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.
- 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
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
The Unstoppable Profit Producer
Email [email protected]