RPOA

In this month's episodes...

Can I just signup online since it is cheaper for the same coverage, but still have you as my agent?

As more and more carriers begin to offer lower prices for consumers who buy direct, we are now faced with having to overcome this objection and really explain to prospects why it is worth more money for them to have us as their agent. 

Strategies to help you start every month successfully!

In sales, it can feel like every month we’re starting at zero again — clawing our way back up the leaderboard and trying to regain momentum. But what if the start of the month actually fired you up instead of wearing you down? What if you had a clear, repeatable strategy that gave you confidence, direction, and drive right from day one. That’s exactly what we’re diving into this week — how to build a monthly game plan that keeps you motivated, consistent, and ahead of the game.

How to be "direct" while not sounding "pushy" in order to help your prospects buy!

We hear it all of the time from producers, “I don’t want to come off as a pushy sales person!”, but not being direct enough can cost you the sale.. There’s a fine line between coming off as pushy and being “direct” when talking to our prospects. In this episode, we will break down the difference and show you how to communicate in a way that builds trust and drives action. You’ll walk away with real examples that will help your prospects buy!! 

In this month's episodes...

It's not the leads you're buying, it's how you are working them...

Everyone’s wanting  that “magic answer” to which leads actually make people buy, the secret that guarantees more closed sales. The truth? It’s not about the leads you’re buying, it’s about how you’re working them. This week, we’re diving into the most effective ways to work your leads, with the goal of shifting the way you think about them altogether. Insurance is an incredible product to sell because everyone needs it, but here’s the catch: not everyone is eligible. That challenge makes it all the more important to master your approach.

The flow of a home quote from start to finish

There is nothing more important than the way we present a quote, or “the flow” of the conversation.  Because there are so many pieces to home insurance policies, a lot of times we have heard prospects being confused during this presentation and not fully understanding what they are buying.  In this episode we will share a very simple process that has worked great in our agency - a process that focuses on narrowing it down to 3 key areas of the home policy, but also providing that thorough education that prospects expect.

It's a new era - how to handle "I'd like to cancel my policies" in these changing times

It's never a fun call to take, when someone says, "I want to cancel my policies with your agency" and there has been such an increase in them the last couple of years that we’ve got to be able to adapt to this changing consumer behavior.   Our immediate response is going to be everything with this one! This week we will focus on a process that will help you extend these conversations and take them to a place where your customer will be more open to staying with your agency - which is always the goal.

I've never had a claim in my life, so why would I need all this coverage?

If we knew that we would never have to file a claim, there would be no need for insurance, right?  As insurance advisors, we know just how important it is to have the right coverage, but how do we convey that to those prospects who just don’t “believe?”  Join us this week to learn how to position this particular objection in a way that will lead these prospects to being more open to hearing about the importance of having the right insurance coverage!

Get your GRID on with Lindsey!

This week we are going to take a deep dive on asking meaningful questions during the Clarify section of the GRID - we call it “GRID 2.0!” This practice will help you look forward to objections, rather than fear them!

In this month's episodes...

Breaking through the 3 most common front end objections

This week we are going to work through 3 of the most common objections that we face early on in calls with prospects - “I’m not interested,” “I didn’t request a quote,” and “Why are so many of you calling me?” Being able to get past this initial pushback can make all the difference for you as a producer both in terms of the number of quotes you do every day and ultimately the number of sales you make!

Relating = Revenue. Why connection wins in sales!

Having a “connection” throughout our conversations with prospects is not just important, it’s literally EVERYTHING! When your prospect feels connected to you and not just like a number going through a transaction they are a lot more likely to open up on what is important to them, a lot more likely to feel engaged and interested in your conversation, and ultimately, a lot more likely to buy from you!

A panel - Whether you're talking to customers or working leads, how to always finish with 3+ hours of talk time!

One of the most common questions we get is: “How do your team members have enough conversations to be able to talk for over 3 hours each and every day?” This week we are going to have 2 of our inside sales/service members and 2 of our outside/leads team members on and show you how both teams are able to do this!  In our agency, this is a requirement and an expectation, and we are confident it is a huge part of our success!

I'm a producer, and I'd love Jeremy, Kristin, and Lindsey's take on...

Tuesday is our 300th episode, and we are going to make it all about  the producer! We have compiled a list of questions that you have asked us to address and we are just going to talk through them during the show and offer our thoughts on how we think you can work through them. We will cover a lot, so be ready to take notes on this one!!!

In this month's episodes...

Insurance is all the same, so I'm just seeing what's out there and then will go with the cheapest one...

Ugh… Why don’t people know that insurance ISN’T all the same and we have to fight so hard for our sales?!!!! Do we though? This week we are going to talk about why a prospect would have the narrative, “Insurance is all the same” and help them by meeting them where THEY are at not where WE are at. 

I don't have time right now...

We are so excited to talk about one of the most common objections we hear: “I don’t have time right now…” This one shows up all the time—and if we’re not ready, it can stop us in our tracks.  But here’s the fun part: once you know how to handle it, this objection can actually become super easy and even fun to navigate.  We’re going to break it all down and show you how to respond in a way that keeps the conversation going.

How to politely poke holes in the competition to make more sales!

We all know just how important it is to highlight the benefits that we offer to our prospects, and specifically the ones that will differentiate us from the competition. How we do this can definitely help us close the sale if done right, but it can also backfire if done in a way that makes you come off as not so professional.  This week we will focus on many different scenarios where we can “politely” poke holes in what you offer compared to your competition - all with the goal of improving your odds of binding the business!!

I've been a producer for less than 6 months and already write over 50 policies/month

Do you ever wonder what makes someone successful from the start in this career as a licensed advisor? This week we are going to feature 3 producers who have proven their success from the very start. All have been in their role for 6 months or less and each one of them has had a month where they have sold over 50 policies!! Two of the producers you will meet actually surpassed this mark in their very first month, and one of them is coming off of a month with over 70! We will spend our time asking them how they did it and what it takes from a mindset perspective to come into work every day with the confidence to win!.

The bounceback is real: the importance of resilience and recovery after setbacks!

Lindsey, a seasoned sales pro with over 20 years of experience, has seen the full spectrum—both in others and herself. Sales is a high-pressure game, and without the right mindset, it can feel like a physical and emotional rollercoaster. Resilience isn’t just a nice-to-have—it’s a skill. It takes intention and effort to bounce back quickly, stay consistent, and recover when your numbers take a dip. This week, we’ll dig into what it really takes to rebound from setbacks and how to set yourself up to avoid them in the first place.

In this month's episodes...

The end of the sales call - a great wrap up script!

Imagine this, you are at the end of your conversation and your prospect has decided to buy! You are so excited that you make sure you take care of all of the details and get off the phone to celebrate. Did you wrap things up to make sure that your new customer knows specifically what their next steps are, how your agency will take care of them in the future and that you’ve left a final impression that is professional and impressive? This is what a great wrap up script is all about and why it’s important. This week, we will dive into the very last things we should say to wrap things up and leave your now customers completely wowed!!

I'll go with you guys if you can beat what I'm paying now...

This is a front end objection that we have been hearing from prospects a bit more lately, so we thought we would focus on different ways to overcome what can potentially be a “jarring” way to start your calls.  Join us this week to learn some tactics to address this and how to get back on track to following “the process” that we all know is so important if we are going to get the best results!

"Making it happen" vs "waiting for it to happen - The art of taking control of your own success!

Okay, so here’s the scoop, this week we are going to be talking about something that might make some people uncomfortable, self-accountability and self-awareness. This is key to staying consistent in hitting our goals. If we don’t have this, we cannot MAKE THINGS HAPPEN and a lot of times we get defeated and lack the drive to keep going! Come with an open mind and be ready to ask yourself: Am I making things happen, or just waiting for them to happen? Let’s grow, get real, and level up.

The art of using stories to sell with Lindsey!

Are you great at explaining coverage, but still feel like something’s missing when you talk to prospects or customers? You’re not alone—and the missing piece might be storytelling.  We’ve all heard the phrase: facts tell, stories sell. So why aren’t we using more stories to bring our conversations to life? When we share real, relevant examples, it helps people see why their coverage choices matter—and why waiting isn’t worth the risk.  This week, we’re diving into how to use simple, powerful stories to back up your facts and create urgency. Because when the message hits home, people are much more likely to take action.

In this month's episodes...

Top Producer Panel!

This week we are going to interview rockstar producers who sit in your exact same seat every day and deliver incredible results month in and month out. You will hear a few different perspectives on how they get such great results, and get a ton of tips on how to succeed in your role!

The missing link - How to truly create future sales from your pipeline!

This week we are going to have some fun diving deep into the missing link of how to truly create future sales with your pipeline. Here’s the deal—most salespeople don’t always follow through on everything they say they will, and they often miss chances to add things to their pipeline that could pay off down the road. We’re excited to share a new way of looking at things—something that’ll help you stay on top of your game, build real momentum, and make sure you’re cashing in on the work you’re already doing. Let’s turn those missed opportunities into future wins!

Get your GRID on with Lindsey!

These shows with Lindsey as a guest coach are quickly becoming one of our most popular offerings at RPOA, and this week definitely won’t disappoint!  We will talk about how to make the GRID become a natural part of your closing process so that you can do one of two things - Either add meaningful prospects into your pipeline, or close the business now!

In this month's episodes...

The WELCOME call - How to onboard your new customers!

When we got into working internet leads now 6 years ago, one of the big concerns we had was that we would see a dip in our retention. We were very intentional about adding as many touch points as we could to these new customers - one of which was a call designed to welcome them to the agency just a few days after binding their business.  This week we will have our team member on who makes these calls every day and she will share her specific process and exactly what she goes over on them.

Let's talk bundling!

This week, we will focus on the importance of writing complete households and not just selling one line at a time. Not only is bundling crucial in terms of making sure our customers are insured properly, but for us, as salespeople it is much more efficient to get more policies per household that we do sell.

