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…

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…