The Many Benefits of Cross-Selling and Referrals
Why Focus on Your Existing Book of Business? It can be tempting to always chase after new business. New business is gratifying, and the chase can be exhilarating. However, better opportunities are already within your reach: your existing clients. Working your current book of business is not only a more cost-effective strategy but also helps […]
Why Change Can Be Good, and How to Adapt for Your Success.
Change is most often viewed with hesitation or even fear. However, in an industry like insurance, the ability for agents and their teams to adapt can be the make-it or break-it for their agency. Whether it’s embracing new products, refining agency processes, or simply shifting a team’s mindset, change isn’t just inevitable, it’s a powerful […]
The Purpose and Value of Roleplaying in your Insurance Agency (Plus Best Practices)
The Purpose and Value of Roleplaying in your Insurance Agency (Plus Best Practices) Roleplaying is one of the most powerful training tools available for your agency. Whether your team loves it or hates it, the value it provides is undeniable. Some may feel awkward or uncomfortable acting out scenarios, but overcoming that discomfort is essential […]
Accomplishing Your Year-End Goals: Advice for Insurance Agents
As the end of the year approaches, we often find ourselves in a race to meet the goals we set at the beginning of the year. Whether it’s hitting new business targets or improving customer retention, the final quarter can feel like crunch time. By adopting proactive strategies, you can not only achieve your goals […]
Is it ethical to sell higher coverages?
It can be NERVE-RACKING moving a client from state minimums all the way to 100k/300k, especially when it bumps their cost up 3-4x. But what if it’s truly what they need to better protect themselves and their loved ones? Where is the line…? When carried out with transparency and the ultimate goal of protecting the […]
Why in-person training events are so effective…
With CWC Vegas 2024 just a few weeks away, it’s the perfect time to reflect on the immense value that live training events offer to business owners and their teams. These events are more than just opportunities to learn. They provide a platform to gain industry expertise, receive tailored training, and connect with like-minded professionals. […]
Can service staff truly impact new business?
The primary value of a service team members has always been their ability to enhance customer satisfaction and to increase loyalty. By acting as the main point of contact for clients, they ensure that their needs are met with a friendly smile, creating a positive experience that improves retention and encourages referrals. Their role is […]
Getting Back to the Basics – Minimum Expectations
Who doesn’t love making good things better? Spending time fine-tuning a workflow and adjusting processes to maximize results is just under a warm slice of pecan pie on my list of favorite indulgences! But before we start spending time optimizing our team’s workflow and habits, are we really sure they’re following through with our minimum […]
How to Use ChatGPT in an Insurance Agency: Enhancing Client Experience and Operational Efficiency
In today’s fast-paced digital world, insurance agencies are continually looking for ways to enhance client experience and improve operational efficiency. One innovative solution that has emerged is the use of AI, such as ChatGPT. Here’s how ChatGPT can revolutionize your insurance agency: https://www.craigwigginscoaching.com/wp-content/uploads/2024/06/Jamess-Video-Jun-3-2024.mp4 1. Streamlining Administrative Tasks Appointment Scheduling: ChatGPT can manage and schedule appointments, […]
Can texting help you close more business?
When it comes to selling insurance, nothing is more important than communication. Yet, sometimes just calling leads can be met with low response rates and missed opportunities. However, there’s a powerful tool you already have access to: texting! This minimally invasive communication strategy offers unparalleled engagement and efficiency. Let’s explore how integrating texting in your […]
