Episode 103: Tapatio Reveals All

 

We are very excited to have today’s guest, UPP’s rock, Andrea Wyatt.  Andrea and I have been working together for the past 11 years and those in our program know that she is an invaluable asset.  In today’s episode, Andrea and I are going to talk about the strategies developed and lessons learned on the way to helping other agencies find the growth they need to lead a life that is on their own terms.

Highlights:

  • The effectiveness of implementing a Non-Pay Cancellation Automation that actually increased the reinstation of clients without having to personally reach out to them each time
  • The implementation of the Lost Souls Campaign, its response success, and the number of clients that reached out wanting to work with us again
  • Utilizing jot forms in order to assist with quotes, sales, and implementing changes to client’s insurance portfolio
  • Increase your connections with clients through the use of video instead of relying on the content copy all the time
  • Solidify your relationships with referral partners, these are great ways to gain introductions to potential new clients
  • A look at the three marketing tips that Andrea has for you: Lists, Data and Automation
  • Ninja Tip: Pre-assembled welcome kits

 

Links mentioned:

www.uppfaststart.com

www.beunstoppablebootcamp.com

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 102: The Elusive Second ‘P’

Now that you’ve all the right people on your bus, you need to start building your world-class processes for your team of A-Players to work within. Regardless of what industry you are in, or the type of customers you serve, the challenge of managing process flow and operations across diverse platforms and systems is universal. In this episode we will discuss a few of the key processes we have designed and implemented within our agency business to increase productivity and client satisfaction:

Highlights:

  • Claims Process – Insurance stinks… until you need it. Your clients buy insurance to make sure their hard-earned assets are protected when things happen, so when those times come be sure you are there for them.
  • Task Organizers – A simple system to document your processes, create video tutorials and easily update as systems change.
  • Intranet – This is our internal hub that houses our training, processes, production logs, team calendars, and everything to run a successful agency business.
  • PX3 System for Complete Team Accountability – You have created goals for yourself and the growth of your agency.  What are you doing to pass down this mindset and goal-setting skills to your team?

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 101: 100% of the Marketplace

 

There is a lot of noise out there when it comes to advertising and attracting clients to your agency.  Today we are going to discuss reaching 100% of the market 100% of the ways. Listen as we explore how to communicate your message and create interest in your agency.

 

Highlights:

  • Mike’s chance encounter with Michael Hyatt reaffirmed that there is a lot of information out there for people to consume and choose from
  • Choosing which means of communication to use to reach out to clients. HINT – It’s all of them!
  • The importance of being able to track statistics on email campaigns such as open rate
  • Snail mail and follow up go hand in hand
  • Touching base via video, whether a link in an email or text or using YouTube
  • Reaching your base through social media

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 100: Secret Habits of UPP Agent Success and Achievement with Bill Butler

 

I am so excited to have reached our 100th episode and there is still so much to come.  In today’s episode, I could not be more excited to have returning guest, Bill Butler.  Bill has been a Platinum Coaching Member since 2015 when James Malinchak told him the best thing he could do for himself and his business was to find a coach. Listen as we discuss what skills and attitudes have contributed to his success.

 

Highlights:

  • Learning is the first step into success, the next is action on what you have learned
  • You can dear the same things in different ways depending on the evolution of your business
  • How authors Jim Collins (Beyond Entrepreneurship 2.0) and David Goggins (Can’t Hurt Me) have impacted us as leaders and as entrepreneurs
  • Pushing yourself mentally and physically, to move out of your comfort zone to reach greater heights
  • Discovering the power of public proclamation
  • Creating a great agency and the advantages of being a small business to get there
  • Setting a goal to achieve each month in creating and furthering your agency
  • Fostering your carrier relationships

 

Be one of the first 100 people to get a copy of David Goggin’s book, Can’t Hurt Me.  Listen to find out how.

 

About My Guest:

Bill Butler, Butler & Associates Insurance Agency

 

Bill was born in Milwaukee Wisconsin in 1975 and is the only child of Dan and Linda Butler.  He moved with his family to Minnesota in 1986 and is now married to his wife Shannon and they live in Burnsville.

Bill enlisted into the MN Army National Guard in 1993 as a junior in high school.  In his almost 13-year career in the Military he served in various units in MN and with the Active Duty Army with the 101st Airborne Division as a Scout Sniper and with the Pathfinder Company.  He graduated from US. Army Ranger School with class 02-00.

In 2004 Bill transitioned from the Military to his family’s insurance agency in Apple Valley Minnesota his parents founded in 2002.  Since becoming part of the family business, Bill has gained experience in all areas of independent agency operations. He has over seventeen years of experience in the insurance industry and is a Certified Insurance Counselor and Certified Workers Compensation Advisor.  He joined the UPP Coaching program in 2015 after attending the fall UPP Boot Camp in 2014.  Bill has worked hard taking action and putting in place People Processes & Promotions as outlined by Mike and in doing so was named the inaugural UPP Implementer of the year by his peers.

In December of 2017 Bill was named President of Butler & Associates Insurance. Butler & Associates is Honored to have been named the Rough Notes Agency of the Month July 2019.

Now growing the niche commercial division of his insurance is his number one passion.

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 99: Numbers Don’t Lie

At the beginning and at the end of each day there is just one thing that you need to be aware of on a consistent basis, and that is your numbers because as the title of this episode says, Numbers Don’t Lie.  I have learned in my dealings across North America that there are many out there that don’t know their KPIs readily and that tells me that they are not in complete control of their business.  How in tune are you with yours?

