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Today’s episode I have a special guest joining us – Vanessa Kimball, an agency founder and entrepreneur in the insurance industry. With over 30 years of experience and as a finalist for the Implementer of the Year award, Vanessa is here to share valuable insights and strategies for success. Her planning process for the next year has already begun, with each salesperson creating a list of things to do. Vanessa also highlights the agency’s desire to be more involved in the community, connecting with their clients on a deeper level. We dive into various aspects of Vanessa’s agency, Kimball Insurance. From the implementation of automation to better serve customers to the importance of relationships in the insurance industry. Vanessa also shares how her team utilizes video proposals, onboarding videos, and CRM software to enhance client experiences. Let’s continue to learn and grow together.
Highlights:
- Teams have a sheet for discussing concerns and clarifications, set by staff.
- Implementing quarterly staff meetings instead of individual ones to discuss agency updates.
- Setting the vision is important. Being able to complete the vision organizer process helps set the vision for the future.
- Follow processes, discuss goals, and create a roadmap.
- Finding video proposals useful for communicating due to time differences. New hires will also be trained for video proposals.
- Leading by example, sharing your own experience. Good leadership.
- Automated customer contact leads to an increased response rate.
About Vanessa Kimball:
Vanessa Kimball, CIC, CISR Founder, Owner, and CEO, Kimball Insurance, The Kimball Group
Vanessa was 2023 UPP Implementer of the Year Finalist
Vanessa Kimball stands as a prominent figure in the insurance industry, embodying the roles of Founder, Owner, and CEO at Kimball Insurance, part of The Kimball Group. Her distinguished credentials, Certified Insurance Counselor (CIC) and Certified Insurance Service Representative (CISR), highlight her extensive expertise and commitment to the field.
Under Vanessa’s leadership, Kimball Insurance has grown into a reputable and trusted entity within The Woodlands, TX. Her entrepreneurial spirit and strategic vision have been central to the company’s success, focusing on delivering exceptional insurance services tailored to the diverse needs of their clients.
Vanessa’s journey in the insurance sector is marked by a deep understanding of the intricacies of insurance policies and an unwavering dedication to client service. This combination of knowledge and passion for customer satisfaction has established her as a respected leader in her community.
Her professional profile, which can be explored in more depth on platforms like LinkedIn, showcases her journey and achievements in the industry. Vanessa’s approach to business is client-centered, ensuring that every aspect of Kimball Insurance is aligned with the goal of providing comprehensive, reliable, and personalized insurance solutions.
As a thought leader and innovator, Vanessa continues to drive her company forward, adapting to the ever-evolving landscape of the insurance world while maintaining the high standards of service and integrity that Kimball Insurance is known for.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
Mike Stromsoe
The Unstoppable Profit Producer
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