Case Studies & Usage Examples

We get that question. Kind of a lot. Or some form of it (How do I search by GL xdate). Spoiler, such a database doesn’t exist. That’s the bad news. So there’s good news, you ask? Yes. … Read More

Leverage (verb) – use something to maximum advantage. This is why the Class and Carrier Reports were built, a means for an agent to maximize their advantage in a new business opportunity. … Read More

Thanks to current technology (last 15 years), practically all operations conducted in a typical insurance office can be done remotely, and for a very reasonable price point. And despite the industries best effort to keep work at work, nature has forced us to adopt the alternative, homework. Are you struggling, fighting with it? Or are you exploring the plethora of available productivity tech, learning about it, and thriving along the way? As a fully remote company, here are a few tools we rely on to manage projects, communicate effectively, and prioritize tasks (no face mask required). … Read More

A little embellishment goes a long way. To much, and your credibility comes into question. What’s to much? Check out this example. … Read More

The facile answer to your facile question is YES. If you contact the right person, at the right time, and say the right things, do the right things, and follow through the process you WILL land that account. But you won’t land all of them. No one does. And if you’re banking on a (insert prefix) mail campaign that doesn’t include a phone call or three, you’re bound for failure (or worse – mediocre results). You know how I can tell top Producers from the rest? The top Producers spend their time figuring out how Insurance Xdate is going to fit in and improve an already successful strategy. We never brought an agency back from the grave, that I know of, but that’s not what we do anyway. Xdate is a fixed constant in an otherwise variable sales equation. Confused yet? Read on. … Read More

Remember when owning a fax machine meant your agency was ahead of the tech curve? Me neither. I’m a millennial, but in the 80’s it was a game changer for the commercial insurance sales cycle. While the times and devices have changed the principles remain. When is the last time you looked at the new tools and resources being developed and how they can be applied to commercial insurance prospecting? … Read More

Your agency and your carriers may have an encompassing risk appetite but that doesn’t mean your prospecting list should follow suit. In fact, why on earth would you have just 1 prospecting list? In this little post I am going to show you how to improve your odds on the phone and more effectively secure appointments by applying a simple trick to your prospecting list set up. … Read More

“If you fail to plan, you are planning to fail.” ~ Benjamin Franklin. Putting the calls in but not seeing them convert to new biz appointments? Now would be a good time to evaluate your marketing plan and figure out what’s going wrong or in need of adjusting. You do have a marketing plan, don’t you? … Read More

How are other agencies making use of your service? Are they getting results? We get these questions a lot. Given the competitive nature of our product and the insatiable thirst for new business that you maniacs have, it shouldn’t be hard to believe that our users’ respective methods and approaches are closely guarded and rarely shared…and vary greatly. … Read More

How are other agencies making use of your service? Are they getting results? We get these questions a lot. Given the competitive nature of our product and the insatiable thirst for new business that you maniacs have, it shouldn’t be hard to believe that our users’ respective methods and approaches are closely guarded and rarely shared…and vary greatly. … Read More