The Ridiculously Amazing Insurance Podcast

On this episode of the podcast, Kelly celebrates 2020, the roaring twenties, being a new decade for your insurance agency and the components of agency branding that are an important opportunity. As we start the new year, a new month, a new decade, Kelly shares her travel schedule, including the insurance agencies she’ll be visiting, programs she’s launching and conferences where we’ll be speaking.

How do we deal with client dissatisfaction? What are the main causes of it? How can agents lower their rates of detractors? These questions and more are answered this month, as we explore how to keep clients happy while managing your workload.    We talk about this with Torey, from Rocket Referrals, who also unpacks ways agents can utilize Rocket Referrals services to save time and deliver superior customer service. In this episode we will discuss:   What Rocket Referrals does and how they engage customers on a deeper level. The price points for Rocket Referrals and how you can partner with them. The main drivers of client dissatisfaction and how to mitigate them. The launch of Apex Time Management and the Apex Retention Program.    Learn more about Rocket Referrals by checking out www.rocketreferrals.com!

On this October edition of the podcast, Kelly and Dave focus on ending the year strong and proactively planning for 2019. First of all, you should reflect on what your plan was for 2018 and determine what you need to do in the last quarter to make sure you hit as many of your goals as you can; don’t discount this last quarter and assume it is too late to be productive. Take the time to knock things off of your to-do list by committing to deadlines for specific tasks, and take advantage of year-end deals that your vendors may be offering in the process. Also during this time of the year, you should be planning for 2019, from your budget to content calendars to cleaning up your database, to assessing any adjustments that you want to make to your process. It is easy to get caught up in the daily grind and neglect proactively thinking ahead, but when January 1 rolls around, you want to jump right in, rather than beginning your planning at that point. October is when you can place your special projects on the 2019 calendar and commit to getting them done, instead of waiting until the last minute and potentially just scrapping the whole idea because you run out of time. In short, don’t give up on 2018 just because you can see the end in sight and ask for expert help if you need it. Agency Performance Partners can help you with training, branding, and workplace culture, and now is the best time to sign on with the best pricing and discount.   Connect with Agency Performance Partners: https://www.agencyperformancepartners.com/ https://twitter.com/Appsinsurance https://www.linkedin.com/company/agency-performance-partners/ https://www.facebook.com/agencyperformancepartners https://www.instagram.com/appsinsurance/ https://www.youtube.com/channel/UC8ms7Cl-iMMMdhdw4IjucJg

Kelly and Dave’s topic on this month’s episode of the Ridiculously Amazing Insurance Podcast is ways that agencies can become more efficient and effective, from service to sales. These tactics will probably work about 80% of the time, while your traditional methods will be more effective the other 20% of the time, depending on the client and their preferences. Service team members tend to fall into 3 main inefficient and ineffective habits: Automatically remarketing to a client just because it is time for them to renew. By avoiding having a phone conversation with the client, you do not understand any new life events or circumstances that may have arisen that could impact their quote, so by sending them an inaccurate remarketing, you are wasting your time and theirs. This also insinuates to the client that their policy is primarily about price, when you’ve spent months or years asserting that it is about overall value. If a frustrated client calls you, you listen to their complaints and then tell them that you will look into the specifics and then get back to them. In the meantime, other calls are coming in and it takes you a week or two to get back to them, by which time they may have already begun shopping around to other agencies. Sending a quote over email may be giving the client exactly what they asked for, but it also gives them the opportunity to just look at the bottom line and make a decision without the benefit of your explanation and expertise. Three alternative habits that service team members can immediately pick up instead are: Do not send any more automatic remarkets. Be proactive and call every client every year to discuss any changes that may affect their coverage. If you can’t give them a quote or resolve their issue over the phone, schedule a phone call on their calendar to follow up. After providing the quote in person or over the phone, send them an email application using Electronic Signature to save both of you time and effort. On the sales team side of things, here are 3 ineffective and inefficient practices: Having no sales process to follow with clients which includes a system and follow up tactics and methods. This process helps you develop rapport and trust through your expertise. Creating a deck page to build a quote. Most of the time, this is an unnecessary step and it would be better for you and the client to just move on to the quote. Sending quotes over email, which relinquishes your ability to engage with the client to build their preferred coverage. Alternative habits for sales team members are: Develop a sales process and stick with it. Experiment with skipping the deck page step. Present the quote in person or over the phone. Some of these ideas may work for you and some may not, but it is important to try new things and see how technology can help your traditional methods along.   Connect with Agency Performance Partners: https://www.agencyperformancepartners.com/ (NEW WEBSITE!) https://twitter.com/Appsinsurance https://www.linkedin.com/company/agency-performance-partners/ https://www.facebook.com/agencyperformancepartners https://www.instagram.com/appsinsurance/ https://www.youtube.com/channel/UC8ms7Cl-iMMMdhdw4IjucJg  

