The Ridiculously Amazing Insurance Podcast: 4 Insurance Agency Processes

4 Insurance Agency Processes

Jun 11, 2021

In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos. Kelly discusses the four agency processes that your agency should invest in.

Episode Highlights:

Kelly shares how to handle a client cancellation. (1:28)
Kelly mentions a significant factor when someone calls in to cancel. (2:44)
Kelly gives a couple of tips on how to prevent a cancellation. (3:42)
Kelly shares the second process: personal lines endorsement checklists. (6:46)
Kelly explains some important tips when working on a checklist. (7:33)
Kelly gives us the third process, which every agency should invest in. (11:32)
Kelly shares the final process: how to set goals for your agency. (15:46)

Key Quotes:

“One of the things that everybody's empowered with is ways to stop the cancellation. At the end of the day, just a few tips and tricks can go a very long way.” - Kelly Donahue-Piro
“I'm a firm believer that we need checklists for as many things as possible. Even if we've been doing it for 20 years, this is where mistakes happen.” - Kelly Donahue-Piro
“At the end of the day, a small investment in this can really pay off. When we work with agencies and put a new producer on this, the skill set of leaving the voicemails and getting proactive makes a huge difference.” - Kelly Donahue-Piro

Resources Mentioned: