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Previous Newsletters
Trained but not producing
Finishing training is not the finish line. It is the starting line. I call the space between them the knowing and doing gap. Your team knows the...
Where should your new hire fail?
Your new hire is going to fumble the life pivot. That is guaranteed. The only question is who hears it. A teammate in practice. Or a customer on the...
You are training too many things at once
New hires do not drown in work. They drown in information. Five products. Three systems. Ten scripts. All in week one. When everything is important,...
The day one speech
Day one sets the pattern. Most day ones set the wrong one. Paperwork. Videos. A tour. Then a chair in the corner. Seventeen plus years working with...
Hiring in January is too late
If you want production in January, the hire happens in October. Not January. Work the calendar backward with me. Hire in October. License in...
Ask this in your next interview
Interviews measure talking. Production comes from applying. Those are different skills. I have watched agencies hire the best talker in the room and...
Stop hiring for insurance experience
Experience looks safe. It is often expensive. An experienced hire brings habits. Some good. Some you will spend a year trying to unlearn. On my...
Watching is not practicing
Shadowing feels like training. It is not. It is watching. I've watched plenty of team members shadow other team members in my career. Watching them...
The math on your last bad hire
A bad hire does not cost you a salary. It costs you a season. After coaching hundreds of agencies, I can tell you most owners never run the real...
Your last hire did not fail
Your last hire did not fail. Your first 30 days did. Big difference. In 17+ years in our industry, I’ve watched the same story on repeat. New hire...
Stop quoting policies. Start finding gaps.
Most teams are trained to quote. Not enough teams are trained to find gaps. That is why they get stuck. They quote auto. Quote home. Quote life....
What your team should ask before lowering coverage
When a customer asks to lower coverage, most teams go into fix mode. They look for discounts. Change deductibles. Remove options. Cut premium....
Your team is not losing life sales. They are skipping the setup.
Your team may not be losing life sales. They may be skipping the setup. Big difference. Most teams jump too fast. They go from normal conversation...
The added vehicle pivot your team should memorize
An added vehicle is not just an added vehicle. It is a buying signal. Something changed. New car. New payment. New driver. New risk. But most teams...
One DI question that makes customers stop and think
Most DI convos fall flat because the team starts with DI. That is too soon. The customer is not thinking about disability insurance. They are...
Your auto book is full of life insurance openings
Your auto book has more life openings than most teams see. Not because the need is hidden. Because the team is not trained to listen for it. Young...
The home quote question your team should ask every time
Most home quotes are handled like a price check. That is a problem. Your team gets the address. Runs the quote. Talks premium. Then hopes the...
Stop letting auto changes end as auto changes
Most auto changes end too fast. Customer calls in. Your team adds the car. Updates the lienholder. Takes the payment. Then hangs up. That is a...
The simple question that opens more life conversations
Most life conversations don't fail because the customer said no. They fail because the question was weak. Weak questions get weak answers. Your team...
Life insurance gets easier when you stop making it about life insurance
Life insurance feels hard when your team makes it about life insurance. That is the problem. Most customers do not wake up thinking about a policy....
Most offices miss this DI opportunity
Most DI chances are not missed because your team is lazy. They are missed because your team is moving too fast. They fix the billing issue. They...
The easiest DI conversations start with auto loans
Your auto book is talking. Most teams just are not trained to hear it. When a customer finances a car, they now have a payment. That payment depends...
Repetition Wins. Why One-Time Training Does Not Stick
Let me ask you something… Have you ever trained your team on something, felt good about it, and then watched them not use it the next week? You...
The Leadership Tax That Slows Agency Growth
If your team still comes to you with the same questions, fixes, and problems every day, your agency does not have a people problem. It has a systems...
