Our topic on this episode of the Ridiculously Amazing Insurance Podcast is excuses that Kelly and Dave frequently hear in insurance agencies. When it comes to making excuses, only so much is acceptable; stopping to get coffee on the way to work does not make it alright to be late. Here are Kelly and Dave’s favorite excuses: “I am not hitting my sales goals because no one is returning my calls.” In response to this excuse, think about the content and the tone of the voicemails you are leaving and consider following up via email or text message if possible to increase the call backs you receive. Be sure that you are asking for help if you need it, rather than just coming up with an excuse like this one when someone calls you on it. The dreaded “I’m too busy.” “Busy” is a relative term. You can be busy trying to tick of the dozens of tasks on your to-do list while completely missing that the point of your to-do list is to make you productive, not busy. Take a step back from your to-do list and spend some time thinking through and planning out your priorities that will help you achieve your productivity goals. It could be that your agency has come to accept being behind as normal, but this mindset is toxic for everyone at the agency and bad for business. Instead of continually pushing your work to the last minute, set realistic deadlines upfront and consistently gauge your progress along the way. “I know that he is performing poorly as an employee, but I just don’t know what to do about it.” It is human nature to want to make sure that your employees are taken care of, and to want to avoid putting an individual and their family in a tough position when they are let go. However, you have to consider the negative impact that that one employee could be having on all of your other employees and their families as well, just by remaining under your employ. More than likely, it is in your best interest and the poorly performing employee’s best interest for you to have the tough (but brief) conversation to let them go. As the owner of the agency, you have to take charge when the time comes to part ways with an employee, asking for advice and counsel along the way if necessary. They need this separation as much as you do, even if they don’t realize it. “We don’t have the funds to invest in …” You need to take a hard look at your finances to determine where you can scale back or make some necessary cuts to keep your operations lean so that you can reinvest capital into your agency. Two integral areas of business that need your investment are (1) marketing, which should be allocated 10% of your revenue and (2) employee training. If you are concerned about whether your team will buy and your investment will be worth the sacrifice, put in the effort to make sure it pays off. By creating an action plan and taking baby steps towards your investment goals, you will be making the wisest choice you can make with your finances.   Connect with Agency Performance Partners: https://www.agencyperformancepartners.com/ (NEW WEBSITE!) https://twitter.com/Appsinsurance https://www.linkedin.com/company/agency-performance-partners/ https://www.facebook.com/agencyperformancepartners https://www.instagram.com/appsinsurance/ https://www.youtube.com/channel/UC8ms7Cl-iMMMdhdw4IjucJg **This month’s ebook link

Dave and Kelly provided some talking points to keep in mind when handling objections: Make sure that you have a good close that requires a response “Your renewal date for your current policy is ____. Do you want to start this new policy then or would you rather go ahead and start it now?” Tell them that you want their honest feedback “Could you give me the professional courtesy of letting me know your final decision?” You are really just helping the client be done dealing with insurance You aren’t being pushy; you truly want to provide them with good coverage

On this episode of The Ridiculously Amazing Insurance Podcast, Kelly is joined by her business partner and SEO extraordinaire Eddy Demelo.  Kelly and Eddy are co-founders of Agency Appeal, a brand and marketing consultant for insurance agencies. Agency Appeal prides itself in providing an avenue for their clients to determine and define their agency’s strengths and passions through a brand survey, which allows them to develop standard colors and styles in addition to the voice and tone to be used in their communications. Agency Appeal helps their clients articulate what makes them unique and fresh in the industry and then produces a brand guide that is completely tailored to that specific agency and can be used to ensure the brand alignment of every aspect of their communications. Understanding the importance of web presence, Agency Appeal also focuses a significant amount of time and energy on SEO (search engine optimization) for their clients’ websites by crafting every word of content from scratch based on the brand tone and voice. Consequently, they believe strongly that their clients should own their websites, rather than leasing them (as some other vendors recommend). This allows their clients to quickly and easily make changes to their website or request that Agency Appeal do this maintenance. In short, if you are looking for some help with the branding for your insurance agency, you should consider Agency Appeal for these 3 fantastic reasons: Their assistance in bringing you clarity on your agency’s brand identity through the development of a custom brand guide (See examples) The ease of creating all future marketing materials that stand out and align with your brand The opportunity to own your website outright Be sure to join us for next month’s episode to hear Kelly and Dave’s discussion of the sales process! Check out our brand new Agency Appeal website (https://www.agencyappeal.com/) as well as the main Agency Performance Partners website (https://www.agencyperformancepartners.com/) for more information about our exciting endeavors!