Highlights:

  • My response is my responsibility, and it is true in both our personal and professional lives
  • The importance of creating daily habits that support your business
  • Pay attention to the little details as they can make a huge impacts
  • A review of the Numbers Don’t Lie worksheet
    • Your revenue per team member
    • Your policies per client count
    • Your retention rate
    • Annual referral rate
  • Anecdotes of coaching clients that have achieved success through knowing their numbers

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 98: The Winning Mindset (Encore)

If you were to ask me today what is the number one thing we need to make sure you are on game all the time, that answer would and always will be, the winning mindset.  There is nothing we need more to lead ourselves, our teams, and our customers into achieving our goals and beyond.

Highlights:

  • It is the power of action that will lead you to your next win
  • Using your momentum to gain more forward strides and lead with confidence
  • The formula of momentum; attitude, atmosphere, accomplishment
  • Discovering what is holding you back from achieving your goals
  • Tips on how to continue to feed your heart and mind
  • Answering the greatest leadership question of them all – “Would I follow me?”

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 97: Put a Fence Around Your Herd with Monthly Newsletters

 

I have said time and time again, “If you want to reach 100% of the marketplace, you have to use 100% of the ways”.  We have discussed many avenues to do so, but one that has been swirling around the agencies lately has been the topic of monthly newsletters. In this week’s episode, I want to talk about using this medium to make new and stronger connections with your existing and potential customers.

 

Highlights:

  • The importance of elevating the customer experience
  • My early entrance into newsletters 2 decades ago and how it translates to today
  • What type of newsletters to use – paper, electronic or both?
  • The power of connecting with personal stories and pictures
  • Repurposing relevant content for the newsletter
  • Content and layout ideas for the newsletter that promote connection
  • Utilizing inserts to promote referrals
  • Stories of success that other companies have had with newsletters
  • Building your brand through the newsletter

 

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 96: Making the Donuts with Bradley Flowers

In this week’s episode, I am excited to be joined by Bradley Flowers.   Brad is not only the owner of Portal Insurance, a nationally recognized insurance agency, but he also helps other agents with this podcast, The Insurance Guys.   While most guys fall into the insurance business, Bradly actually had the goal from the age of 16.  Listen to the story of his approach to the insurance business, getting into podcasting and the success of his Vlog, Making the Donuts, to both recruit agents and attract new clients.

Highlights:

  • Realizing the direction he wanted to head, Bradley took a pay cut to learn PNC
  • How a chat about social media led to the creation of a podcast
  • His move into starting his own insurance company
  • How a bad first impression led Progressive to pass him up and what he did to become a Progressive Platinum Agency
  • Using a Vlog to increase awareness of the value of working as a Portal agent, not just an insurance agent as well as giving potential clients a ‘behind the scenes’ look at the company

 

About Our Guest:

Bradley Flowers is a nationally recognized insurance agency owner and business enthusiast. He runs the day-to-day operations at Portal Insurance in Mobile, Alabama, a business he founded and is building on the back of social media, personal branding and content. In 2019, Portal Insurance was named the “Agency for the Future” by Safeco Insurance for the Southeast United States. In 2020, Portal Insurance became the subject of the YouTube series “Making the Donuts” which shows the every day behind the scenes of the agency. Bradley is the co-host of the “Insurance Guys Podcast” a marketing podcast that is arguably the #1 podcast in the insurance industry which is featured on iTunes, Spotify, Soundcloud and iHeart Radio. Through his podcast, Bradley has interviewed hundreds of influential individuals including Gary Vaynerchuk, Dave Meltzer and Jesse Cole. In 2020, Bradley founded the Plimsoll Media a marketing and content creation company that creates, manages and distributes content for insurance agencies and real estate companies in 11 different states.

https://getportalinsurance.com/

http://theinsuranceguyspodcast.com/

Twitter

Facebook

LinkedIn

 

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 94: What You Don’t Know Will Cost You Millions

 

Ron Shroyer believes in helping agencies adopt better ways to manage and grow their business. I have been in conversation with Ron about what his newest product, DONNA, an artificial intelligence and data analytics platform for independent agencies.  I knew that I had to share this information with all of you.

Highlights:

  • Starting his career with a focus on technology and professional services
  • How DONNA came to be
  • Artificial Intelligence and how it can work for you
  • Integrating with other systems such as HawkSoft, NowCerts, and many more
  • The Use of SentiMeter® to provide a customer experience score
  • Utilizing DONNA to either increase new sales to customers or even solving retention challenges

 

About Our Guest:

Ron is a former producer turned insuretech sales leader. He has leveraged 15+ years’ experience in technology and insurance to help independent agencies and carriers invest in and adopt better ways to manage and grow their business. He spends his spare with his wife and two kids, grinding away at the gym and playing golf at mediocre levels.

www.donnaforagents.com

https://www.aureusanalytics.com/ron-shroyer-joins-aureus-analytics-as-vice-president-of-sales

https://www.linkedin.com/in/ron-shroyer-69185b11/

 

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 93: Your Pause Cast (Encore)

In this week’s episode I want to share with you the strategy of the pause and how it can be a powerful tool when used properly.  I’ve learned the psychology of why it’s important, and at what moment it’s important to pause, and let them digest it, and let them feel the emotion of what was just said, and then at that point you go further into the conversation. And now I want to share it with you.

Highlights:

  • The psychology of the human relationship in business
  • How the power of the pause connects you with people
  • The five action orientated words and how to use them with the pause

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]