How to make more sales by properly QUALIFYING your prospects!

None of us like to waste our time with the wrong prospects so qualifying them on the front end of the conversation is crucial. Sounds easy right? Well, there are some nuances to qualifying that we will be sharing on this week’s episode.

How to recommend and negotiate proper coverage limits

We always talk about not selling on price and leading with the customer. There is no better way to do that than to truly understand how to negotiate limits to ensure the prospect/customer has the right protection for their needs. This week, we will role-play some specific strategies for gaining buy-in so the prospect/customer has that “YES” mindset at the end of the call.

Get your DRID on with Lindsey

Don’t miss this week’s opportunity to Get Your GRID on with Lindsey! We will work on the power of repetition using the GRID. Our focus will be on two main things; 1) Creating good habits with closing sales and, 2) Finding our weak spots to to target how to be more effective! Practice is everything if you want to be on top of your game and stay on top of your game!

In this month's episodes...

Rapid Fire objections with Lindsey!

This week, we’ve got an absolute game-changer for you! Lindsey will be taking rapid-fire objections and showing you exactly how to crush them with our proven “GRID” formula!. Make sure you’re taking notes because this episode is packed with actionable strategies that’ll supercharge your sales skills and help you close deals faster than ever! Ready to level up?

Let's be honest - It's YOU who's making it all about price!

In listening to thousands and thousands of calls, there is something that we have noticed - so often, it is actually US who makes it all about price!  From the beginning of the call until the end, we are using phrases that tell our consumer that we think price is the most important thing, and we are using phrases that actually lead to us getting the price objection at the end.

How to NOT let your prospects push you around!

One thing that stands out when we review calls is how some prospects just insist on controlling the conversation and push us around from start to finish. They dictate the discussion, and resist our guidance even though we are licensed advisors! It can be diminishing and frustrating if we don’t have a way of responding in these moments. This week, we will work on ways to shift the prospects mindset and turn these challenging conversations from frustrating to productive.

Get your GRID on with Lindsey!

Who wouldn’t want a First Call Close? I know that every day, our team celebrates their wins with FCCs! The fact is that most of our conversations end in scheduling follow up to close the sale. This week we are going to talk about how the GRID helps you to figure out more effective ways to FCC or schedule follow up depending on what makes the most sense for the prospect. There is a fine line between the two and sometimes if we push too hard we can lose the sale all together. Join us this week to get your GRID  on with Lindsey!

In this month's episodes...

The things we tell ourselves as sales people - how to take care of our mental health!

Let’s face it, sales is a game of psychology. We talk to so many people, and we are told to go for “NO” and to continue to motivate ourselves and be self-driven to be our best. I’m just going to call it out. This isn’t easy! But… this career is sooooo amazing if we are aware of how we take care of our mental. So, this week we are going to talk about the things we tell ourselves as salespeople and how to take care of ourselves.

Taking the fear out of asking for life insurance

We all know that if we don’t ask our customers about who they have their life insurance with, we are doing them a disservice. Yet, for some reason, we notice that most P&C producers simply don’t ask. It may be because they feel uncomfortable asking, it may be because it feels like it’s just “one more thing,” or perhaps  it just feels too “pushy” to them. Whatever the reason, this week we are going to help you become just a little bit less uncomfortable when asking for life insurance. You won’t want to miss this week’s episode because it will help get you to a higher level when talking to your customers, and most importantly, it will help them become better protected!

In this month's episodes...

I've got your number - I'll call you when I'm ready...

It's so frustrating: you invest time reviewing someone's insurance, have what feels like a productive, engaging conversation, and then—right at the end—they hit you with, "I've got your number; I'll call you when I'm ready." That one phrase can derail everything, leaving you without a clear next step and losing control of the prospect. We’ll share strategies to keep the momentum going and ensure you make the most out of every conversation. Let’s turn those loose ends into solid opportunities!

2025 Vision Planning

We’re beyond excited for this year’s Vision Planning Session! This is your opportunity to not just plan, but to strategically design the future you envision for 2025!. Come prepared to ignite your passion and clarity as we guide you through creating a powerful roadmap to success.. Together, let’s set the stage for an extraordinary year ahead!

Creating a pipeline that will cash out now and in the future

In sales, pipeline management is often overlooked or misunderstood, yet it’s one of the most crucial factors in our success—especially when it comes to engaging with enough prospects. Managing a sales pipeline requires organization, diligent follow-up, and, believe it or not, a strong, positive mindset! This week, we’ll show you how effective pipeline management can transform your approach, helping you start each day with renewed energy and the confidence that your pipeline will deliver results.

How to really, really, really ISOLATE the objection to close the sale or add to your pipeline!!!

This week is going to be incredibly important—and yes, fun! That’s right, FUN! 🎉 How often do we view handling objections as the “hard work” of sales, rather than an exciting part of the process? Lindsey and I are here to change that mindset. We're going to show you how to embrace objections and, more importantly, how to identify what’s really holding the customer back from making a decision today. By mastering this, you’ll not only fill your pipeline more effectively but also close more sales!

In this month's episodes...

How to NOT talk yourself right out of a sale!

We’ve all been there — we are at the end of what we thought was just a  fantastic conversation with a prospect; we built solid rapport, we “connected,” all of it…  Then, boom—they still say no. Even after offering every possible option and adding an incredible amount of value, the deal slips away. So, what went wrong? You might have talked yourself right out of the sale! This week we will focus on striking the right balance in your conversations. We’ll share real-life examples and actionable strategies to help you master the art of conversation and close more deals.

Just to let you know ahead of time, I'm just in the process of looking at a bunch of quotes right now...

Let’s face it, it just doesn’t feel good when a prospect starts the conversation out by letting us know they are in the process and basically that there is nothing we will be able to do on this phone call to earn their business.  This week we will focus on some different ways of looking at this one, and perhaps getting them to do the same.

PRESSURE: The silent sales killer!

Pressure is something we all face, but the triggers that create it can vary greatly in sales. The key is recognizing that not all pressure is helpful—some forms of stress can quietly sabotage our performance. So how do we manage stress in our daily sales environment to ensure we’re performing at our best? This week, we’ll explore the different ways pressure shows up in sales and distinguish between the types that motivate us and those that hold us back.

In this month's episodes...

If you can't lower my current rate, I'm just going to have to shop you guys...

This week we will work on what to say when a customer calls and instantly puts you on the defensive - threatening to shop if you don’t do something for them and lower their rates immediately!  We’ll be working on a way to first of all move away from the elevated conversation that normally follows, but then in the end figuring out a way to get the customer to see that perhaps there is more to insurance than just what it costs them.

Why renters insurance is so much more than getting our customers a discount...

Renters insurance….the policy that can literally be FREE, right? If this is how you are selling renters insurance then you are really going to want to tune into this week’s episode. So often we hear producers leading with the discount they will get by having this policy versus all of the important things that having this coverage can do for our customers! This week we will show you how to talk about renters in a different way so that you will not only get them a discount, but also leave them better informed and protected! That’s why we sell insurance right?

I need to talk to my spouse first...

Most sales people will say they feel paralyzed when the prospect says, “I need to talk to my spouse first…” Sometimes it is because we over relate and sell out of our own relationship experience. That is probably why this is the most asked for role play! The good news is that we have some strategies that will get us over feeling uncomfortable with this hesitation and help us sell to our prospects sooner rather than later.

Call me back after the holidays...

This is the time of year we start to hear this from prospects, “I just don’t have time right now, can you call me back after the holidays?”  Join us this week to learn how to open the door and continue the conversation when presented with this pushback so you don’t have your sales impacted by this!

In this month's episodes...

I've been with RPOA from the beginning, here are the specific things that have blown up our results!

Join us this Tuesday for a very special 5 year anniversary episode! We will celebrate with you all by interviewing a panel of agents and managers who will share their "can't live without" RPOA strategies and talk paths! Thank you so much for being a part of this journey with us!

What our telemarketers say to transfer 20+ prospects a day to us!

This week we are going to cover a topic that we've had so many recent requests on now that many of us are using telemarketers in our agencies.  We chose two of our more recent additions to our telemarketing team so we can show you exactly how we work through things with them.  Our Outside Sales manager, Trevor Waskow, will help host this session and share his experience with just how to make the transfer process the most effective so that your team gets the most quoting opportunities they can!  Whether your team is using telemarketers or calling the leads themselves, this show is a must watch!

I'm just waiting on a few more quotes - I'll get back to you...

Because this does seem like such a reasonable response, we often have a tough time with this one!  In this episode we will focus on a blend of listening to our prospect,  yet also pushing to show them a sense of urgency to bind the policy now!

Just send it to me in an email...

When a prospect says just “send it to me in an email,” it might be a sign of something else, like not following the process or maybe that we are not making it easy for the prospect to buy. This week we will learn not only how to respond to this objection, but more importantly - how to prevent it from happening as often as it does!

Q&A with Lindsey: How I went from no insurance experience to 100+ sales per month!

Last Tuesday of the month, so Lindsey will be joining us on this one. This week we are going to do an open Q & A with her though, all designed to share some ideas that can help your teams make more sales!

In this month's episodes...

If you think the leads are bad, you're right - how to win the mental side of leads.

Let’s face it. If you've worked leads, there are times where you probably say, “boy, these leads are bad…” and a lot of times, THEY ARE! Here’s the scoop, that is just part of the lead game! We’ve been coaching team members on leads for a long time now and what we notice is that there is a lot that goes into the mental side of working them. This week, our hope and dream is to unlock your potential by helping you understand how to win the mental side of leads.

Q4 Vision Planning with Kristin

As we enter the 4th quarter of the year, it's the perfect time to reflect on your goals and progress. One thing we know for sure is that change is a constant, and adjusting your plans as needed can keep you on track. In this episode, we’ll evaluate our achievements so far and craft a focused vision for the final quarter that aligns with our year-end goals, helping us stay motivated and strong.