On this episode of The Ridiculously Amazing Insurance Podcast, Dave and Kelly discuss effective ways to follow up with your clients in ways that make them actually want to talk to you.  Since insurance is not on the top of everyone’s mind, clients often do not even remember their agent’s name, and when they do get a call from their agent, they assume that it can only be bad news.  Studies have shown that client retention rates are much higher in agencies that place proactive renewal or marketing calls to their existing clients than when agencies take a hands-off approach and only reach out when there is an issue with the client’s policy. A key question to consider within your agency is “How many people know who they want to talk to within the agency when they call the main number and talk to the receptionist?” The answer to this question is a great indicator of the level of relationship that your agents are developing with their clients. And we all know that a deal-breaker in any relationship is the classic “over-promise, under-deliver” mistake.  As an agent, be intentional to call the client back when you say you are going to call them back, respond to their emails, be available for client calls or visits during the typical lunch hour, and talk to your clients using positive language, tone, and infection.  Additionally, set service standards for yourself regarding typical callback times depending on what time of day the client calls and communicating clearly with the client about the status of their request and how much longer it will take for them to get an answer, even if that means they have to stay on hold for 5 or 10 minutes.  You will find that a lot of clients would rather have one 10-minute phone call with you right now than one 5-minute call now and one 5-minute call when you get their final answer.  Be sure to listen to next month’s episode featuring a very special guest and an announcement! And check out Dave’s latest e-book here:E Book

The Ridiculously Amazing Insurance Podcast Episode 3 has launched! The wait is over, episode two is here for you to listen to! Are you an insurance agency owner or insurance agent looking to improve your strategies, communication, customer experience, or marketing in your agency? If so, you have come to the right place! In this episode, Kelly & Dave discuss how you can build a killer marketing strategy and get your team's buy in along the way. Marketing is a vital component of growing agencies. Listen to our podcast to learn more! Agency Performance Partners is ready to help you take your agency to the next level by being ridiculously amazing at all that you do! Connect With The Hosts: Kelly Donahue-Piro David Siekman  Download our March eBook: Download Now Subscribe to our YouTube Channel: Subscribe Today Learn about our AppX Programs: Learn More Sign up for a Training Day: Sign Me Up!  

Welcome to the Ridiculously Amazing Insurance Podcast were we provide tactical strategies for insurance agencies! Are you an insurance agency owner or insurance agent looking to improve your strategies, communication, customer experience, or marketing in your agency? If so, you have come to the right place! Agency Performance Partners is ready to help you take your agency to the next level by being ridiculously amazing at all that you do!  Connect With The Hosts: Kelly Donahue-Piro David Siekman  Download our January eBook: Download Now Read Our Blog On Role Playing: Read Blog Subscribe to our YouTube Channel: Subscribe Today Learn about our AppX Programs: Learn More Sign up for a Training Day: Sign Me Up!

🚀 High Quality Commercial Insurance Leads | Grow Your Agency Fast Looking to consistently get high quality commercial insurance leads and grow your agency? This video breaks down the proven inbound and outbound strategies every independent insurance agent should know to generate better opportunities and close more deals. 💼 What You'll Learn: 📈 Inbound Lead Generation Short-term "pay-to-play" leads: buy from vendors like Bold Penguin, use paid search ads, and sponsorships Long-term strategies: SEO, building backlinks & databases, community engagement, and website optimization Become a recognized authority so prospects call you first 📞 Outbound Lead Generation Hyperfocused and targeted prospecting Make phone calls, do drop-bys, attend community events Join niche associations and have trade show booths Build relationships that pay off now and years down the line 🌟 Ultimate Strategy Combine inbound and outbound methods based on your strengths Add marketing components to outbound efforts: collect business cards, track leads in a database, nurture prospects over time Ensure that when prospects are ready, they contact you first 💡 By mastering both inbound and outbound lead generation, your agency can: 💰 Increase revenue with high-quality leads 🤝 Deepen client relationships 🚀 Build long-term growth and credibility 👍 Don't forget to like, subscribe, and share with other agents ready to grow their commercial insurance pipeline! 🔥 Dive into our latest blog From Novice to Expert: How To Sell Commercial Insurance Effectively https://bit.ly/41W2mWA 🎉 Get our FREE How To Sell Commercial Insurance - Script Booklet https://bit.ly/January2026Freemium 🚀 Ready to elevate your style? 🕶️ Explore our Ridiculously Amazing Insurance Agent Swag Store! https://bit.ly/4aazkY7 📈 Book a meeting with our Agency Performance Partners and unlock tailored strategies for unparalleled success. Elevate your agency's game – schedule your consultation now! https://bit.ly/meetwithAPP 🤝 We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website #HighQualityCommercialInsuranceLeads #CommercialInsuranceLeads #InsuranceAgentMarketing #CommercialInsuranceLeadGeneration #InsuranceSalesTips #InsuranceProspecting #GrowYourAgency #InsuranceAgentSuccess #CommercialInsuranceSales #InsuranceAgencyGrowth #InboundLeadsForInsurance #OutboundLeadsForInsurance #InsuranceLeadGeneration #CommercialLinesInsurance #InsuranceSalesTraining #IndependentInsuranceAgent #InsuranceBusinessGrowth #InsuranceProducerTips #AgencyPerformancePartners #InsuranceMarketingStrategies

