Andy Neary breaks down how insurance producers should systematize three steps: grab attention from ideal prospects, build a pipeline that makes it easy for them to say yes, and keep clients with an annual strategic plan. He emphasizes repeatable processes over ad-hoc work.
Questions this video answers
March 14, 2021
20
Chapters
Hey, hey, Insurance advisors, sharing a golden nugget here. You need to look at your job in three parts. You have to grab the attention of your ideal prospects. You have got to earn the business with a good pipeline strategy and then you got to keep the client happy when they say yes to you. If you don't have a process for each of those three steps, you'll have no clarity. You'll be recreating the wheel with every new prospecting opportunity and it just becomes hard for prospects to do business with. You hear brokers all the time, spend so much of their focus and I've got a meeting with this thousand life group. Oh, I just set an appointment with a 500 life group. Great. If you have no process, if you have no strategy, I don't care. You had a meeting, it's going nowhere. So do yourself a favor, create a little clarity for you, your agency, your team and set up processes for each of the three steps. How are you going to grab attention of your ideal prospects? It can't just be picking up the phone. That's not the only strategy. Number two, what is your pipeline strategy that makes it easy for your ideal prospect to say yes to you? And then when they do say yes, what is your annual client strategic plan that helps those clients win year in, in, year out, Figure those three out and life gets really good. That's what you are going to learn in the broker branding academy. You're going to learn how to grab the right attention from the right prospects. So you are everywhere all the time. Number two, you're going to create a pipeline strategy that makes it easy for your ideal prospect to say yes. And then when they win the business, you're going to have an annual plan that's going to help them win year after year. Doesn't that sound good? Do me a favor, shoot me a note. If you want to learn more about the broker branding academy, it's going to start here very soon. Seating is going and it's capped at 20. You don't want to miss out. Shoot me a note. Let's get you learning more about it, see if it's a fit for you. But at a minimum, create those three processes for those seats, those three steps and you will win a heck of a lot of business this year. Go make it happen.