OA Sales Team Managers share all: How their team members succeed

This week we are going to have our inside and outside sales managers, Ryan & Trevor, come on and host the webinar! They will share some great “day in the life” examples with you from their own experiences as managers, and will give you some awesome tips on how you can be more successful in the role that you are in your agency.

Back to the basics: The price objection

Let’s face it - how we look at, and think about the price objection can literally make or break our career in insurance sales. This week we will show you a strategy to get “back to the basics” when dealing with this common hesitation. It will be our goal that you leave excited for your prospects to say this to you, as you will have a specific path to work through it!

In this month's episodes...

How to avoid BURNOUT when selling insurance!

Burnout in our industry is one of the top reasons that people end up leaving their career.  When our paycheck constantly relies on our sales results that can fluctuate every month, it is absolutely a real thing in sales to have the feeling of being burned out come up.  Despite this being so common, we also believe there are so many great ways to prevent it from happening.  Join us for some specific thoughts and tips around avoiding burnout when selling insurance!!

Kristin's pet peeves with customer service and sales

Oh boy, since Jeremy will be out of the office on Tuesday, I will be doing the show solo!!! We’ve all had bad customer service experiences and interactions with salespeople that make us not only NOT buy, but never go back. Building awareness of things that might make people run in the other direction can be so beneficial to our success! In this webinar, I will give you my top pet peeves that kill a customer service or sales experience and offer fixes that would turn everything around.

From hello to cross sale - the complete customer conversation

Taking service calls is such an opportunity to create long lasting relationships with our customers, give a 5 star experience and make sure if it makes sense to cross sell into different lines. So, this week we will show you how we take an everyday service call from that initial interaction to a full review and cross sale. We do this in a way that really helps the customer understand their coverage better and leaves them better protected.

Lindsey & Miles GRID Off

This week we are going to have some fun role playing objections using the GRID with Lindsey and Miles! These two dynamic sales people are experts at overcoming the everyday challenges that prospects throw at them and will be dropping not only their knowledge but their accessible personalities! It’s all about continuous practice to stay sharp!

In this month's episodes...

Let me talk to my current agent first to see what they can do for me...

You’ve just given a great presentation to a prospect, uncovering gaps in their coverage, perhaps even saving them some money, yet you are met with “Let me talk to my current agent first to see what they can do for me…”  In this show we will give you a great way to turn this into an opportunity and to increase your batting average in closing this business!!

I'll have to see what I'm paying right now first, then I'll call you back...

“I’ll have to see what I’m paying right now first, then I’ll call you back…” We are hearing this a lot on calls where it wasn’t consumer initiated like LIVE Transfers. The good news is when we really sat down to analyze this hesitation, it’s not that big of a deal and there is a lot we can do to avoid it from happening all together.

How to stay in control of the conversation when your prospect is "all over the place"

I always tell our team to protect their talk time because every minute we are on the phone with a prospect should be impactful and on track. It is easier said than done! Certain prospects have a tendency to derail us at times and it can take our conversations all over the place! This week, we will discuss how to stay in control of the conversation when your prospect is “all over the place” and give you our best tips and tricks!

A day in the life of a top producer

This week we are going to really focus on the “how” behind what top producers do in managing their time, and just what their days look like from start to finish.  We have pinpointed 7 areas that we feel contribute to their success.  We will go through each one of these in depth and also hear from producers on why they feel they are important and lead to their productivity!

Get your GRID on with Lindsey!

This week our focus will be to make you a GRID believer!  Half the battle in sales is believing that it is possible for you, so we are going to really focus on how as an individual you can make this technique work for you every day when you are faced with “NOT YET.”

In this month's episodes...

I just want a quote for the cheapest policy you have

We are getting this objection a lot these days, “I just want a quote for the cheapest policy you have…” Does the cheapest policy mean the same to everyone or are we deciding for the prospect with “cheapest policy” means? This week we will analyze why this particular front end objection stops a lot of us from advising and jars us into being transactional.

No thanks, I already renewed with my current company

This week we are going to work on a front-end objection that producers tell us they really struggle with -   the dreaded “Sorry, I just renewed with my current company…”  Rather than looking at this as something that we can’t overcome and something that literally ends the call, we are going to focus this week on getting this particular prospect to see things a bit differently, in the hopes that they will be open to getting a proposal from us and ultimately switching to our agency!

How to truly flush out "What has you shopping around?"

Has the question, “What has you shopping around?” just become a question you ask to get to the next thing in the process? We find that this is an often missed opportunity to really discover a lot about your prospect and their buying motives. This week, we are going to have some fun getting curious about what truly has them shopping around so that we have every opportunity possible to help people with their insurance needs!!

Get your GRID on with Lindsey!

This week on The GRID with Lindsey, we are going to discuss why RELATING to our prospects is crucial when overcoming objections. If we focus on relating to the reasons why someone isn’t ready to buy right now, it helps us ask important questions to gain clarification as to what is holding them back. This is what helps the prospect move forward with buying either now or in the future.

In this month's episodes...

I might not be able to beat your price...

This week on RPOA, we are going to approach the conversation about price in a way that you might not expect, and one that can be very helpful in these times of increasing rates. At the beginning, we are going to come right out and say “I might not be able to beat your price…” in order to open up the coverage conversation, and in some ways, just get them thinking.  This is a super fun exercise on being bold and confident, and is something that has proven very effective in our agency.

I need to think about it...

Why do people need to “think about it?”  This can be a frustrating response when we’ve taken the time to educate our prospects and they still don’t know if they want to buy from us, despite all of the great advice we gave them during the quote.  This week, we will talk about why this objection might come up and some effective ways to handle this hesitation so that we can still win the sale!

Things NOT to say to make more sales

Did you know that you can talk yourself right out of a sale? In order to be truly effective at sales we need to be aware of the things to stay away from saying because of how the customer/prospect might perceive you. This week, we will talk about things NOT to say in order to make more sales!

Get your GRID on with Lindsey

This week we are going to work on overcoming objections using The GRID with Lindsey Church! Lindsey is a 100+ item producer from our agency that really gets “it” when it comes to overcoming objections and closing. This month alone, over 50 of her policies sold have been first call closes! This is attributed to her skills in using the GRID. Anyone can be like Lindsey with practicing the GRID which is why we started this focused series once a month

In this month's episodes...

Assume your way to success - The power of assumptive selling!

We always need to elevate our approach at engaging our prospects and customers, and one way to do this is by mastering the skill of assuming the sale. This week we will equip you with techniques you can use in the beginning, middle and end of your conversations to assume your way to success.

Pipeline: The follow up call

Following up on our pipeline is one of the most essential techniques we need to master as sales people.  This is because the majority of our sales come after the first conversation with our prospects,, yet a lot of times we are not super intentional about “how” we follow up! This week we will dig deep into the benefits of having a follow-up process, what to say and what not to say on our follow-up calls.

How you can sell 21% of your everyday service calls a new policy

There is so much opportunity in our everyday inbound service calls!  For over 25 years, Jeremy has been a very "in the trenches" agency owner, and loves talking to customers! Using that passion and experience, we created a process for taking our everyday service calls to transition them into sales. When followed, we can safely say that you will start turning these everyday calls into opportunities to better protect your customers immediately! In fact, we sell 21% of our incoming service calls a new policy by following this process. Payments, add cars, change cars, address changes, many agencies think of those as time consuming, but our team turns these all into sales every day!

Strategies to help you get out of a sales slump

We are really excited to deliver great content  on the show this week on strategies to help you get out of a sales slump!  Everyone has a down month from time to time or a “slump…” When this happens, our mental outlook can go down and we get discouraged and just want the month to end so we can start fresh. We will teach you strategies that have been proven to get you up and running and make you charged to stay the course!

Get your GRID on: Live objections practice

This week we are going to have Lindsey on our team join us as she will help coach producers on the GRID, the objection handling tool that has been as impactful as anything we’ve ever taught our team!  As announced last week, we will now do this once a month so that we can all stay sharp on overcoming the hesitations that we all face from our prospects every week.

In this month's episodes...

How to handle the recent spike in upset customers

I think we would all agree that our industry has had a lot of changes that has caused a spike in upset customers recently. When this happens, we need to keep calm and carry on and that is not always easy when we get blamed for things out of our control. This episode will focus on some strategies that will make taking these calls more manageable as we get through these challenging times.

You guys aren't competitive - I'm paying less than that where I'm at now...

As much as we try to get away from price by following the process,  prospects will often circle back to the amount that they are paying now and use that comparison as the only factor that will determine if they will buy from you or not.  This week we are going to focus on how to respond to a prospect when they tell you that you are more than they are paying on their current policy.  We will talk through the psychology of this subject and share a strategy that will help us be more effective at dealing with this hesitation.

Power phrases that can impact your sale and service results

Everyone has that special phrase they know works like magic every time when they are talking to their prospects/customers. We call those “Power Phrases!” Power phrases can be very powerful in winning people over to our way of thinking and more importantly getting people to understand what they truly need. This week we will give you some of our favorite “Power Phrases” that will help you make your prospect/customer feel more confident in you and in making a decision on their coverage.

Olson Agency remote team panel: Our takeaways from the visit

This past week we flew nearly our entire remote team up to work out of the agency for a few days.  First of all, it was so nice to see them in person and get to know them better and work with them! They got the chance to work with us, their managers and team members in person. This intentional time gave them a different perspective worth sharing! In this webinar, we will have a panel discussion with some of the team members who came up and have them share their biggest takeaways from the visit as it relates to their sales and employee retention.

In this month's episodes...

The art of working live transfers

So many of us are now working live transfers, as they are a great way to grow our business!  The way we answer these calls and the process we use to keep prospects on the phone and successfully go through an entire quote makes all the difference in closing these types of leads.  Join us as we share what has made this the process that yields the most sales of anything we do in our agency.

I just wanted a quote online - why are so many of you guys calling me?