🎧 Welcome to the Ridiculously Amazing Insurance Agent Podcast! In this episode, we're breaking down the Commercial Insurance Sales Process Training | Grow Your Agency Fast 🚀 If you're ready to master commercial insurance sales, boost your confidence, and grow your book of business — this episode is packed with proven strategies to help you sell smarter and close faster! 💼🔥 💡 Here's the 5-Step Game Plan You'll Learn: 👉 1️⃣ Get Organized – Understand carrier appetites, identify ideal business types, and prepare smarter submissions to avoid delays. 👉 2️⃣ Lead Generation – Learn creative ways to find quality commercial leads — from past clients and certificate requesters to LinkedIn prospecting and community networking. 👉 3️⃣ Clear Quote Process – Follow a structured sales process and checklist to ensure clean submissions, build rapport, and secure faster quotes. 👉 4️⃣ Negotiate & Collaborate with Underwriters – Discover how to build strong relationships, submit with purpose, and get your quotes prioritized. 👉 5️⃣ Quote Presentation & Closing – Stop just emailing quotes! Present them confidently, highlight your value, and close deals with ease. 🔥 Key Takeaway: Success in commercial insurance isn't luck — it's process. When you're organized, proactive, and confident in presenting value, your agency growth skyrockets. 📈 🎙️ Listen now to level up your sales skills and master the commercial insurance sales process — one step at a time! 👇 Don't forget to: ✅ Like ✅ Subscribe ✅ Drop your biggest takeaway in the comments! 👉 Listen now and start closing more commercial accounts today! 🔥 Dive into our latest blog From Novice to Expert: How To Sell Commercial Insurance Effectively https://bit.ly/41W2mWA 🎉 Get our FREE How To Sell Commercial Insurance - Script Booklet https://bit.ly/January2026Freemium 🚀 Ready to elevate your style? 🕶️ Explore our Ridiculously Amazing Insurance Agent Swag Store! https://bit.ly/4aazkY7 📈 Book a meeting with our Agency Performance Partners and unlock tailored strategies for unparalleled success. Elevate your agency's game – schedule your consultation now! https://bit.ly/meetwithAPP 🤝 We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website #InsuranceAgent #CommercialInsurance #InsurancePodcast #InsuranceTraining #InsuranceSales #CommercialInsuranceSales #InsuranceAgentTips #InsuranceEducation #IndependentAgent #InsuranceProducer #InsuranceAgencyGrowth #InsuranceCoaching #InsuranceLeadership #InsuranceCareer #InsuranceMentorship #InsuranceSalesProcess #InsurancePros #CommercialLines #InsuranceAgencySuccess #RidiculouslyAmazingAgent #InsuranceMarketing #InsuranceDevelopment #InsuranceCommunity #InsuranceAgentsOfInstagram #InsuranceSuccess #GrowYourAgency #InsuranceGrowth #InsuranceSalesTraining

https://bit.ly/4aazkY7🎙️ Ridiculously Amazing Insurance Agent Podcast: How to Grow Insurance Agency 2026 | Leadership, Sales & Strategy Tips Independent insurance agents—are you ready to thrive in 2026? 🚀 In this episode, Kelly Donupiro, your favorite industry BFF, dives into how to grow your insurance agency in 2026 by focusing on leadership, sales strategies, and operational efficiency. The past five years have been nothing short of chaotic, from COVID disruptions to the hard market that followed. Many agencies struggled with carrier exits, rate increases, team burnout, and operational inefficiencies. Those that thrived shared one thing in common: strong leadership and consistent standards. Now, as we enter a soft market, agencies have a chance to reset, refocus, and grow—but only if they adopt the right strategies. In this episode, Kelly covers how agencies can improve visibility, implement proactive renewal reviews, build strong client relationships, and optimize team performance. She also shares practical tips for streamlining processes, increasing revenue per team member, and avoiding "time vampires" that drain resources. Whether it's cross-selling, using integrators/raters, or becoming more "insurance nerdy," these strategies help agents move from survival mode to growth mode. 💡 What You'll Learn: 📊 Industry Outlook & Lessons from the Past 5 Years How COVID and the hard market shaped agency operations Why leadership and standards determine who thrives Transitioning into a soft market and what it means for your agency 🛠️ Soft Market Strategy & Key Focus Areas Proactive renewal reviews for growth and retention Improving efficiency, time management, and revenue per team member Building agency identity and role clarity for CSRs and account managers Implementing strong processes and procedures to avoid "time vampires" Becoming "insurance nerdy" to understand real client risks 📞 Sales & Client Success Moving from a quote process to a full sales process Cross-selling, coverage increases, and "four and score" strategies First Call Resolution (FCR) and leveraging integrators/raters 🌐 Solutions, Training & Resources Online store, cheat sheets, and "insurance nerd" swag Live virtual training, mini-courses, and Agency School subscription Consulting and coaching programs for agencies of all sizes Data analytics support to turn management system data into actionable insights 🚀 2026 Theme & Initiatives Focus on discipline, process, and performance Upcoming soft market series: grow in a soft market, sell more premium, cross-sell, lead teams, and improve time management Reminder: you're not alone—Kelly understands your challenges and is here to help ✨ Why Listen? Boost agency leadership and operational efficiency Improve sales strategies and team performance Prepare for the evolving insurance market in 2026 👍 Like, subscribe, and share this episode with other independent insurance agents ready to grow in 2026! 🔥 Dive into our latest blog From Novice to Expert: How To Sell Commercial Insurance Effectively https://bit.ly/41W2mWA 🎉 Get our FREE How To Sell Commercial Insurance - Script Booklet https://bit.ly/January2026Freemium 🚀 Ready to elevate your style? 🕶️ Explore our Ridiculously Amazing Insurance Agent Swag Store! https://bit.ly/4aazkY7 📈 Book a meeting with our Agency Performance Partners and unlock tailored strategies for unparalleled success. Elevate your agency's game – schedule your consultation now! https://bit.ly/meetwithAPP 🤝 We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website #InsuranceAgency2026 #InsuranceAgencyGrowth #CommercialInsuranceTips #InsuranceSalesStrategies #IndependentInsuranceAgent #AgencyLeadership #InsuranceTraining #InsuranceSuccess #GrowYourAgency #SoftMarketStrategy

