Build your #insurance marketing and sales expertise with in-person and online training opportunities and earn your CPIA designation!
Based in Richmond, VA
Joined May 2009
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Consider these tips as you build your niche.
Learn how to master social selling on LinkedIn for sustainable growth and long-term success in this month's "Beyond Insurance" column. roughnotes.com/master-social…
Consider these ideas for strategically growing your agency! insurancethoughtleadership.c…
These best practices are at the heart of the #CPIA professional development curriculum. Commit to achieving your designation today - cpia.com.
#insuranceagent
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ATTN: #insuranceagents - Are you proactively conducting renewal reviews? This new study shows "the quote rate for auto insurance in the first quarter 2023 was 12.4% and the switch rate was 3.9%." Get out in front of it - insurancejournal.com/news/na…
Understand why your auto #insurance clients are shopping and find ways to improve customer loyalty.
Improve your communication skills and sales results by implementing some of these tips!
Improve your performance by asking better questions. Learn how in this month’s Management by Coaching column. roughnotes.com/questions-are…
Part of educating clients is to set appropriate expectations and outline next steps. Here's an idea from @PC_360 -
propertycasualty360.com/2023…
Did someone say "education"? In this article from @roughnotesco, "educate" is noted as 2 of the top 5 ways #insurance agencies are finding success. Consider registering for cpia.com seminars - we teach about all 5 ways (and more)! roughnotes.com/agencies-find…
Certified Professional Insurance Agent designation retweeted
States with the highest average annual home insurance premiums ift.tt/2R5Jbwv
Understanding the impact of world and financial events on the insurance marketplace is a hallmark of the professional insurance agent.
Too Soon for ‘All Clear’ in D&O Insurance Market as Banks Fall insurancejournal.com/news/na…
Understanding policy definitions is key for successful #insurance professionals. Here's an example.
Defining an occurrence in insurance ift.tt/J5gI6qw
Lessons for #insurance agents to learn so they can help clients better understand.
Great advice for increasing both productivity and profitability.
In this month's "Inside Matters" column, learn how to reshape your account managers' capacity; we share steps for growing and increasing revenue handled by each employee.
roughnotes.com/account-manag…
Check out @PIANational survey insights.
2023 Agent Survey: Insurance professionals win with optimism
propertycasualty360.com/2023…
Good message - Cheaper Isn’t Always Better news.leavitt.com/personal-in…
Do these numbers match up with professionals involved in the #CPIA program? Share your thoughts. Our belief: when you learn more, you earn more.
Consider taking advantage of this content from @PIANational.
Introducing Winning@Customer Retention! Ensure your customers feel appreciated with the new PIA Partnership’s program. It contains resources to #retain clients and #grow your agency. PIANATIONAL.ORG/CUSTOMERRETE…
If you are unclear on why data is so important to insurers and in rate making, this article provides numerous insights for consideration.
What the insurance industry needs in 2023 - Part 2 ift.tt/pdbSmtL
While it might seem crazy that we need to discuss telephone techniques, many businesses neglect the basics that can optimize this important communication tool. @roughnotesco provides some good reminders roughnotes.com/customer-focu…
Thanks @arielrive9 ! This is why you are such an excellent #CPIA Seminar instructor! You practice #insurance the right way.