This week, we will talk about a really common response that prospects say when working with leads, "I just wanted a quote online. Why are so many of you guys calling me?!" It can be frustrating to hear that we are not the first agent that our prospect has talked to. Calling on internet leads, in general, is hard work, so to have to convince a lead that you paid for to "allow" you to give them a quote can be defeating.  In this episode, we will focus on a way to really show your prospect that you are “different” and worth talking to!

I'm too stressed closing on the home, so I don't want to talk about the auto policy right now...

There’s no question that anybody who has been through the home buying process will tell you just how time consuming, and likely how stressful it can be.  This can often come out when we are talking to new prospects who are in the middle of closing on a new home - they want to run through the home policy as quickly as possible and nothing else. We know as licensed agents that when buying a home it is even more important to look at all of our coverages to make sure we are properly covered, but how do we portray this to our prospect who is in a hurry to get to the next thing and not interested in hearing about the auto?

LIVE Olson Agency team rapid fire objection handling (The GRID)

Most people would agree that once you get the sales process down, working on overcoming objections never ends. That’s why, at the Olson Agency, we practice “The GRID,” a formula that helps us truly solve for the reason why prospects are hesitating to buy. This week, we will have some of our team members come on and show us how they practice rapid fire objections with the GRID formula. Be ready for the way you thought of handling objections to change and your world of opportunity to close sales to begin!

In this month's episodes...

Daily habits that will turn your job into a career

The reason why one sales producer succeeds in this business and why one doesn’t can often be found in their daily habits - the little things that they focus on doing every single day.  This week we are going to focus on some of the habits that we have seen payoff for top producers that we have in our agency, and also in other agencies that we have worked with over the years.

The Trifecta - Price, Spouse, and Send it to me in an email!

In this episode, we are going to focus on 3 of the most common objections we face in our industry - “The price is too high,” “I need to talk to my spouse,” and “Send it to me in an email.” The participants this week have all watched our individual episodes on these topics and will be offering you their takeaways on what they learned, before then role playing each scenario.  Be prepared for an action packed show where you will learn a different way of practicing role play!

Your state just took rates - how to not let it impact your sales

In this week’s webinar we are going to focus on something that is impacting so many of us right now - rate increases.  As sales people, it’s tough on us when things outside of our control impact our ability to sell, and to earn a great paycheck.  We will share some results from our agency as we have had to navigate the largest increases in the last year that we’ve had in the history of the agency.

The Do's and Don'ts of presenting price

Presenting price is the grand finale of the sales process and one that most people fear because we aren’t sure the prospect will buy until they say “yes” to the price. This week, we will learn what to do and what not to do when presenting the price at the end of the coverage conversation. If you use what we talk about in this episode, your confidence in presenting price will increase as well as your close ratio!

The "when, why, and how" behind leaving effective voicemails

There are so many different schools of thought on voice mails- to leave them, not to leave them, keep it short, leave all the details- so many thoughts on this topic!  We have a philosophy that has worked great for our agency, and we can’t wait to share it with you.

In this month's episodes...

How to call back a LIVE transfer when they're no longer LIVE

While LIVE transfers are designed to be answered as they come in, there are definitely times when it is impossible to do so.  We might be doing other quotes, multiple transfers might come in at the same time, or perhaps we have a customer walk into the office.  Whatever the reason, it is crucial that we have a process to call these valuable leads back, but in a way that will lead to them still being excited and willing to have you go through a proposal with them.

How to sell umbrella policies

Making sure we don’t shy away from or overcomplicate talking about umbrella coverage is crucial to our overall success in helping our customers and retaining them! After all, this is one of the most important policies we can offer a customer!

Taking the uncomfortable out of the asset conversation

The asset conversation is crucial if we want to help protect our customers with insurance. I mean, how can we give the RIGHT advice if we don’t know what we are protecting? So often, we hear that this part of the conversation makes sales producers feel uncomfortable because they feel it’s too personal and invasive. We will show you how to get over the “uncomfortable” of the asset conversation to give you the confidence to give the best advice possible!

2024 Vision Planning

One of our favorite things to do at the beginning of the year is to set a clear vision of what we want to accomplish and how we will get there. It all starts with really picturing what that looks like. The Vision Planning session has become a tradition at RPOA every year at this time! Come with a fresh perspective and the mindset that you can accomplish anything you set your mind to!

In this month's episodes...

The art of getting off the phone with the WRONG prospects!

As producers, our time is one of our most valuable things. This week, we are going to focus on how to be protective of your time by knowing how to NOT spend time with the wrong prospects. Just as we must be good at talking to the correct prospects, it is crucial that we also know how to avoid entering into long conversations with prospects who are never going to move over to being your customers.

Let's be honest...it's YOU making it all about price

In listening to thousands and thousands of calls, there is something that we have noticed - so often, it is actually US who makes it all about price!  From the beginning of the call until the end, we are using phrases that tell our consumer that we think price is the most important thing, and we are using phrases that actually lead to us getting the price objection at the end.  We will show you how to change your mindset around this and start using more effective word choices!

Call me back after the holidays...

This is the time of year we start to hear this from prospects, “I just don’t have time right now. Can you call me back after the holidays?”  Join us this week to learn how to open the door and continue the conversation when presented with this hesitation.  We have a way of helping the prospect enjoy the holiday rush and have the peace of mind to know they are protected now!

Are you going to raise my rates the first time I renew like XYZ company just did?

Let’s face it: Almost every agent in our industry has been impacted by rate increases. We now have the challenge of explaining rates to our prospects and customers every single day. The savvy insurance shopper is now asking questions like, “Are you going to raise my rates the first time I renew just like XYZ Company just did?” We can't fear these types of questions or let them change our intention of helping people get the right coverage for their needs. This week, we are very excited to roll out a talk path that is sure to calm your prospect's nerves and your own, too!

In this month's episodes...

I already went with another company

Many would say this is one of the most difficult objections to overcome, the dreaded “I’ve already signed up with another company…” Rather than looking at this as a hard STOP, tune in to this episode to learn how to make this a fun opportunity to really show your prospect what you’ve got!

I haven't had time to look at the quote you sent over yet...

It happens every day! We are just following up on a proposal that was sent, and our prospect says, “I haven’t had a chance to look at the quote yet. I’ll call you back when I’m ready….”  A lot of times, we have nowhere to go with these types of calls if we don’t set it up right, and that set begins way before you make the call. We can’t wait to talk about this topic this week and give you a strategy to help the prospect want to stay on the phone with you and close the business now rather than later!

You guys aren't even in the ballpark

This week, we are going to work through an objection that is becoming more common as companies take rate increases. This is one that can literally stop us in our tracks and lead to us giving up on this prospect. We will focus on a different approach to this objection and a way to keep the quoting opportunity alive.

The art of being genuinely curious to open up the conversation

Being curious helps us get to know our prospects better so we can solve the full picture. It also helps us recommend the right coverage and have the right solution. More often than not, we still have questions for our prospects and customers that we just don’t ask because we assume their insurance story. This week we will teach you how to look at prospects as individuals, NOT dollar signs, and how to get your CURIOUS on to close more sales!

A sales panel: You need to use this RPOA tactic - I promise it will change everything!

This week, we will have a panel of top sales producers come on and share very specific tactics that they have learned from RPOA that have had an enormous impact on their results. They will all have 1-2 minutes to “sell” the audience on why their tactic is the best thing ever, and then they will walk through exactly how they have used it to get these results.

In this month's episodes...

Why quoting "apples to apples" never works

We are definitely hearing it more these days that people want an “apples to apples” quote. We also have always known and still know that there is no such thing as apples to apples because every company has different features and benefits. The trick is keeping our wits about us and helping to shift the mindset of the prospect so that we can give them an accurate quote that will benefit them.

I'm not interested...

“I’m not interested.” We hear it all of the time for multiple reasons. In our heads, we are probably saying to ourselves, “Just give me a chance…” but that really isn’t the best tactic. This week will dissect the WHY behind this everyday front-end objection and give you some new tools to be more effective at overcoming it and, more importantly, build your confidence to quote more and win more sales!

The active listening game!

Being better at listening helps us to do 3 things: Understand, Connect, and get to a YES! When we listen to our prospects or customers, they are a lot more likely to listen to us.  On Tuesday, we are going to work on listening for not only what is being said but also what’s not being said! Join us to increase your ability to truly respond to what you hear versus what you think you “should” say!

OA Team Member Panel Unplugged

This week we have something special planned for you!  We have invited 8 of our very own team members, all who have a very special niche, or skill, that they will share with you.  We are going to just open this up to viewers to ask what is on your mind - so come with questions.  Whether you want to hear them role play something or simply explain how they are successful, this session can be whatever you want it to be.

In this month's episodes...

Hello to Bind with Spencer

This week we are going to revisit one of our most popular episodes ever, where we are going to let you hear what a quote sounds like “from hello to bind.”  We will have one of our producers role play, uninterrupted, an entire quote, literally from the time a lead answers the phone all the way through asking for money to bind the business!

I just decided to stay where I'm at.  I'm good...

Ummm, excuse me, “We paid for this lead!” I think this is what most of us want to say when we call a new lead, and they say, “I just decided to stay where I’m at. I’m good…” This week will be breaking down the psychology of why a prospect would say this when they are the ones who filled out a form to be called. We will also give you all a talk path that will open up the opportunity to quote the prospect in this situation!

Let's get creative to get more quotes

The easiest way to predict our success in sales is to make sure we are getting the right number of “at-bats” needed to get us there. Increasing your quote volume is a way to guarantee that you will make more sales. In this episode, we will focus on exactly that - creating specific strategies to make sure you are doing enough quotes to meet the expectations of your agency and of yourself!

Different tactics for different times - how to sell in today's environment!

Things change. People change. Our environment changes. If we are going to reach our true potential, it is crucial that we pay attention to what is happening around us and that we listen closely to the cues that our prospects give us as to what type of consumer they are. Watch this episode to learn some different tactics that can help you close more business in the current environment!