https://bit.ly/meetwithAPP🚀 Improve Commercial Sales Skills | Training That Actually Works Commercial insurance is where efficiency meets opportunity—and the right training can help you grow revenue, strengthen client relationships, and build a confident, high-performing team. In this video, we break down how agencies can improve commercial sales skills without throwing new producers into the deep end and hoping they figure it out. 💼 What You'll Learn in This Video: 📈 Why Commercial Insurance Drives Growth Increase revenue while deepening long-term client relationships 🧠 Why "Figure It Out" Doesn't Work How structured training builds confidence and competence faster 🛠️ Programs That Build Knowledge & Swagger Learn how to sell commercial insurance and explain 62 coverages with clarity 🔑 The 3 Training Phases That Work: 🟢 Rookie Phase Master the fundamentals: policy types, terminology, and quoting real-world risks ✔️ Restaurants & slip-and-falls ✔️ Tech firms & cyber exposures ✔️ Quizzes, case studies, and mentorship 🔵 Level Up Build risk assessment skills, customize coverages, and sell by solving problems—not pushing products ✔️ Refine sales techniques ✔️ Gain confidence through practice ✔️ Explore emerging trends 🔴 Rockstar Mastery Go beyond solid production into leadership and advanced strategy ✔️ Global coverage & reinsurance ✔️ Data analytics & client anticipation ✔️ AI-driven underwriting & telematics 💡 Training isn't an expense—it's a growth strategy. Agencies that invest in training see: 😊 Happier clients ❌ Fewer mistakes 💰 Stronger, more predictable revenue 🚀 Faster career growth and job security for their teams 👉 Want to improve commercial sales skills in your agency? Learn more about the How to Sell Commercial Insurance and How to Explain Coverages programs at agencyperformancepartners.com. 👍 Like, subscribe, and share this with a producer who's ready to level up their commercial game! 🔥 Dive into our latest blog From Novice to Expert: How To Sell Commercial Insurance Effectively https://bit.ly/41W2mWA 🎉 Get our FREE How To Sell Commercial Insurance - Script Booklet https://bit.ly/January2026Freemium 🚀 Ready to elevate your style? 🕶️ Explore our Ridiculously Amazing Insurance Agent Swag Store! https://bit.ly/4aazkY7 📈 Book a meeting with our Agency Performance Partners and unlock tailored strategies for unparalleled success. Elevate your agency's game – schedule your consultation now! https://bit.ly/meetwithAPP 🤝 We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website #ImproveCommercialSalesSkills #CommercialInsuranceSales #CommercialInsuranceTraining #InsuranceSalesTraining #HowToSellCommercialInsurance #InsuranceAgentTraining #IndependentInsuranceAgent #CommercialLinesInsurance #InsuranceAgencyGrowth #InsuranceProducer #InsuranceEducation #CommercialInsuranceTips #InsuranceSalesSkills #AgencyTraining #InsuranceLeadership #InsuranceCareerGrowth #InsuranceBusiness #InsuranceSalesSuccess #InsuranceLearning #AgencyPerformancePartners

