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!

🎧Upset Clients Insurance: How a CSR Expert Handles Customers with Confidence In this episode of the Ridiculously Amazing Insurance Agent Podcast, we sit down with Stephen Harrington to uncover how insurance customer service representatives (CSRs) can masterfully handle upset clients while maintaining trust and professionalism. Stephen shares actionable tips to help your CSRs become the calm in the chaos — focusing on building relationships, not just solving problems. 🌟 ✅ What you’ll learn in this episode: 🧘‍♀️ Why staying calm, confident, and empathetic is key 💬 How to validate customer feelings without accepting fault 🤝 The power of phrases like: “I completely understand why you’re frustrated; if I were in your shoes, I’d feel the same way.” 🔍 How to use your agency management system to review account history effectively 📋 Why setting clear, realistic next steps builds confidence and trust 🫶 How being a CSR insurance expert means building long-term relationships, not just fixing immediate problems Whether you’re a CSR yourself or you’re coaching your service team, this episode is packed with tips to help your agency thrive — even when customers are at their most frustrated. 👇 Listen now and learn how to handle upset clients with confidence! #RidiculouslyAmazing #InsuranceAgents #CustomerServiceTips #UpsetClientsInsurance #InsuranceCSR #InsuranceExpert #InsuranceCustomerService #HandleAngryCustomers #InsuranceAgencySuccess #CustomerServiceExcellence #InsuranceLife #CalmInTheChaos #IndependentInsuranceAgents

🎙️✨ Mastering Complaints: Insurance Agency Customer Service Training Tips for Outsourcing ✨🎙️ Are your clients frustrated about outsourcing? 🤔 Are your team members struggling to handle complaints confidently? In this episode of the Ridiculously Amazing Insurance Agent Podcast, we share practical customer service training tips to help independent insurance agencies turn outsourcing complaints into opportunities for exceptional service. You’ll learn how to set expectations, address client concerns with empathy, and empower your staff with proven scripts and strategies. 💡 ✅ What you’ll discover in this episode: Why more agencies are embracing customer service outsourcing 📈 The most common staff and client concerns — and how to address them 👥 Benefits of outsourcing: cost savings, scalability, expertise, and more 💼 A step-by-step script for handling insured complaints about outsourcing 📝 How to train your team to confidently explain and reinforce your model 🎯 Ways you can work with us: in-person, virtual, small group, or online courses 🌐 💬 Outsourcing can feel uncomfortable at first — for both your team and your clients. But with the right training and mindset, you can keep your service levels high while meeting today’s staffing challenges head-on. 👋 Work with us at Agency Performance Partners: We offer training and support for agencies through: ✨ In-person workshops ✨ Virtual sessions ✨ Small group classes ✨ Online self-paced courses 📩 Contact us today to learn more and get started! 👉 Don’t forget to like, comment, and subscribe for more tips to help your agency thrive! #InsuranceAgents #CustomerService #Outsourcing #InsuranceTraining #RidiculouslyAmazing #IndependentInsuranceAgents #InsuranceAgencyLife #InsuranceStaffing #CustomerServiceTips #InsuranceCoaching #InsuranceBusiness #AgencyGrowth #ClientRetention #InsuranceSupport #InsuranceCareers #InsuranceLeadership #InsuranceCustomerService #VirtualAssistants #AgencyTraining #InsuranceTeamSuccess #InsuranceStrategies

🎙️ Insurance Customer Service Techniques to Calm Upset Clients Dealing with upset clients is part of the job as an independent insurance agent — but with the right techniques, you can turn a tough conversation into a moment of trust and loyalty. In this episode of the Ridiculously Amazing Insurance Agent Podcast, we share proven customer service strategies tailored for insurance professionals to help you stay calm, professional, and effective when clients are upset. 💡 What you’ll learn in this episode: 👂 Why listening (without interrupting) is your most powerful tool 🔍 How to clarify and reconstruct the situation without confrontation 🙏 Why thanking clients for reaching out builds trust 🗓️ How to clearly explain next steps, including deadlines & bad news 📞 The importance of follow-up and follow-through to prevent escalation 🧰 Why preparation is key to handling tough customer interactions ✨ Every upset client is an opportunity to prove your value — don’t let it go to waste! 👇 Watch now, subscribe, and share this with your team to deliver Ridiculously Amazing customer service every time. #InsuranceAgent #CustomerServiceTechniques #CalmUpsetClients #InsuranceCustomerService #IndependentAgent #HandlingUpsetClients #CustomerExperience #InsuranceTraining #ClientRetention #InsuranceServiceExcellence #RidiculouslyAmazing #InsuranceCSR #ProfessionalService