I'm a current customer, and I was just calling to cancel my policies...

It's never a fun call to take when someone says, "I want to cancel my policies with your agency." Our immediate response is going to be everything with this one! This week, we will focus on a process that will help you extend these conversations and take them to a place where your customers will be more open to staying with your agency - which is always the goal. Find out how to turn these calls from confrontational into solidifying the relationship with our customers!

In this month's episodes...

Olson Agency LIVE Overcoming Objections with the GRID

This week we are going to stream a LIVE practice session from our own team.  As producers, it is crucial that we are open to coaching, that we know how to be coached and what it sounds like, and that we implement the suggestions that we are given.  In this session, producers will learn how to work through the GRID, and sales managers and owners will learn some great coaching techniques that can help when you are working with your team!

Why did my rates go up?

This week we are going to work on a call that many of us dread taking and one that is especially prevalent right now in our industry - “Why did my rates go up?” We are going to really focus on how as producers, we can stay positive when presented with this question and, more importantly, how we can leave the customer feeling heard. The end goal of this call should be that the customer feels confident with their policy and that they do not feel like they need to immediately go shop around.

Jeremy and Kristin - Why activity is EVERYTHING in sales

We are always finding that people want to unlock the secret cure to how to be as successful as they can and should be in sales. Some people think it’s talent that makes them successful. Some think it’s hard work, and others think it’s being smart. Well, we do know one thing for sure without a doubt, activity is everything if you are going to be successful in sales! This week we will unlock the specifics around why and how you can increase your performance with the right kind of activities that WILL boost your sales!

In this month's episodes...

New strategies when talking about price

Have you ever gotten to the end of a quoting conversation where you knew the whole time the price was going to be higher, and you are just hoping they will still say yes? Well, hope is not a strategy! This week we are going to talk about new specific strategies on how to talk about price when you know you will be higher. The strategies we will discuss will increase your confidence as an advisor and will help your prospects increase their budgets so that they buy from you!

The art of asking for life insurance

We all know that if we don’t ask our customers about who they have their life insurance with, we are doing them a disservice. Yet, for some reason, we notice that most P&C producers simply don’t ask. It may be because they feel uncomfortable asking, it may be because it feels like it’s just “one more thing,” or perhaps  it just feels too “pushy” to them. Whatever the reason, this week we are going to help you become just a little bit less uncomfortable when asking for life insurance. You won’t want to miss this week’s episode because it will help get you to a higher level when talking to your customers, and most importantly, it will help them become better protected!

It's not enough of a difference to make the switch

It happens…we have a great conversation and the price is just slightly different than what they are paying. The prospect then says, “it’s just not a big enough difference to switch.” It’s up to us to change their perspective. We definitely can’t think all is lost when someone says this! This week we will take the uncomfortable right out of this objection and give you a formula for success!

How to politely poke holes in the competition

We all know just how important it is to highlight the benefits that we offer to our prospects, and specifically the ones that will differentiate us from the competition. How we do this can definitely help us close the sale if done right, but it can also backfire if done in a way that makes you come off as not so professional.  This week we will focus on many different scenarios where we can “politely” poke holes in what you offer compared to your competition - all with the goal of improving your odds of binding the business!

In this month's episodes...

How to work home mailers

Sending out home mailers is very common in our industry, yet the process of how we work them seems to vary greatly from one agency to the next.  Mailers are something I used to do in my office well before there were any companies out there charging for this service - I would literally type one quote at a time and send it out because I knew just what quality business would come in as a result.  This week we will focus on the calls that we get on these and specifically how to navigate that conversation knowing that there is a good chance that both the price and the coverage amounts will change after we’ve had our full conversation with the prospect.

How to stay ahead of the price objection

During this show we are going to focus on the importance of getting out in front of the price objection that is all too common in our industry.  By focusing on this early on in the conversation, and being armed with a specific formula to stay ahead of it, you will see a huge decrease in the amount of pushback you get at the end of your calls.

I had a bad experience with your company in the past

It happens…. We are calling out on leads or winbacks and the prospect says, “I had a bad experience with your company in the past…” This apprehension is tricky to deal with and is one that we must be quick and confident at responding to if we are going to have a chance. This week we will be talking about best practices to build trust with this type of prospect and to put them at ease so they do in fact want to keep talking!

I'll take a look at it and give you a call if I'm interested...

There is a reason that this topic won by a landslide during last week’s poll - because it is one that stops so many producers in their tracks. The trick is to not take this comment as rejection or that they don't want to buy AND not to leave the call back in their hands. This week we will work on getting this conversation back on track, moving it from  "I'll call you back if I’m interested” to more of a definite call to action!

The power of using "net cost" to net more sales

This will be one of those shows that you walk away saying, “That makes so much sense,” and one that you will be able to use what we share immediately to see an impact on your sales.  We will go through some very specific sales and service examples where the way that you present price can make all the difference in how the prospect or customer reacts.  We’ve worked with our team very recently on this, and the results have been incredible!

In this month's episodes...

Let's get to the bottom of why we DON'T ask for referrals

Oh man! We just could not resist this topic! Referrals have been proven to be a huge opportunity to build business, yet it is one of the hardest things to get people to do. We will take a deep dive into this subject and figure out why we DON’T ask for referrals often enough! We have a few surprises along the way on this one so you won’t want to miss it!

Different ways of asking for referrals...how to make it your own

Last week we talked through some of the reasons that hold us back from asking for referrals.  At the end of the webinar, the majority of you made a decision to COMMIT to asking moving forward.  This week we are going to share multiple ways of incorporating referrals into your business, so that all of you can walk away with a specific tactic that will best fit your personality!

I still want to shop around

We've walked a prospect through what we thought was a great presentation, we've presented amazing coverage options, we've given them all of the discounts and benefits, yet we are met with "I still want to shop around..." Join us to learn how to be more effective at preventing this hesitation in the first place, and also some great tips on moving past it if it does happen to you!

Winning with winbacks

This week we are going to talk about how to be successful with working  winbacks! These particular prospects are very valuable to call because they have been with us in the past and have a narrative that we need to find out more about. When we do this, a lot of times we are able to quote them again and show them the value in coming back. We will give you our best tips to make the most out of these calls so that you CAN Win with Winbacks!

In this month's episodes...

The little things - specific daily actions to always be in sales mode

As salespeople, we should always be focusing on the little things that keep us in “sales mode.”  What do you do after someone doesn’t answer your scheduled call, when your contact rate is down,  or perhaps when you lose a sale all together to stay positive and in a sales mindset?  Let’s face it, we can either live our careers being the victims of what happens to us or we can have specific actions that help us to continuously be in front of people and keep our pipelines full.

The art of pointing out gaps to close more sales

Showing a prospect that you can help them fix the gaps that they have in their current coverage is a great way to improve your close rate, and specifically, your number of first call closes. Creating a sense of urgency by pointing out different exposures, coupled with a solution, can be a game changer for you as a salesperson! Join us this week to learn some specific “gap areas” to focus on in both home and auto quotes!

The FLOW of the home quote

There is nothing more important than the way we present a quote,  or “the flow” of the conversation.  Because there are so many pieces to home insurance policies, a lot of times we have heard prospects being confused during this presentation and not fully understanding what they are buying.  In this episode we will share a very simple process that has worked great in our agency - a process that focuses on narrowing it down to 3 key areas of the home policy, but also providing that thorough education that prospects expect.

Sales manager share the reasons their producers succeed

This week, we’ve asked three sales managers to come on and share some very specific reasons that they believe lead to top producers being successful. These three are in the trenches every day with their teams, so are definitely speaking from experience, and all have rock star producers in their agencies! 

In this month's episodes...

Rapid fire objection handling...

If you’ve been in sales for any amount of time, you know that overcoming objections is always an area where we can constantly be mastering our craft. Practice is key to staying sharp with truly uncovering what the prospect is hesitating on. This week we are going to work through an exercise that we do in our agency quite often, where we “rapid fire” multiple objections in one setting, then role play them to make sure we are sharp.  By the end of this show you will be armed with a technique that will get you better prepared to handle objections, which will surely lift your numbers!

Closing the sale

We all want to close the sale, but sometimes we get discouraged when it falls apart at the end. A lot of times people rush the close or even try to close the sale before it’s time. This week we will be discussing when to close the sale and how to be clear and concise at the end of our conversations so that it all works together and gives you the best chance of making a sale!

How to set appointments that hold

Have you ever heard of the saying “kicking the can down the road?” This is what happens when we don’t set solid appointments with viable prospects. Following up with set appointments can be the difference between closing a sale right now versus delaying it further into the future.  This week we will discuss the value in setting intentional calendar appointments so that our follow-ups stick and our pipelines are constantly full.

Increasing home close rates by exploiting dwelling coverage

There has never been a better time to focus on how much current coverage your prospect has on their dwelling than now.  So many homeowners that we quote are exposed here, and pointing that out in the right way can have a huge impact on your close rate.  The tips that we will share in this webinar can lead to instant results when implemented.

In this month's episodes...

You're just too expensive...

As much as we try to get away from price by using a stellar process where we don't sell apples to apples, people sometimes still make it about price! This week we are going to focus on how to respond to a prospect when they simply tell you that you are too expensive after you present the price. We will talk through the psychology of this subject as well as present a couple strategies that will help us be more effective at talking through these hesitations with the prospect in order to make sense of what we are proposing to them.

Different tactics for different prospects - Knowing what to use when!

This week’s episode is sure to get your wheels turning! We are going to discuss how to customize your approach and really how to tailor it to the type of prospect or customer you are talking to. Think about all of the different viewpoints prospects and customers have on a daily basis. How awesome would it be to understand how to approach each one of these in the most effective way?  This week we are super excited to talk about how, when, and why we use different tactics with different prospects so we can give ourselves the best chance of connecting with them and ultimately leaving them better protected!

