LAUNCH

?? Just LAUNCHED?Client-Facing Action Plans No more static PDFs, Excel files & fragmented emails – now, clients can access a live, shared Mutual Action Plan: ?? Assign tasks?to clients with clear due dates ?? Track progress?in real-time ?? Get notified?on overdue items It’s all about collaboration and keeping everyone on the same page, every step of the way. Happy MAPing

Sometimes you need to get creative on how you get leads!

Clients often don't know how they can position themselves appropriately in the insurance marketplace. Educating them on the right way to approach the market is key in getting them results!

There is no magic button to generate new business. You just have to do the work. Listen here: https://hubs.li/Q02FdQxN0 Watch here: https://hubs.li/Q02FdVMz0

Wishing you all a relaxing and SAFE 4th of July! Enjoy the time surrounded by family and friends.

Give your referral sources the verbiage that you want them to use to make an introduction on your behalf. This way you can control what they say and keep it in your process! Listen here: https://hubs.li/Q02FdTHh0 Watch here: https://hubs.li/Q02FdSm20

Better risk management = better insurance. Cheaper premium, better coverage and better outcomes. Focus on risk management first and then figure out what insurance to buy.

What a fun conversation with Carey Wallace and Lindsay Wallace, MPA on #InsuranceRefocused! Our industry is experiencing a shift and those that listen to people like these two are ahead of the game.

Remaining Fiercely Independent. That's what Guffy Wright and The Mahoney Group strive for. Sneak peek of our conversation on Getting Past the Premium Podcast - drops tomorrow!

When I started as a Producer in the business I got the ole "Welcome, here is your study material, pass your test and then go right some business" talk. We didn't have a ton of guidance and coaching to help new producers get off the ground. Fortunately, I had a long runway and a lot of people willing to help me "figure it out". A lot of new producers don't have this support though. It is sink or swim, eat what you kill, without much of a training platform or guidance on how to hunt. I am a big believer in the power of a coach to help us get to the next level. While I would imagine a lot of agency owners would like to invest more in coaching and training their producers sometimes it just isn't feasible. So, if you are in the same boat I was in; searching for some guidance to help you grow your book of business, message me "GROWTH" and I can tell you about the coaching group that Rob Jacomen and I are running. We decided to provide the coaching and guidance that producers need and that sometimes agencies lack in providing. This group is ONLY going to be for those producers that want to put in the work it takes to not only grow but to SCALE their books of business to levels you never thought possible. If you want in shoot me a note and let's chat!