Today In 5 Minutes Or Less (TLDR):

• 🔒 Automating Sales and Service in Insurance🔒

• Persevering in Insurance: Mindset is the Key to Su …

• Around The Web 🌎

🔒 Automating Sales and Service in Insurance🔒

Dear Insurance Agent,

Ready to break out of plateaus, free your team from repetitive busywork, and ignite more sales? This week, we've got a batch of field-tested strategies to automate, upgrade, and supercharge how you run your insurance business—straight from two guys obsessed with streamlining the agency life.

Here's what we've found works, in and out of the trenches:

1. Audit Your Team’s Time.

Cut Out What’s Not Selling.

• Hand each team member a notepad for one week. Have them write down every task they do that isn’t sales-related.

• At week’s end, look for patterns: which 2-3 busywork items come up again and again? (Examples: onboarding hiccups, billing questions, device activations.)

• Tally those “time thieves.” They’re where your efficiency is bleeding out.

ACTION: Prioritize automating, delegating, or process-mapping those top offenders—before you hire more staff.

2. Perfect Your Onboarding.

Happy Clients, Fewer Distractions.

• Create a crystal-clear onboarding checklist: What happens Day 1, Day 2, Day 10, Day 30, and at the first renewal?

• Ensure every new policyholder gets a welcome pack AND a welcome call. Sounds old-school, but it dynamically reduces future service headaches and boosts cross-sell.

• Pro tip: Assign onboarding to a dedicated person, even if it’s part-time to start.

ACTION: If you do nothing else, launch a Day 7–Day 10 welcome call routine. It’s the #1 fast-track to plug the leaky bucket.

3. Automate to Dominate.

Let Tech Do the Heavy Lifting.

• Adopt automation tools to replace manual touchpoints—policy follow-ups, document requests, review asks, cross-sell nudges.

• Don’t be afraid to customize how you engage: not every client wants the same frequency or channel. Smarter systems learn your customer’s preferences!

• Start small: even automating a single follow-up step can reclaim hours every month.

ACTION: Build one automation or cadence this week. Use technology for what it does best—freeing up your people for what they do best.

4. Track What Matters—Not Just Sales

• Develop a daily activity dashboard (digital or whiteboard) visible to the team: calls, quotes, policies, and key process completions.

• Celebrate every win, not just the big numbers. Momentum multiplies motivation.

• Bonus tip: Make success visible. A quick, celebratory email or shoutout after each sale lights a fire under the whole team.

ACTION: Choose one key daily metric that predicts your agency’s success and track it obsessively.

5. Evaluate Employees Like Clients—Document Everything

• Keep ongoing notes and logs on employee performance, growth conversations, and any issues—just like you do with client files.

• Regular documentation helps when making tough staffing calls and shields your agency in case of disputes.

• If possible, put these notes into an HR system, not just sticky notes on your monitor.

ACTION: Start your “Employee AMS” folder today. Consistency beats memory, every single time.

6. Play the Long Game:

Recruit. Train. Motivate. Make It Rain.

• Always be recruiting—even when you’re “full.” Build a pipeline of talent ready to plug & play.

• Invest big in training and motivating. Not everyone who starts will go the distance, and that’s okay.

• When your team is skilled and fired up, your office’s energy turns electric—and so do your results.

ACTION: Block out an hour this week to review your recruiting and training pipeline. Who’s next up?

Final Wisdom:

Don’t let “I don’t have enough money/time/people” become your excuse. Passion paired with a clear plan, tight processes, and the courage to keep leveling up will blow open even the tightest market.

Implement one of these—just one—and you’ll feel the impact. Do more, and watch your agency run itself while you scale new heights!

Until next time, keep crushing it!

Craig Pretzinger and Jason Feltman

The Insurance Dudes! 🚀

Persevering in Insurance: Mindset is the Key to Success

Ultimately, success comes with a cost, often requiring time, patience, and sacrifice. It doesn't happen overnight and it's certainly not easy. Our guest, David Duford, sheds light on the grinding journey many of us have been through. In the world of insurance, as in life, the key lies in "seeing the people, seeing the people, seeing the people." It's about constantly keeping your pipeline overflowing, almost to the point where you feel overwhelmed by opportunities, rather than bogged down by lack of them.

There's this human tendency to give up just when we're on the brink of success. But pushing through those tough times builds character, mental strength, and resilience - traits essential for lasting success. This commitment to "seeing the people" and always having prospects is what truly makes a difference.

It's not just about jumping into a career and instantly excelling, especially not in insurance. Like David, many of us started elsewhere, faced struggles, and felt out of place initially. But those beginnings fuel the drive to push ahead, learn, and adapt. You have to allow yourself to go through those initial missteps, realizing they're stepping stones to better things.

Ask yourself, do you want the problem of not having enough people to talk to, or would you prefer the challenge of managing an abundance of leads? Both are challenges, but only one propels your business forward. Keeping a full to over-full pipeline of prospects is not just impressive, it's necessary.

Being proactive is integral. Too many people let the pain of rejection or loss take them out of the game. But remember, each "no" is just a step toward a "yes." A scarcity mindset could lead you to dwell on the few losses, while an abundance mindset helps you focus on the numerous opportunities still ahead.

Lead generation stands out here. Whether it's cold calling, seminar marketing, or direct referrals, you have to get in front of people consistently - that's the game. But while lead generation is key, so is the mindset you carry with you. People often fall into a scarcity mindset, hindered by the fear of wasted time or money. Instead, shift to a mindset of abundance, where each door that closes just points you in a new direction with even greater potential.

It's about trading up challenges; opting for those 'good problems' - overflowing leads, quotes to run, and calls to return. It's about crafting a sustainable process that keeps you in the game and multiplying success.

Around The Web 🌎

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