🎧 Welcome to the Ridiculously Amazing Insurance Agent Podcast! In this episode, we're diving into the Commercial Insurance Training Program: From Rookie to Rockstar 💪 Whether you're new to commercial insurance or a seasoned pro looking to sharpen your skills, this episode will show you how to train with purpose and rise to rockstar status 🌟 💡 Here's what you'll learn: 👉 The Value of Training – Why continuous learning keeps you sharp and ahead of market changes. 👉 Building Confidence – How role-playing, mentorship, and real-world experience boost your confidence with clients. 👉 Relatable Explanations – How to simplify complex coverages so clients truly understand their protection. 👉 Advancing Your Skills – Master strategic planning, anticipate market shifts, and use tech to your advantage. 👉 Benefits for You & Your Agency – Grow your career, earn more, close more business, and improve retention. 🔥 Key Takeaway: Every insurance rockstar starts as a rookie — and those who train with purpose rise fastest. 🚀 A great training program builds competence, confidence, and consistency that drive success. 🎙️ Tune in now and learn how to go from rookie to rockstar in commercial insurance! 👇 Don't forget to: ✅ Like ✅ Subscribe ✅ Comment your biggest takeaway! #InsuranceAgent #CommercialInsuranceTraining #InsurancePodcast #RookieToRockstar #InsuranceSales #InsuranceTraining #InsuranceEducation #IndependentAgent #AgencyGrowth #RidiculouslyAmazingAgent #InsuranceAgencySuccess #InsuranceCoaching #InsuranceMentorship #InsuranceLeadership #CommercialLines #InsuranceCareer #InsuranceProducer #InsurancePros #InsuranceAgencyOwner #InsuranceIndustry #InsuranceProfessional #InsuranceMarketing #InsuranceLife #InsuranceGrowth #InsuranceDevelopment #InsuranceCommunity #InsuranceAgentsOfInstagram #InsuranceSuccess #InsuranceTips #InsuranceTeam

🚀 Find Commercial Insurance Clients with These 10 Lead Generation Tactics Are you looking for practical, proven ways to find commercial insurance clients and consistently fill your funnel? In this video, we break down 10 commercial insurance lead generation tactics that independent insurance agents can start using right away. If you want more opportunities beyond just waiting for the phone to ring, this one's for you 👇 💼 In this video, you'll learn how to: 📞 Leverage Call-In Business Great when it happens—but why it shouldn't be your only lead source 📣 Participate in Agency Marketing Use blogs, videos, and content to position yourself as more than "just an agent" 🤝 Ask for Referrals Consistently A simple habit that drives high-quality opportunities ❤️ Use the 30-Day "I Love You" Call Follow up after a sale and uncover warm introductions 📄 Work Your Certificate List Turn certificate requests into hidden prospecting lists ☎️ Make Outbound Phone Calls Think of calls like lottery tickets—mindset matters 🚶 Do Prospecting Drops Prefer face-to-face? Drop by and introduce yourself 🌐 Network with Purpose Chambers, BNI, and community groups build long-term opportunity 🎯 Go Deep with Niche Marketing Focus on one industry and plug into their associations 🧩 Build Centers of Influence Attorneys, lenders, and accountants can send steady referrals 🎯 Whether you're new to commercial lines or looking to scale production, these strategies will help you find commercial insurance clients more consistently—without relying on just one source. 👍 Don't forget to like, subscribe, and share this with another agent who wants better commercial opportunities. 👉 Listen now and start closing more commercial accounts today! 🔥 Dive into our latest blog From Novice to Expert: How To Sell Commercial Insurance Effectively https://bit.ly/41W2mWA 🎉 Get our FREE How To Sell Commercial Insurance - Script Booklet https://bit.ly/January2026Freemium 🚀 Ready to elevate your style? 🕶️ Explore our Ridiculously Amazing Insurance Agent Swag Store! https://bit.ly/4aazkY7 📈 Book a meeting with our Agency Performance Partners and unlock tailored strategies for unparalleled success. Elevate your agency's game – schedule your consultation now! https://bit.ly/meetwithAPP 🤝 We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website #FindCommercialInsuranceClients #CommercialInsuranceLeadGeneration #CommercialInsuranceProspecting #CommercialInsuranceSales #InsuranceAgentMarketing #InsuranceAgencyGrowth #CommercialInsuranceTips #InsuranceSalesTraining #IndependentInsuranceAgent #CommercialLinesInsurance #InsuranceLeads #InsuranceProspecting #InsuranceSalesTips #AgencyMarketing #InsuranceBusiness #CommercialInsuranceMarketing #InsuranceProducer #InsuranceAgencyMarketing #InsuranceEducation #InsuranceTraining

