in. But it's what is needed to fuel everything in your agency. And it starts with you. And it starts with whether or not you believe that this is going to work, right? If you don't believe that, that these leads in this process is going to work in your agency, you're probably going to say that to your agents, well, we're just going to try this, you need to instill the confidence that it's going to work for them, they need that from you. So you have to be sold on this. And even if you're not, you have to act like you're 100% sold on this, it's so important to your team. And the next thing is you have to sell your team on it, you have to sell your team on this. And it is so important. As you can see with that example, the other day with Jack, it was what we were buying hundreds of leads a day right in that scenario. But what we know is that if Jack believes he can do it, he actually has a chance. And we also know that Jack is going to need eight quotes today. And then he's only going to sell a quarter of those. So he's going to hear 75% nose, which is going to be pretty much like hearing negativity to him, right, he's not going to feel like pushing through every single note, even if he's really good at pushing through every single No, there's going to be times that he's not going to. So this is where we need to sell them on the process we need to make let them know like, Hey, we're buying, I'm investing in you, I'm buying all these leads, I'm literally taking time out of my day to listen to things like this podcast, to learn how to, to bring our agency up. Because we're not going to be like those other agencies, we're not going to be like there's file cabinet agencies that have all those filing cabinets and making you fill out all this paperwork and stuff, we're going to do things a lot differently here, especially going into the future, we're going to invest in you, I want you to have the success, I want you to get those big commission checks, you know, I want to get you up to 40,000 $50,000 a month, because I know that you can. And here's the thing, the reality is, it's much better to invest in one person, get them to 40 or 50,000, then invest in two to three people to get them there. Right, because of that fixed cost part, right? Humans are expensive. So if we can leverage software leads and buy leads and invest into the to a smaller team, then we can win. And this game is a lot of money and time being spent with these leads, we definitely need to get the best result out of them. And there is no way to do that without our team buying into this whole process. So this is so so so important. I would definitely regularly do meetings. And in those meetings, you're going to want to start your week out on fire. Those meetings are the kind of thing that resets your team, right? Sometimes agencies like our agency at one point did two to three meetings because we're running at such high volume that we needed those times that just relax, and to re encourage, right. And when we didn't do that, to compare with what when we did was like two to 3x better results. You know, agents always attribute especially sales, they always attribute sales and stuff to like the good leads or the bad leads, right? That's what they did. That whole joke about the Glengarry leads on? What's that movie that whatever anyways, so we want to kind of get out of that mode. And the only way to do it is to constantly have these meetings. So starting kind of the week off with the believer kind of speech, get them to really believe the show up on fire, and then having those daily check in meetings. So what we're going to want to do is we're going to want to check in with them, see where their numbers are. Alright, so a lot of times, like if you want to get them to like eight quotes a day, you're gonna want to run a few meetings and do like quarterly check ins of the day, every two hour make making sure that they got the two quotes by this time. And then following up like a midday meeting with everybody, how are you guys doing? What? Are there any problems? Like? How are the teams like maybe you can meet with the teams with the with the agents, or whatever the process may be, but like really unifying, pulling them together, making them believe that they can do it, right. And that is such a missing piece that I see. So many times in agencies, especially, it starts with the agency owner believing and being positive and, and really believing that they can do it. The ones that do that they figured out pretty quickly in we're talking about hundreds and hundreds and hundreds of agency owners that we work with. The attitude is everything. So like it starts with that you believing and then your team believing and the work environment will drastically change. And I know we've talked about meetings like that before, but it's drastic. And you're going to want to go over your script, and we're going to get into the next video, we're going to start getting into the script, and all the pieces that that's needed to have a rock solid script. These are things I didn't know, I came from, you know, I was a bartender, and I came into an agency that was failing, and then we are eventually able to get best in company, all because of this all because of what we talked about the other the other couple days and then talk about in the script. That's it. Nothing else. It's pretty simple. But it's something that sometimes we don't look deep enough into. And I know a script can be it can be one of those things that you know, not a lot of people Oh, well we got a good process or they know what they're doing or, or something like that. But do you have to have a script I'm telling you. It's like the number one thing, it's that GPS. It's the thing that keeps everybody unified. And the meetings really help keep everybody rockin with a script. So we'll get in the script in the next one. Thank you for showing up today. You are awesome. And tomorrow, or whenever you're listening to this. We are going to get into the four parts of the script. How we can dominate with each one of our bases. Oh man