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Why the Second Sale is More Important Than the First

Why the Second Sale is More Important Than the First

Why the Second Sale is More Important Than the First In the restaurant business, there’s a three-visit strategy. If you can get a person to return a second time, the changes are 42% likely they’ll return for a third time. If you can get a third visit, the odds you get...

How to Win Back Your “Lost Leads” & Old Customers

How to Win Back Your “Lost Leads” & Old Customers

How to Win Back Your “Lost Leads” & Old Customers Most training in insurance sales focus on acquiring customers, but, as beneficiaries continue to age in, and more products become available, it’s also essential to focus on winning back customers, or prospects...

How to Create the Perfect Customer Service Training Program

How to Create the Perfect Customer Service Training Program

How to Create the Perfect Customer Service Training Program Customer service can make or break any beneficiary's experience and is a critical element of maintaining your book of business and customer retention rate.  It’s essential that your insurance agency delivers...

5 Ways to Encourage an Effective Team Meeting

5 Ways to Encourage an Effective Team Meeting

5 Ways to Encourage an Effective Team Meeting Teams meet for various reasons. Most of the time, team leaders hold meetings to discuss things that need to be accomplished, worked on, or to share something important. At an insurance agency, meetings can be a little bit...

Employee Engagement Surveys: Are they Worth It?

Employee Engagement Surveys: Are they Worth It?

Employee Engagement Surveys: Are they Worth It? Creating a good employment experience is key to creating success within and outside of your insurance agency. Taking employee or agent satisfaction seriously will aid in building an insurance agency that succeeds with...

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