🎙️ Customer Service Complaint Handling Tips: Best Insurance Examples to Learn From As an independent insurance agent, you’ve heard it before: “I’m not happy with my premium!” or “Why did my policy change?” Upset customers are part of the job — but how you handle them determines whether they stay loyal or shop elsewhere. In this episode of the Ridiculously Amazing Insurance Agent Podcast, we share practical tips and real examples of great customer service in the insurance industry — so you and your team can handle complaints with confidence, empathy, and professionalism. 💡 What you’ll learn in this episode: 🤝 Why acknowledging customer frustration is the first step to resolution 📝 How scripts and training empower your team to stay calm and effective 🚀 Tips for overcoming staff resistance to using scripts and processes 🎥 How our video training, process packs, and live programs can level up your customer service 🧰 Why agency culture plays a huge role in handling complaints successfully 🔜 A sneak peek at future trainings on outsourcing and managing upset customers ✨ Every complaint is a chance to show your value and strengthen client relationships — don’t waste it! 👇 Watch now, subscribe, and share this with your team to start delivering Ridiculously Amazing service today! #InsuranceAgent #CustomerServiceTips #ComplaintHandling #InsuranceCustomerService #IndependentAgent #CustomerExperience #InsuranceRetention #ScriptsForSuccess #InsuranceTraining #HandlingUpsetClients #InsuranceTeamDevelopment #InsuranceServiceExcellence #RidiculouslyAmazing

🎧 Ridiculously Amazing Insurance Agent Podcast 🎧 Episode: Insurance Agency Tips 2026 – Strategies to Level Up in a Changing Market Independent insurance agents, 2026 is coming fast—are you ready to crush it? 🚀 This episode is packed with practical insurance agency tips 2026 that will help you adapt, grow, and outshine the competition. Join Kelly Donahue-Piro as she shares bold predictions and step-by-step strategies designed for agencies that want to stay ahead of the curve. Here’s a sneak peek of what you’ll discover: 💡 Embrace Technology & Data 📊 Make your management system the single “system of truth.” 🤖 Tap into AI, telematics, and carrier apps to create a smarter, more efficient agency. 📚 Deepen Your Knowledge 🧐 Become the ultimate “insurance nerd,” mastering unique carrier offerings, discounts, and quoting strategies. 💡 Elevate your expertise so you’re the go-to resource for every client question. 🔥 Shift to a Sales-Focused Culture 📞 Proactively schedule renewal review calls. 🎯 Master remarketing and overcome price objections with confidence. 🙌 Invest in Talent & Training 🧩 Welcome VAAs, bots, and entry-level hires. 🏆 Build strong training programs and hold your team to high standards. 💎 Exceed Client Expectations 💼 Deliver exceptional service and professionalism as premiums rise and customers shop around. 📈 Manage by Performance 📝 Set clear benchmarks and implement real accountability—no more “nice-to-have” empathy only. 💪 Overcome Fear 💬 Tackle tough price conversations head-on. 🔄 Embrace change to future-proof your agency culture. This isn’t just another industry chat—it’s your blueprint for a thriving, future-ready agency. 🌟 👉 Hit Subscribe for more Ridiculously Amazing episodes filled with fresh ideas, actionable strategies, and the motivation to take your agency to the next level. 🎯 Plan for 2026 & Beyond Take your strategy further with our Annual Strategic Planner 👉 https://bit.ly/annualstrategicplanning #InsuranceAgencyTips2026 #InsurancePodcast #InsuranceTrends #InsuranceAgencyGrowth #IndependentAgents #InsuranceMarketing #InsuranceTechnology #InsuranceSales #InsuranceGrowth #InsuranceLeadership #InsuranceAgencyOwners #InsuranceBusiness #InsuranceInnovation #InsuranceAutomation #InsuranceTraining #InsuranceManagement #InsuranceAgencySuccess #InsuranceFuture #InsuranceAI #InsuranceIndustry2026

