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!
Okay, this is playbook. The insurance dudes playbook. Episode One of this one. Number one. Happy New Year. Mr. Jason.
Jason Feltman:
Happy New Year. Mr. Greg. Well, looks like we made it to 2022 2022. Yep. What's in store for this year?
Craig Pretzinger:
Well, I think you and I have talked about this a few times, especially when we're coaching agents is the number one thing that has made the biggest impact on both of our agencies? Uh, huh. What is it?
Jason Feltman:
It's, it's having those daily sales meetings?
Craig Pretzinger:
Yep. 100%. And it doesn't even have to be sales. It's like, the daily meeting? Uh, huh. I don't know if if you guys, do you have anybody virtual anymore your agency? Do not? You do? Okay. But there's multiple locations. So we will get on zoom in order to have everybody Connect. Oh, that's cool. Yeah, so I still have a few people that are virtual. And that is an option in the agency at this point. So we've noticed that I mean, obviously, you have to, you have to get everybody on the same page, especially if they're remote if they're remote. And I tell people this all the time to, to meetings are a must just kind of do a check in one to start off the day and one to kind of check in throughout the day. And I think that's huge. I think with everybody, it's going over your core values are going over which direction the boat that you're rolling in. So whether it be sales or service or any other part, or it could be you know, I don't think management needs to meet as frequently, but just kind of, it doesn't have to be meeting to be a huddle. Right? It could be a quick five minutes, get everybody on the same page? Sure. Yeah. It does a number of things, right? Yep. One, it creates that consistency. People want to be, they want to be part of it. Right? They, if you have an organization that you want everybody to be part of, you have to bring them together and make that team environment. So right, having them all meet a certain time, creates that and then it creates that consistency, right, there's an expectation that this is going to happen. And then with that consistency, it reinforces those actions, whatever they are, right, the number of calls the number of the number of quotes that how you're doing the quote, and then I remember before doing it, thinking, what are we even going to talk about, you know, what is there to talk about that we could do every day. But when you break apart that sales process, or you break apart your telephone dial, you have so many different micro topics that you could focus on. And five minutes goes like lickety split. Right. Right. Yep. 100%. One of the things that I love that Miguel did the this week, or last week is with our tele team, we don't you know, we don't do consistent meetings with them. And we've had them with us for a while. So they have we haven't had a meeting with them with both teams in quite a quite a long time. So they brought everybody on, we realized like, Hey, we got to bring everybody together. So and we want our our agents to help train our tele team. And because culturally it's different in the Philippines. So we brought all the teams together. And Miguel have them share something interesting about themselves. And everybody shared some really cool personal stuff. One of our one of our our teams, is a wedding singer, and she sings so she actually sang on the call. Oh, wow. Yeah, yeah, super cool. They shared some really cool stuff. And then at the end, Miguel, like dropped the bomb and said, This is what you need to be doing. Like this is what this is the connection, like talking to people about like real stuff, is how you connect with them and keep them on the phone. And it was like, Oh my gosh, like so cool. Like they they understood and everybody got off the phone. And I heard from everybody that wow, I didn't know that about this person and that, you know that. It just, you could see and hear by the way people were talking that it brought everybody together in a different way. Yeah. It's, it's really interesting because you do that, right, you're doing the thing that that translates to, when you're, when you're actually doing the quoting is the same thing that creates the connection. Right? So you, you start doing those activities, that, so you're meeting with your team, they're meeting with each other, they're getting better at connecting on a human human level. Well, that, that practice in and of itself will translate to the calls where you have to connect to create rapport, so that you could sell better. So I think that, you know, it reminds me of one of the guests that you're going to hear from later in the month here, Jason killings, where he talks, he's going to talk about being a pilot, and you actually become a good airplane pilot, by doing it right. By flying by by teaching people. It's same thing, right? It's the act of doing is what creates the ultimate learning. Yeah, and I think going forward, especially this year, or any other year, is that, you know, the technology is moving forward. And we have tons of apps, oh, gosh, way