The things we tell ourselves as salespeople - how to take care of our mental!

Let’s face it, sales is a game of psychology. We talk to so many people, and we are told to go for “NO” and continue to motivate ourselves and be self-driven to be our best. I’m just going to call it out. This isn’t easy! But… this career is sooooo amazing if we are aware of how we take care of our mental. So, this week we are going to talk about the things we tell ourselves as salespeople and how to take care of ourselves. At the end of Tuesday's episode, our goal is to give you some strategies to work our way out of the down times so we can be our best on every call.

I can't afford the down payment...

A topic that is coming up more and more around the country, this week we are going to work on how to respond to our prospects when they say they “can’t afford the down payment.”  Some states have implemented rules that require higher amounts to be collected at new business, but these higher down payments can also be required for various other reasons that are in our underwriting guidelines.  This week we will work through how to respond, but also will discuss just how important our own thoughts around this requirement can be in our results.

No thanks, you're the 5th agent to call me...

One of the most common things we hear when calling out on leads is, “No thanks, you’re the 5th agent to call me.” Sometimes this stops us in our tracks when we don’t have something to say that speaks to the benefit of the prospect. This week we will show you how to overcome this front-end objection to get the opportunity to quote even with those who have been inundated with calls from other agents.

In this month's episodes...

I might not be able to beat your price...

This week on RPOA, we are going to approach the conversation about price in a way that you might not expect. At the beginning, we are going to come right out and say “I might not be able to beat your price…” in order to open up the coverage conversation, and in some ways, just get them thinking.  This is a super fun exercise on being bold and confident, and is something that has proven very effective in our agency.

I like everything we've talked about, but I want to get a few more quotes...

“I like everything we’ve talked about, but I just want to get a few more quotes….” Wait what?!!!! How could our prospect say this when we have had a full conversation? This objection is one that catches us by surprise when we have done a thorough job explaining things to our prospects. This week, we will work on some ways to prevent this objection from coming up and also share a great response if it does come up!

Vision Planning for 2023

This week we will work on planning our vision for the upcoming year. The more specific we are with where we want to go, the more likely we will get there! By the end of this episode, you will be fully prepared to work on your own vision and create one that will have a lasting impact!

Personal Brand - A must if you want to reach your full potential!

This week we will talk about setting ourselves up for success by being memorable with a Personal Brand. Prospects don’t just buy our products, they buy us! Let’s make sure they know who we are and how we can help from the beginning of our conversations. We will show you how to customize a Personal Brand specifically for you and you will be able to use it immediately to get the results you want!

In this month's episodes...

I haven't had a chance to look at the quote yet, I'll call you back when I'm ready...

It happens every day! We are just following up on a proposal that was sent, and our prospect says, “I haven’t had a chance to look at the quote yet. I’ll call you back when I’m ready….”  A lot of times, we have nowhere to go with these types of calls if we don’t set it up right, and that set begins way before you make the call. We can’t wait to talk about this topic this week and give you a strategy to help the prospect want to stay on the phone with you and close the business now rather than later!

I need to talk to my spouse first...

Join us this week LIVE from New York to learn a great way to handle this popular objection, "I need to talk to my spouse." A lot of people feel like this one is almost insurmountable and oftentimes stop trying when they hear the "spouse" word. You will leave this episode armed with a clear path to help you continue the conversation and, in many cases, close the business right then!

Comebacks for "the impossible" scenarios…

This week we are going to go through multiple scenarios that are on the most difficult side. In fact, some producers might even refer to them as “impossible” to overcome.  As producers, we all need to be armed with something to say in these scenarios so that we can either move forward or move on without letting them shake us mentally.

Call me back after the holidays

This is the time of year we start to hear this from prospects, “I just don’t have time right now, can you call me back after the holidays?”  Join us this week to learn how to open the door and continue the conversation when presented with this pushback so you don’t have your sales impacted by this!

A day in the life…

This week we are going to really focus on the “how” behind what top producers do in managing their time, and just what their days look like from start to finish.  We have pinpointed 7 areas that we feel contribute to their success.  We will go through each one of these in depth and also hear from producers on why they feel they are important and lead to their productivity!

In this month's episodes...

Strategies to help you get out of a sales slump!

We are really excited to deliver great content  on the show this week on strategies to help you get out of a sales slump!  Everyone has a down month from time to time or a “slump…” When this happens, our mental outlook can go down and we get discouraged and just want the month to end so we can start fresh. We will teach you strategies that have been proven to get you up and running and make you charged to stay the course!

How to work LIVE transfers

So many of us are now working live transfers because they are a great way to grow our business!  The way that we answer these calls, and the process that we use to keep them on the phone and successfully go through an entire quote, makes all the difference in your effectiveness of closing these.  We will share what has made this the process that yields the most sales of anything we do in our agency.

How did you get my number?

Let’s face it, when we make outbound calls to prospects, sometimes they don’t trust us enough to give us the time of day! Some prospects might even say, “How’d you get my number?” With this objection, the key is how to respond in a way that will build trust and keep them on the phone.

Top producers talk about "The Close"

This week we are going to bring on a panel of 3 top producers who are going to focus on sharing some tips they have in closing business.  All 3 of these producers have a true passion for this very important part of the sales process where we ask for the business, and that will be what we spend our time on during this segment.  Each one will give you specific tips during the close that they believe has led to their success!

In this month's episodes...

Unlocking the opportunity to quote by mastering front end objections

We all want as many opportunities to quote as possible! Unlocking what it takes at the front end of the call is key because it is inevitable that we will get a lot of front-end objections. In our agency, we role play how to keep prospects on the phone even if they tell us, “they aren’t interested,” “didn’t request a quote,” or “don’t have time.” Join us on Tuesday to understand how to get agile at handling these objections in order to get more quotes!

Top 10 rapport builders when calling new prospects

People buy our products and services, and they also buy us!  This week we are going to talk about our top 10 rapport builders when calling new prospects. You will be surprised that we will not be teaching how to talk about your prospect's dogs or cats or the crazy weather! Ha! If you use what we will be teaching, we guarantee your prospects will buy your products and services, and most importantly, they will buy YOU!

I'll go with the auto for now, but I'll wait until renewal to talk about my home policy

It happens…. We get to the end of the conversation and we’ve quoted a prospect’s auto and home and they say, “I’ll go with the auto for now, but I’ll wait until renewal to talk about my home policy…” What do we say to this? Why is the prospect saying this? What is the solution? Answering their specific reason and showing them a solution to it will be the difference between this prospect becoming a multi-line customer with you, or an X-date.

Shifting your mindset from “Service work is bogging me down” to “I make so many sales from my service calls!”

This week we are going to focus on changing how we look at service calls.  We talk to producers every day who say “I just don’t get it - how are you guys selling so much just using your everyday service interactions?”  Our goal will be to have you leave this show with a whole new understanding of just what opportunities you have with your everyday service interaction, and it all starts with looking at them, not as interruptions, but rather as the opportunities they are!!

In this month's episodes...

You're too late...I already signed up with another company

Many would say this is one of the most difficult objections to overcome, the dreaded “I’ve already signed up with another company…” Rather than looking at this as a hard STOP, tune in to this episode to learn how to make this a fun opportunity to really show your prospect what you got!

The Art of Asking for the Full Household

A lot of times, we as advisors focus on full households being auto, home, and umbrella policies when in reality, so many have a lot of other things to insure. We have to have ways of asking for things like boats, motorcycles, motor homes, ATVs, etc. We already have our prospects on the phone, so it just makes so much sense to dig deeper and uncover other potential policies so that they are properly protected. Join us this week to learn how to increase your sales by focusing on everything in the household with the prospects you are already talking to!

Rapid Fire

This week is going to be a little bit different! Jeremy will be in Quebec enjoying an Allstate trip, so Kristin is going to host the show solo.  She will be coaching 3 team members from different agencies on something very specific that they want to work on. For producers, this is going to be a great show to really see how you should be practicing every day, and for managers and owners you are sure to walk away with some great coaching tips on how to help your producers get better!

The follow-up call

The Follow-Up Call” is often overlooked as the most essential closing technique! The reason I say this is because the majority of our sales come from follow-up, yet a lot of times, we are not super intentional about “how” we follow up! This week we will dig deep into the benefits of having a follow-up process, what to say and what not to say on our follow-up calls.

The art of handling statewide rate increases

This week we are going to work on a topic that is very prevalent in our agencies today - rate increases.  We are going to focus on both areas that this is impacting us, at new business when we are quoting higher prices than in the past, and at renewal when our teams are fielding many calls from customers asking why their premium has gone up.  We will give you specific tactics to handle both of these situations, and how you can look at both of these scenarios as a positive!

In this month's episodes...

Sorry, I already renewed with my current company

This week we are going to work on a front-end objection that producers tell us they really struggle with -   the dreaded “Sorry, I just renewed with my current company…”  Rather than looking at this as something that we can’t overcome and something that literally ends the call, we are going to focus this week on getting this particular prospect to see things a bit differently, in the hopes that they will be open to getting a proposal from us and ultimately switching to our agency!

I already got quoted a better price with the same coverage...

This week we will work on an objection that so many of you have mentioned you need help with - “I already got quoted a better price with the same coverage….”  There is so much we can do before we present the price that can help to prevent this objection.  This will definitely be a focus this week, as well as what we can come back with if they do say this after you ask for their business.

Top producers share actual “nuggets” they use every day

This week you are going to want to get your pens and paper out!  We are going to have a panel of top producers who will share very specific things that they are doing everyday to get to their production levels. We’ve had other panels where we focused on processes such as asking for referrals or building COI relationships,  but this week we are going to focus more on the little things that these producers do every day to get where they are.

In this month's episodes...

5 proven sources to lead to ADDITIONAL business! - Part 2

In the final episode of May, Jeremy and Kristin are going to spend the time discussing 5 very specific sources for acquiring new business that you can add to what you already do every day.  Our goal is to have you leave this webinar with 1-2 ideas that really speak to you that you can commit to, and we are confident with that commitment you will see an immediate lift in your production! Bring your notepads this week and be prepared to write down a source or 2 that you are going to commit to!

