PhoneBurner

We have agents using PhoneBurner to dial their leads and they’re killing it. Learn more at https://agencydialtraining.com/ Register for the Agent Training & Best Practices Webinar: https://event.webinarjam.com/register/11/1z9zvso Start your free trial and save 30% every month on PhoneBurner:https://www.phoneburner.com/homepage/insurance-team/index

New Agent Tips

A couple things to remind your new agents: • Do not request AIG, MoO or Americo in HCMS. Those carriers are already pre-populated in SureLC and requesting them in HCMS creates an extra 15-20 min of work for the admin team. (Think of it like this. You are paying an Read more…

Advanced Sales Opportunities

Sean Ruggiero walks our team through what Advanced Sales are, how they can benefit your business as you build your clientele and agency, and how you can find more opportunities in the field. This is an invaluable training for anyone wanting to build in higher profit margins into their business.

8% Nation 2022

Several of our agents have expressed interest in going to 8% Nation July 28-30th at the Hilton Anatole in Dallas. Since you’re part of The Tribe, you get the hookup: VIP Tickets for $197 – $100 discount (use promo code “ericvip”) Premier Tickets for $397 – $400 discount (use promo Read more…

Agent-CRM Pipeline Management

I use High-Level to manage my recruiting and on-boarding of new agents – it eliminates the need for spreadsheets, whiteboards, Trello kanbans, etc. It automates all my emails, text messages, voicemail drops and outbound calling. While there are many versions of High-Level out there, I recommend Agent-CRM. It’s got all Read more…

Referrals

Referrals are the very best “Lead” you can have. After the sale, ask and you shall receive. Have the client text/call the prospect to introduce you ahead of time BENEFICIARY Find out who will be responsible when something happens besides the beneficiary. Tell the client you are going to call Read more…

New Agent Mission

As you wait for your carrier appointments and NPN number, you have been assigned a critical mission.  Should you choose to accept it, you will benefit greatly and be better prepared to crush your first Lead Order & Dial Day and be more confident in helping the customers you serve. Read more…

Legacy Safeguard

This is a comprehensive and turn-key marketing program, offered by Integrity Marketing Group, to optimize your client retention and generate free leads through means of referrals from the clients that you serve. FIRST: WATCH THIS OVERVIEW VIDEO NEXT: DOWNLOAD THESE MATERIALS If you follow the systems outlined here for you Read more…