🎙️ Ridiculously Amazing Insurance Agent Podcast Episode: Commercial Insurance Sales Tips Every Agent Needs to Know Are you ready to take your commercial insurance sales to the next level? Whether you primarily sell personal lines or are a newer producer looking to break into commercial accounts, this episode is packed with actionable Commercial Insurance Sales Tips to help you sell commercial insurance effectively. 💼✨ In this episode, we cover: 🔹 Identifying your agency's best approach to increase commercial sales 🔹 Building a targeted prospecting plan to find quality clients 🔹 Building rapport with commercial contacts before quoting 🔹 Gathering underwriting information efficiently and naturally 🔹 Crafting compelling narratives for underwriters 🔹 Assessing and presenting quotes to highlight value, not just price 🔹 Asking for the business with confidence 🔹 Overcoming objections like a pro 🔹 Effective new client onboarding to secure loyalty 💡 At APP, we believe that having a plan makes trying new strategies easier. This episode will help you: Expand your commercial portfolio Improve profitability Position yourself as a trusted commercial insurance expert If you're ready to go from novice to expert in commercial insurance sales, this episode is your roadmap to success. 👉 Listen now and start closing more commercial accounts today! 🔥 Dive into our latest blog From Novice to Expert: How To Sell Commercial Insurance Effectively https://bit.ly/41W2mWA 🎉 Get our FREE How To Sell Commercial Insurance - Script Booklet https://bit.ly/January2026Freemium 🚀 Ready to elevate your style? 🕶️ Explore our Ridiculously Amazing Insurance Agent Swag Store! https://bit.ly/4aazkY7 📈 Book a meeting with our Agency Performance Partners and unlock tailored strategies for unparalleled success. Elevate your agency's game – schedule your consultation now! https://bit.ly/meetwithAPP 🤝 We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance #CommercialInsurance #InsuranceSales #CommercialInsuranceSalesTips #InsuranceAgentTips #InsuranceTraining #InsuranceProspecting #InsuranceSalesTips #CommercialLines #InsuranceGrowth #InsuranceStrategy #IndependentInsuranceAgent

🔥 Insurance Team Training Ideas: Best Ways New Agents Learn Online Welcome back to the Ridiculously Amazing Insurance Agent Podcast! In this episode, we dive into what truly works when training your insurance team—especially new agents entering the industry. 🚀 If you're looking to level up your team's skills, strengthen your agency's performance, and build confident, knowledgeable agents, this episode is packed with value. 💡 🎧 What You'll Learn in This Episode In this podcast, we break down the essential learning tools, resources, and strategies that help new insurance agents grow FAST and effectively, including: ✨ Continuous Learning Essentials Online blogs and industry magazines Real-world case studies and client interviews Practical, hands-on training programs 📘 Top Education Resources for Agents Beginner & advanced programs from The National Alliance Market insights from The Insurance Journal & Rough Notes 🎯 Training Powered by Performance Partners We offer a variety of on-demand resources designed to build agent confidence and drive retention: Sales skills training Customer service training Time management solutions Retention and client experience strategies 🎓 Online Learning That Works Your agents can sharpen their skills with: Live virtual training sessions On-demand training libraries Consulting services geared toward agency growth 🙌 Why This Matters When your team learns the right way, your entire agency wins. Better skills, better service, better retention—your path to success in 2026 and beyond. 🎄 Happy Holidays and best wishes for an amazing new year! 🔥 Check Out Our Latest Blog: The Insurance Industry Talent Crisis: How to Attract and Retain Top Talent https://bit.ly/41ez8lj 🎉 Get Your FREE New Hire Onboarding Training Plan https://bit.ly/December2025Freemium   🚀 Introducing our How to Hire Top Agency Talent https://bit.ly/4nvgWg1 📈 Ready to Take Your Agency to the Next Level? Book a Meeting with Agency Performance Partners for Tailored Strategies That Drive Real Success. Schedule Your Consultation Today! Book Now https://bit.ly/meetwithAPP 🤝 We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance #InsuranceTeamTrainingIdeas #InsuranceTraining #InsuranceAgentTraining #NewInsuranceAgents #InsuranceProfessionalDevelopment #InsuranceLearning #InsuranceEducation #InsuranceTrainingOnline #InsuranceCoaching #InsuranceAgencySuccess #IndependentInsuranceAgents #InsurancePodcast #RidiculouslyAmazingInsuranceAgent