🎙️ Ridiculously Amazing Insurance Agent Podcast 🎙️ Episode: Accountability Plan for 2026: Level Up Your Insurance Agency Independent insurance agents, 2026 is the year to level up your agency! 🚀 In this episode, Kelly Donahue-Piro dives into why accountability is critical for your agency’s success and shares strategies to implement a solid plan that drives performance, culture, and results. Here’s what you’ll learn in this episode: 💡 Why Accountability Matters 📊 People thrive with structure and clear expectations. ⚠️ Without accountability, chaos, frustration, and low performance can take over. ❌ Simply assuming licensed agents will do their job isn’t enough—data proves otherwise. 🔥 Consequences of Ignoring Accountability 💸 Wasted resources and increased stress for leaders. 🏢 A culture where directives become optional. 🎁 Bonuses and perks without performance can backfire. 🛠️ Strategies to Implement Accountability ✍️ Clear Expectations: Update strategic plans and job descriptions to reflect each person’s role in achieving the mission. 🎉 Strategic Plan Launch ("Spirit Week"): Kick off January with company-wide meetings, motivational speakers, quizzes, games, and prizes. 📅 Regular Check-ins: Monthly "all hands-on-deck" meetings to track progress. 🤝 One-on-One Meetings: Address performance issues with 6–8 direct reports using data-driven discussions. 📝 Progressive Discipline: Verbal warning → Written warning → Performance plan → Termination, if needed. 💪 Overcoming Fear 🔥 Don’t fear holding people accountable—even if some leave. 🌟 Aim for top-tier employees and never settle for mediocrity. ✨ Treat accountability like the backbone of a functional, successful agency. This episode is your blueprint for building a future-ready agency in 2026! 🌟 🎯 Plan for 2026 & Beyond Take your strategy further with our Annual Strategic Planner 👉 https://bit.ly/annualstrategicplanning #InsuranceAgencyTips2026 #AccountabilityPlan2026 #InsurancePodcast #InsuranceAgencyGrowth #IndependentAgents #InsuranceLeadership #InsuranceManagement #InsuranceSales #InsuranceStrategy #InsuranceTraining #InsurancePerformance #AgencySuccess #InsuranceBusiness #InsuranceCulture #InsuranceTeam #InsuranceInnovation #InsuranceTechnology #InsuranceFuture #InsurancePlanning #InsuranceLeadershipDevelopment

🎧 Insurance Agency Performance Secrets with Mike Crowley | Ridiculously Amazing Insurance Agent Podcast In this episode of the Ridiculously Amazing Insurance Agent Podcast, we sit down with Mike Crowley — a third-generation agency owner from Syracuse, NY — to uncover the secrets behind driving insurance agency performance in today’s challenging market. Mike shares his journey into the family business and his fresh perspective on leadership, hiring, and embracing change. Whether you’re struggling to attract talent, adapt to technology, or build a stronger culture, this episode is packed with actionable insights for independent insurance agents. 💡 What you’ll learn in this episode: ✨ Mike’s story: How he found his place in the family agency business ✨ Why agencies that embrace AI and virtual assistants are thriving ✨ How “the bar is low” — and why now is the time to stand out ✨ Why new hires often outperform seasoned agents ✨ Smart strategies for hiring: focus on roles, not just “insurance jobs” ✨ How to attract 125 applicants with creative job titles ✨ Why adjusting pay scales is key to attracting top talent ✨ The role of positive leadership in fostering a thriving culture 🚀 Don’t let your agency get stuck in a bubble — learn how to lead your team into the future with confidence and strategy! 👉 Subscribe now and listen to more episodes of the Ridiculously Amazing Insurance Agent Podcast for more strategies to grow your agency. #InsuranceAgency #InsuranceAgentPodcast #AgencyPerformance #MikeCrowley #InsuranceLeadership #IndependentAgents #AgencyCulture