Asking for referrals

Asking for referrals is probably the most underused source of business in our industry, and one that can have an immediate impact on your production.  What we find is that success with referrals comes down to where one is comfortable asking, so we are going to talk a lot about that in this episode!  We are also going to unveil a new script this week that Kristin has been working on and seen great results from!

Just give me the price!

This week we will be tackling an objection that most struggle with, “Just give me the price… Just give me the price!!!” No one likes dealing with people who are pushing us NOT to give them advice on their insurance. We need to focus on how to give them what they want AND give them great advice! I’m looking forward to this one because I think you all might be shocked at what we come up with saying!

Gas, groceries, or insurance coverage?

During times when we are seeing the cost of goods and services going up, our conversations as insurance agents can become just a bit different.  We are talking to consumers who are in a different financial position than perhaps they are used to being in, and it is forcing them to really weigh where they are going to allocate their funds more carefully.  This week we are going to work on just how to talk to those prospects, and even current customers, who are calling in in this mindset of trying to reduce their insurance spend.

In this month's episodes...

I want to cancel my policies

It's never a fun call to take, when someone says, "I want to cancel my policies with your agency." Our immediate response is going to be everything with this one! This week we will focus on a process that will help you extend these conversations and take them to a place where your customer will be more open to staying with your agency - which is always the goal.  Tune in to find out how to turn these calls from confrontational into solidifying the relationship with our customers!

How to build rapport even when you think you “aren’t good at it”

The ability to build rapport with our prospects makes all the difference in our success as salespeople. We often hear from producers that they feel like sometimes they just aren’t good at being able to build rapport and we KNOW that no rapport building equals missed opportunities! This week we are going to laser focus on specific strategies that will lead to you being able to better connect with your prospects, which in turn will lead to higher close rates, better conversations, and more sales!!

Hmmmmm, I never requested a quote...

We get so excited to jump on those dials and talk to leads and, then, the prospect says, “Hmmmm, I never requested a quote…”  Wait, what?!!! How could this happen?!!! We will have the answers in this week's episode of RPOA! We will teach you how to make the most of this front-end objection in order to open the opportunity to quote even if they say they didn’t request one!

5 proven sources to lead to ADDITIONAL business! - Part 1

In the final episode of May, Jeremy and Kristin are going to spend the time discussing 5 very specific sources for acquiring new business that you can add to what you already do every day.  Our goal is to have you leave this webinar with 1-2 ideas that really speak to you that you can commit to, and we are confident with that commitment you will see an immediate lift in your production! Bring your notepads this week and be prepared to write down a source or 2 that you are going to commit to!

In this month's episodes...

Send it to me in an email…

When a prospect says just “send it to me in an email,” it is usually a sign that we did not follow the entire process and that we left something out which is causing them to say this.  This week we will learn not only how to respond to this objection, but more importantly - how to prevent it from happening very often!

The Do’s and Don’ts of presenting price

Presenting price is the grand finale of the sales process and one that most people fear because we aren’t sure the prospect is going to buy until they say “yes” to the price. This week we will learn what to do and what not to do when presenting price at the end of the coverage conversation. If you use what we talk about in this episode, your confidence in presenting price will increase as well as your close ratio.

Why did my rates go up?

This week we are going to work on a call that many of us dread taking, “why did my rates go up?”  We are going to really focus on how as producers we can stay positive when presented with this question, and more importantly how we can leave the customer feeling heard.  The end goal of this call should be that the customer feels confident with their policy, and that they do not feel like they need to immediately go shop around.

The LIFE of an internet lead

In today’s world of insurance sales, leads have taken on a crucial role in our agencies because if worked correctly, they can lead to substantial growth! This week we are going to speak from the perspective of just what the “life” of a lead should look like if we want to get the most out of it and if we want to improve our odds of being successful in working leads in general. It takes strategy and consistent activities as well as a lot of common sense to be successful at working leads. We will share everything we can to help!

In this month's episodes...

Lightbulb moments that were career gamechangers

This week we are going to bring on a panel of 3 producers from around the country who decided to commit to a specific tactic that has absolutely changed their results!  They will talk about how they got outside their comfort zone and committed to the process, and the specific impact it has had!

Overcoming 3 No’s to get to a Yes

This week we are going to have some fun practicing overcoming the No’s we get every day in order to get to YES! We will do this by using the now famous “Grid” over and over (at least 3 times!) so that when we are faced with a NO, we will be more agile at helping our prospects feel comfortable buying now!

All of this sounds great, but I need you to get the price down a bit…

This week we are going to talk through and role play an objection that often stops us from focusing on what is most important in our conversations with prospects, which is helping them get the right coverage! What we hear with this specific objection is that it oftentimes shifts the conversation to price, and nothing else.  We have the tendency to go right into thinking about how we can trim coverages to get their rate down in order to "save them" from going somewhere else, but, there is a better way…

How to manage your PIPELINE to win more business

In sales, knowing how to manage your pipeline is not just important, it is everything if you want to be successful! The fact is that we are not going to close ever prospect the first time around. That means we need to manage our pipeline of potential business with intentional follow up. It’s all about efficiency and having a system to succeed!

Daily habits that will turn your job into a career

The reason why one sales producer succeeds in this business and why one doesn’t can often be found in their daily habits - the little things that they focus on doing every single day.  This week we are going to focus on some of the habits that we have seen payoff for top producers that we have in our agency, and also in other agencies that we have worked with over the years.

In this month's episodes...

I don’t have time right now, can you call me back next week?

There are so many front-end objections when it comes to calling leads and customers, and often times it really is just because they are not expecting our call at that very moment.  Every day we hear, “I don’t have time right now, can you call me back next week?” This week, we will discuss how to make the most out of this objection and increase the odds of quoting the business now rather than later.

3 Yes Close

Back by popular demand! This week we will be talking about one of the most popular, and impactful closing techniques we have ever trained our own team on. The “3 Yes Close” is a game changer in helping us gain buy in and flush out any hidden objection.  Asking our prospects a series of questions right before we ask for the sale will not only give us a gauge on where they are at, but it will also dramatically improve our close rates. We are are constantly looking at way to increase our batting average so this is one you won’t want to miss!

I think I’ll just wait until my next renewal

You’ve just given a great presentation and feel like the prospect is ready to buy when all of a sudden they say “You know, I think I’ll just wait until my next renewal…”  You’ve already overcome a few objections, you’ve shown them the value of what you have to offer, so now what?  In this episode, we are going to focus on a strategy to get our prospects to see why it will make more sense for them to switch now, versus waiting.  As salespeople, learning how to push through these types of delays can be the difference between being an average producer, and a GREAT producer!

Making monoline calls that get results

One of the most popular “lists” that we all like to work, monolines are a great way to increase our sales, our retention, and our customer satisfaction! This week we will talk about how to open these calls with a proven strategy that leaves the customer better informed and ready to buy!  Join us this Tuesday and learn how to be more effective at turning our monoline customers into multi-line customers!

In this month's episodes...

Using unique selling propositions to set yourself apart

There are so many things that we can do to set ourselves apart in this industry. We use a process that helps people understand their insurance needs better (RDCR). We use a personal brand to show people how we work with our prospects and customers and this week we will add Unique Selling Propositions to our tool belt. What makes our company and agency unique is important because it helps our prospects and customers choose us and stay with us over other companies. We will give you a formula to work on your own Unique Selling Propositions and role play ones that we use in our agency as examples.

10 Service Calls = 3 Sales

There is so much opportunity in our everyday inbound service calls!  For over 25 years I have been a very "in the trenches" agency owner, I love talking to customers!  I have tracked my results from the beginning, and can safely say that if this process is followed, you will start turning these calls into opportunities to better protect your customers immediately.  In fact, for every 10 calls you take, you can expect to make 3 sales by following this process. Payments, add cars, change cars, address changes, many agencies think of those as time consuming, but my team turns these all into sales every day!

Writing Emails That Get Results

Let’s face it, our current business reality is that we don’t always get ahold of our prospects and customers over the phone. Writing effective emails is a must in order to be able to follow up from our conversations and connect with people if we can’t get them over the phone. This week we will share some crucial tips and strategies that will help you write emails that will get responses and results!

Sales Rockstars Share Their Secrets

This week  we are going to interview 3 rockstar producers who sit in your exact same seat every day and deliver incredible results month in and month out. These 3 all have very different perspectives, but what they all have in common is that they know their success all starts with a commitment to doing the daily activity, and following the process. These producers are sure to leave you with some great tips on how to succeed in your role in 2022 and beyond!

In this month's episodes...

Taking a service call from hello to cross sale

Taking service calls is such an opportunity to create long lasting relationships with our customers, give a 5 star experience and make sure if it makes sense to cross sell into different lines. So, this week we will show you how we take an everyday service call from that initial interaction to a full review and cross sale. We do this in a way that really helps the customer understand their coverage better and leaves them better protected.

Creating A Vision And A Plan For 2022

This week we are going to work on planning out our vision for the upcoming year. The more specific we are with where we want to go, the more likely we are to get there!  By the end of this episode, you will be fully prepared to work on your own vision and to create one that will have a lasting impact!

I’ll go with you guys if you can beat my current price

This is a front end objection that we have been hearing from prospects a bit more lately, so we thought we would focus on different ways to overcome what can potentially be a “jarring” way to start your calls.  Join us this week to learn some tactics to address this and how to get back on track to following “the process” that we all know is so important if we are going to get the best results!

The art of de-escalating everyday scenarios

In our roles,  there are many different scenarios that can cause our prospects or customers to become escalated.  How we handle these situations can make all the difference in the world in the outcome.  Join us this week to hear us talk through effective strategies for de-escalating these conversations that come up.

In this month's episodes...