too many at this point. But tons of apps, tons of programs, tons of sass products, and what is our competitive advantage at this point, everybody thinks that, you know, software technology and all that stuff, but really, because every thing is becoming so software technology based, now the competitive advantage is the connection, you can't have, you cannot recreate that connection with Non Humans, it just doesn't happen. And it's almost like, you know, Craig, and I use a million different systems between the agency and everything that we do. And it's like, how many times have you guys felt like you're using a technology and like, doesn't work or something? It's like, I just wish I could just call someone and just have them fix it. You know, and, and I think that that's the day and age that we're living in is that we're getting used to being frustrated with technology, because it doesn't work flawlessly. And, boy, I wish there was someone to talk to, well, I guess what we you can in our agencies, that's our that is our competitive advantage, using the technology to leverage us to create those connection points, right? I think, yeah, the technology is it is it the Solve for conversion, the technology is the Solve for Cadet for making the connection, but you still have to have that human interaction in order to create the conversion. Right. And the connection really comes like that human element, like if you tell, you know, back to the telemarketers telling their stories, all of a sudden, our agents felt way more connected to the telemarketers, just like, when you're doing a quote, if you start talking about their family and your family together, all of a sudden, there's a huge connection, people feel bad, leaving a company or something if there's a human behind it with, you know, family, and stuff like that, you know, like, right, those are the competitive advantages. So I think going forward in this next year, one of the things that I like the way I'm looking at a lot of this is is that connection point on the sale, that connection point in the agency, because that is a sale, right? You want you want the telemarketers do to work for the agents, you want the agents to work for the telemarketers you want like everybody to work for each other. And that's what defines that great culture. Right. And I just think that really getting people connecting in meetings are the number one way to do it. And you can talk to Miguel's point, you can talk. What's your favorite thing? What did you go through this weekend? Because that's the real stuff. And that's what makes like, if you have somebody in your agency, we've had people that, you know, they get sick a lot or something, right? Well, a lot of times, I don't know if you guys have ever felt this way, but like, as an agency owner, you hear a lot of the inside scoop. And then you hear then you have another agent that's like, Yeah, but she's doing this. She gets away with this. And it's like, yeah, but she's going through this and this and that. Right. Right. How much better would it have been if she shared those stories with the other agent? And the other agent said, Man, I'm so sorry. You're going through that? You know what, I'm going to help you out more. You know what I mean? It's it's a different element. It's the same thing. She's still going through the same thing. That other person is still working. But like if they just connected more They would work differently. And a lot of those inefficiencies like complaining wasting time with whatever thoughts or whatever would be done. Yeah. 100,000% communication meetings are so important. Well, yeah, it brings you back in touch. Because if you're if you're just on your island, over in your seat as a as a sales producer, and you're just doing quote after quote after quote after quote, then you're only focused on that. At that meeting, Briggs creates that team environment. And it's, it's, it's spectacular. How that energy develops. What everybody is connected like that. Yep. Yeah. So that's it. You're not doing daily meetings do? Try Oh, say, oh, you know, there's no better time that the new year, it's, it's time to renew everything, read about to just make it happen. You tell the team, we're gonna do a meeting every day. And it doesn't matter. As long as every as long as one other person is there if everybody else is sick. Who cares? If it's just two of you in the office? Who cares? How to Beat it? Because it's gonna just it's like that reboot? It's that. Okay, it's a new day. Right? Yeah, you can, you can always just ask to what anybody got anything going on anything big going on in their life that we need to know about? You know, be that family. Yep. And that's a page from the playbook. I think it's the first page, the first page, the first page of the playbook. And we will see you the next your next episode is going to be with Justin Brock. And it is awesome Fiat. So make sure you hit subscribe, and that thing will pop into your little podcast feed and you'll be ready to rock here in a couple of days. And that's the Patreon playbook. That's basically the playbook.