While LIVE transfers are designed to be answered as they come in, there are definitely times when it is impossible to do so.  We might be doing other quotes, multiple transfers might come in at the same time, or perhaps we have a customer walk into the office.  Whatever the reason, it is crucial that... Read more »

One of the most important policies you can offer a customer, we often overcomplicate the umbrella “presentation.” Join us this week to learn a very simple yet effective way to make sure you are offering this to your prospects and customers every time!

The asset conversation is crucial if we want to help protect our customers with insurance. I mean, how can we give the RIGHT advice if we don’t know what we are protecting? So often, we hear that this part of the conversation makes sales producers feel uncomfortable because they feel it’s too personal and invasive.... Read more »

This week we will work on planning our vision for the upcoming year. The more specific we are with where we want to go, the more likely we will get there! By the end of this episode, you will be fully prepared to work on your own vision and create one that will have a... Read more »