🚀 Insurance Business Planning Tips: Build a Strong Agency Business Plan Ready to stop winging it and start running your agency with intention? This week on the Ridiculously Amazing Insurance Agent Podcast, we're diving into the #1 tool that separates thriving agencies from struggling ones 👀👇 A strategic business plan. Most agencies don't slow down long enough to plan — and it's costing them money, growth, and peace of mind. But not you. Not this year. 💥 🎧 In This Episode, You'll Discover: ✨ Your TRUE "Why" — and why it's the foundation of every major decision in your agency. ⏳ How to master your resources — because money isn't infinite and time is your biggest power play. 🧩 The #1 mistake agencies make when identifying problems (and how to avoid the shiny-object trap!). 🎯 How to set laser-focused priorities your team can actually execute. 🎉 The surprising importance of celebrating wins — yep, it's a retention tool! 🏡 Aligning your agency with your personal goals so your business supports your life, not the other way around. 📊 Metrics that matter — tracking the numbers that actually move your agency forward. 🌍 Hard market opportunities you can leverage RIGHT NOW. 🎥 Evergreen lead-generation ideas (SEO, blogs, YouTube… the stuff that works 24/7). 🤖 Tech & automation tips to scale smarter, not harder. 👥 The role of continuous team training — because consistency beats intensity every time. 🔥 Why This Episode Is a Must-Watch How to Create an Insurance Agency Business Plan: https://bit.ly/4plgH86 If you want to: ✔ Build a predictable growth path ✔ Strengthen your leadership ✔ Train a powerhouse team ✔ Stop feeling overwhelmed ✔ And finally create a plan you'll ACTUALLY use… Then this episode is your blueprint. We're giving you the mindset, the strategy, and the action steps to build an agency you're proud of — one that grows on purpose. 🙌 🔥 Check Out Our Latest Blog: The Insurance Industry Talent Crisis: How to Attract and Retain Top Talent https://bit.ly/41ez8lj 🎉 Get Your FREE New Hire Onboarding Training Plan https://bit.ly/December2025Freemium   🚀 Introducing our How to Hire Top Agency Talent https://bit.ly/4nvgWg1 📈 Ready to Take Your Agency to the Next Level? Book a Meeting with Agency Performance Partners for Tailored Strategies That Drive Real Success. Schedule Your Consultation Today! Book Now https://bit.ly/meetwithAPP 🤝 We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website #insuranceconsultant #insurancetraining #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention #InsurancePodcast #HardMarketInsights #RidiculouslyAmazingInsurance #InsuranceBusinessPlanningTips #InsuranceAgencyBusinessPlan #InsuranceStrategicPlanning #InsuranceAgencyGrowth #InsuranceAgencySuccess #InsuranceAgencyTraining #InsuranceAgencyLeadership #InsuranceAgencyOperations #InsuranceMarketingTips #InsuranceAgencyCoaching #InsuranceAgencyDevelopment #InsuranceLeadership #InsuranceAgentSuccess #InsuranceAgentTraining #InsuranceSalesTraining #IndependentInsuranceAgents #InsuranceAgencyManagement #InsuranceBusinessCoaching #InsuranceGrowthStrategy #InsuranceTeamTraining #RidiculouslyAmazingInsuranceAgent #InsuranceCoaching #InsurancePlanningTips #AgencyPerformancePartners #InsuranceOperationalExcellence

https://bit.ly/meetwithAPP🎧 NEW EPISODE: Retention Coaching Plan — Customer Service Ideas for Insurance Agencies Welcome back to the Ridiculously Amazing Insurance Agent Podcast! In this episode, we dive deep into the strategies, training tools, and customer service frameworks every independent agency needs to thrive in 2026. 📈💼 Retention has become one of the biggest challenges in today's shifting insurance market — which is exactly why our retention training podcast is our second most popular of the entire year. Agencies everywhere are searching for the right plan, the right structure, and the right approach to keep clients loyal and engaged. In this episode, we unpack what a strong Retention Coaching Plan looks like and how great customer service fuels long-term success. 🌟🤝 ✨ In this episode, you'll learn: 🛡️ Why a structured retention coaching plan is essential for 2026 🎧 How insurance agencies can train teams to truly understand clients 🚀 Key customer service ideas that boost retention instantly 📘 How to create agency standards and processes that support consistency 👩‍💼 The onboarding path for new agents — from vision to values to systems 👥 Why shadowing and skill-based task progression build confidence 📚 How online courses help agents master insurance basics & coverage sales 🎯 The free tools we offer: podcasts, blogs, videos, emails & more 🤝 The benefits of small group training and personalized coaching for deeper support 🔥 Whether you're refining your retention strategy or starting from scratch, this episode gives you real, actionable tools to protect your book and grow your agency in 2026. 👇 Watch, learn, and start building your retention coaching plan today! Don't forget to like, comment, share, and subscribe for more ridiculously amazing content for independent insurance agents. 🔥 Check Out Our Latest Blog: The Insurance Industry Talent Crisis: How to Attract and Retain Top Talent https://bit.ly/41ez8lj 🎉 Get Your FREE New Hire Onboarding Training Plan https://bit.ly/December2025Freemium   🚀 Introducing our How to Hire Top Agency Talent https://bit.ly/4nvgWg1 📈 Ready to Take Your Agency to the Next Level? Book a Meeting with Agency Performance Partners for Tailored Strategies That Drive Real Success. Schedule Your Consultation Today! Book Now https://bit.ly/meetwithAPP 🤝 We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website #InsuranceRetention #RetentionCoachingPlan #InsuranceAgencyTraining #CustomerServiceIdeas #IndependentInsuranceAgents #InsurancePodcast #AgencyPerformancePartners #KellyDonahuePiro #InsuranceTraining #InsuranceCustomerService #RetentionStrategies #InsuranceOnboarding #InsuranceEducation #AgencyGrowth #InsuranceAgencyLeadership