🎙️ How to Win Over Upset Insurance Customers Through Empathy and Great Service As independent insurance agents, you’re bound to face customers who are frustrated, upset, or even angry. But how you handle those moments defines your agency’s reputation — and can even turn a tough situation into a loyal client for life. In this episode of the Ridiculously Amazing Insurance Agent Podcast, Steven Herring from Agency Performance Partners shares how to win over upset customers in the insurance industry with empathy, professionalism, and proactive communication. 💡 What you’ll learn in this episode: 🤝 How to acknowledge customer emotions and show authentic empathy 📋 Why reviewing customer history builds trust and confidence 🗣️ Tips for clear, reassuring communication — even when there’s no perfect solution ✅ The importance of keeping your word and following up professionally 🌟 How to make customers feel truly seen, heard, and valued 🔑 Why presence and proactive service turn challenges into opportunities for loyalty ✨ Remember: every upset client is a chance to show your agency’s value and stand out from the competition. 👇 Watch now, subscribe, and share with your team to start delivering customer service that wins over even the most frustrated clients! #InsuranceAgent #WinningOverUpsetCustomers #InsuranceCustomerService #CustomerServiceExcellence #IndependentAgent #InsuranceCustomerCare #InsuranceRetention #EmpathyInInsurance #HandleUpsetClients #InsuranceClientLoyalty #InsuranceTeamTraining #CustomerTrust #InsuranceCustomerExperience #InsuranceSuccessTips #RidiculouslyAmazing

🎙️ How Scripts Improve Customer Service in Insurance Interactions Do scripts feel awkward or unnecessary? 🤔 Many independent insurance agents shy away from using scripts — but the truth is, they’re powerful tools to help you deliver consistent, empathetic, and professional service. In this episode of the Ridiculously Amazing Insurance Agent Podcast, we dive into how scripts can transform your customer interactions and strengthen client relationships. 💡 What you’ll learn in this episode: 📝 Why scripts work — even for seasoned insurance pros 🎭 How to make scripts feel natural and authentic to your voice 🚀 The key scripts every service team member should master, including: Handling premium increase concerns Proactive renewal review introductions Explaining why not to remarket De-escalating angry clients Cross-selling during renewals …and more! 🔑 Tips for practicing, personalizing, and embracing scripts with confidence 💪 Why pairing scripts with coaching and role-play leads to better retention & trust ✅ Whether you’re a new agent or a veteran, this episode will show you how to turn even the toughest calls into opportunities to wow your clients. 👇 Watch now, subscribe, and share with your team to start delivering customer service that truly stands out! #InsuranceAgent #CustomerServiceScripts #IndependentAgent #InsuranceCustomerService #HandlingUpsetClients #InsuranceRetention #InsuranceTeamTraining #InsuranceServiceExcellence #ScriptsForSuccess #InsuranceCoaching #DeescalationTips #InsuranceCustomerExperience #RidiculouslyAmazing #InsuranceCallScripts #InsuranceClientCare #ProactiveCustomerService

🚀 Ridiculously Amazing Insurance Agent Podcast 🎙️ Episode: Insurance Agency Leadership Tips – Stop Wearing Too Many Hats 👒 Are you an independent insurance agency owner trying to do it all? In this episode, Carl Salinas of Salinas Insurance in Elkhart, Indiana, shares how he went from “drowning” in daily tasks to building structure, improving morale, and creating sustainable growth. 💡 ✨ Here’s what you’ll learn: 👥 Delegation & Specialized Roles – How hiring a profitability manager freed up Carl’s time to focus on growth. 📋 Clear Job Descriptions – Why defining every role (including the owner’s!) reduces frustration and increases efficiency. 🔄 Streamlined Processes – The power of consistent systems for tasks like payments and client requests. 🛠️ Creative Solutions – How a part-time inspector helped agents save time and focus on high-value activities. 😀 Happier Teams & Growth – Why structure and delegation lead to smiles, reduced stress, and better results. Carl’s journey is a reminder that to grow, agency owners must work on the business, not just in it. 👉 Tune in now to discover leadership strategies that can help you stop wearing too many hats and start scaling your agency the right way! #InsuranceAgency #LeadershipTips #RidiculouslyAmazingAgent #InsuranceAgencyLeadership #InsuranceAgencyGrowth #IndependentInsuranceAgent #InsuranceMarketing #InsuranceTraining #InsuranceCoaching #InsuranceAgencyOwner #AgencyLeadership #InsuranceSuccess #InsuranceBusiness #InsuranceAgencyTips #InsuranceStrategies #AgencyGrowth #InsuranceLeadership #InsurancePodcast #InsuranceAgencyManagement #InsuranceDelegation