How to recommend and negotiate coverage

We always talk about not selling on price and leading with the customer. There is no better way to do that than to truly understand how to negotiate limits in order to make sure the prospect/customer has the right protection for their needs. This week we will role play some specific strategies on gaining buy-in so the prospect/customer has that “YES” mindset at the end of the call.

Keeping your pipeline full

In our business, success comes from two things - First, having the right conversations every day, and second, having enough of them! This week we are going to focus on the second piece, putting yourself in a position where you know every day that you are going to be able to have enough conversations about insurance to be able to sell the number of policies you want in order to be successful.  We will give you specific tactics proven to keep your pipeline full, so this one is a must watch!

Call me back after the holidays

This is the time of year we start to hear this from prospects, “I just don’t have time right now, can you call me back after the holidays?”  Join us this week to learn how to open the door and continue the conversation when presented with this pushback so you don’t have your sales impacted by this!

No thanks, you’re just too expensive

As much as we try to get away from price by using a stellar process where we don't sell apples to apples, people sometimes still make it about price! This week we are going to focus on how to respond to a prospect when they simply tell you that you are too expensive after you present the price. We will talk through the psychology of this subject as well as present a couple strategies that will help us be more effective at talking through these hesitations with the prospect in order to make sense of what we are proposing to them.

I did ___ and my production skyrocketed

We all want to know what the magic cure is for increasing our production! This week we are going to bring a couple of agency owners and a staff member on to share very specific processes that they have implemented from being a part of RPOA that have made their production skyrocket!  They will walk us through exactly why they believe in these processes and share the specific results they have seen. We can’t wait to share these ideas with you all in hopes you will get lift too!

In this month's episodes...

Episode 100: The 100 X Challenge

This week we are celebrating our 100th episode!  That’s right, 100 straight Tuesday’s we have been on the show!  We have a great show planned where we are going to mix in a little bit of  fun, while of course delivering some great content, which is always the main focus of our platform.  You may see a few bloopers from the past episodes, you may hear from one of our team members about the stuff that goes on “behind the scenes,” but you will also walk away with a specific challenge for October that is guaranteed to lift your numbers!

I'm not interested...

In this episode we will dissect the WHY behind this objection and give you some new tools to be more effective at overcoming it.

Creative strategies to GET MORE QUOTES!

The easiest way to predict our success in sales is to simply make sure we are getting the right number of “at bats” needed to get us there. Increasing your quote volume is a way to guarantee that you will make more sales. In this episode we will focus on exactly that - creating specific strategies to make sure you are doing enough quotes to meet the expectations of your agency, and of yourself!

Requote practice LIVE

This week we are going to have our entire outbound sales team come on and practice the requote talk path. We will provide a script that has been working great in our agency for requotes, but you will also get a great idea of just how practicing with your team members can help you fine tune, and improve scripts that you have been trying to use.  This session will be raw, in the moment, and interactive!

In this month's episodes...

Turning Refinance Requests Into Sales

This week we are going to share two very specific ways that you can turn your everyday refinance request into an opportunity to give great service and create immediate and future sales.

Creating a sense of urgency so your prospect will buy

We’ve all been there where we’ve had a great conversation and explained coverage and pointed out exposures to a prospect and at the end of the conversation they still don’t buy. Insurance is one of those intangible products that becomes the most important thing should we have to use it. We want our conversations to matter and we need to create URGENCY so the prospect will buy now instead of later so that if they did have to use their insurance, they would have the right protection. In this episode, we will work on just that, Creating a sense of URGENCY so your prospect will buy!

Getting more quotes by mastering front end objections

When making calls to prospects it is crucial that we master front end objections if we want to improve the number of quotes we are able to get from the leads we are working.  This week we will have one of our own team members serving as a “guest coach,” and we will demonstrate how memorizing these objections can play a huge part in our success.  There will be some rapid fire role play, as well as truly working through the practice part with our participants, so you can see first hand how practicing and talking through these things can make all the difference in the world!

In this month's episodes...

The "trifecta" of objections

In this episode, we are going to focus on 3 of the most common objections we face in our industry - “The price is too high,” “I need to talk to my spouse,” and “Send it to me in an email.” The participants this week have all watched our individual episodes on these topics and will be offering you their takeaways on what they learned, before then role playing each scenario.  Be prepared for an action packed show where you will learn a different way of practicing role play!

No thanks, you're the 5th agent to call me

When working leads it can be frustrating to hear that we are not the first agent that our prospect has talked to. Calling on internet leads in general is hard work, so to have to convince a lead that you paid for to "allow" you to give them a quote can be defeating.  In this episode we will focus on a way to really show your prospect that you are “different,” and worth talking to!

I didn't get a chance to look at your quote yet

This is always a tough one for us to hear when we are calling a prospect back, excited to review things with them and hopefully close the business.  Too often we find that this hesitation stems from what you did BEFORE calling them back, so we will work on some front end tactics this week as well as a response that you can use if you are met with this response.

From hello to bind with Lindsey

I get asked all the time, "How do you put it all together, what does a quote sound like from start to finish including objections, closing techniques, asking for the sale, etc."  Well, this week is your chance to hear it LIVE!  We will have one of our producers role play, uninterrupted, an entire quote, literally from the time a lead answers the phone all the way through asking for money to bind the business!

In this month's episodes...

The FLOW of an inbound call

In our agency we mentor our team members to not be “order takers” and “answer givers” but instead look at every interaction as an opportunity to leave our customers better protected. In order to do that, you have to know where you are going with the conversation. We have something we call “the flow of the inbound call” that we use to make sure we take care of our customers and that we give them our best every time. This role play will come complete with an inbound call checklist that you will be able to use now and in the future in order to leave people better off!

When to ask for the sale

Let’s face it, we all would love to close more business and be able to feel comfortable asking for the sale. The key to closing more sales is knowing when to ask for the business. So often, we jump the gun and present the price way before it’s time or when it is time, go soft on asking for the business. In this episode, we will give you tips on when to ask for the business and also teach you how to effectively ask!

Bottom line results from internet leads

This week we are going to focus on one of the most popular topics that we hear from agents - how to work internet leads, and more importantly - how to get results from them! During this webinar, we will have a top producer share exactly how he talks to leads to get them interested, and how he overcomes the same objections that everyone else gets while working these.  We will also have our Outbound Sales manager share specific pipeline tactics that have led to great results and he will also show how he manages his team on a daily basis.  Finally, we will cover exactly how we have our lead team structured.

In this month's episodes...

I Changed My Mind...

The call that nobody wants to get - a few days after we sold a prospect they call us back and say they have changed their mind.  Of course we take this personal and often times this makes us immediately go on the defensive.  Tune in to learn some great tips on how to not only handle this when it happens to us, but also some ways to get ahead of it at the time of sale!

Get Your Curious On To Close More Sales

Being curious helps us get to know our prospects better so we can solve the full picture. It also helps us recommend the right coverage and have the right solution. More often than not, we still have questions for our prospects and customers that we just don’t ask because we assume their insurance story. This week we will teach you how to look at prospects as individuals, NOT dollar signs, and how to get your CURIOUS on to close more sales!

My Friend Pays A Lot Less Than I Do...

We’ve all had that call from a current client where they have been talking to a friend about insurance, only to walk away with the impression that they have been overpaying and their friend is getting a better “deal” than we have been giving them.  Often times they come into these calls a bit upset, feeling as though they have been paying too much for their insurance and they want answers! How we handle these calls will be the difference between your client either feeling like they want to shop around and still feeling frustrated, or them feeling a renewed commitment to your agency because of all of the benefits and the service that they get from you! Join us this week to learn an effective way at handling the “my friend pays a lot less than I do” calls!

I Already Went With Someone Else...

Oh man, this might be the call that makes us the most disappointed. We spent the time talking to a prospective customer and even set the appointment to close the sale.  When we make the call we are met with “I already went with someone else…” This week we will help you understand how to take this objection and shift it from being disappointed into an opportunity!

New Producer Panel

This week we will have a panel of new sales producers from different agencies, all with production results that will blow you away!  This group of rockstars will show you that with hard work and commitment to the process you can start producing very early on in your career, and that one should never feel like they need time to “ease” into this career!

In this month's episodes...

How To Effectively Answer Live Transfers

So many of us are now working live transfers, as they are a great way to grow our business!  The way that we answer these calls, and the process that we use to keep them on the phone and successfully go through an entire quote, makes all the difference in your effectiveness of closing these.

The First 7 Seconds of a Prospecting Call

The way that we open a call to a prospect will decide the success of the call.  The first few words we use will determine whether they will want to hear the rest of what you are calling for,  if they tell you they are not interested, or in some cases simply hang up on you.  Join us this week for a talk path and some strategy designed to help you get more of your prospects open to having a conversation with you!

Things NOT To Say To Make More Sales

Did you know that you can talk yourself right out of a sale? In order to be truly effective at sales we need to be aware of the things to stay away from saying because of how the customer/prospect might perceive you. This week, we will talk about things NOT to say in order to make more sales!

A Deep Dive Into THE GRID

The GRID has been more impactful than any other objection-handling technique for us in our agency, so much so that we are going to take a “deep dive” into the reasons behind why it works so well. If your team is looking to close more business, this is the episode for you!

In this month's episodes...

Taking a Prospect from "It Didn't Work Out This Time" to "In My Pipeline"

Pipeline management is everything in sales and it starts with being efficient with every prospect we come in contact with. In this episode we will focus on knowing the “why” of what to put in our pipeline when it doesn’t work out the first time around and how to set the expectation of follow up so that we get the sale the next time around!

Maximizing Your Requotes

If we could show you a way to increase your sales with leads that you don’t have to purchase, would you want to know more? Well, that is what this week’s RPOA is going to focus on.  Requotes are an amazing opportunity to follow up with people you have quoted in the past and probably one of the most underutilized sources we have in this business. Join us this week to learn an effective way to tackle these!

Is there any way you can get my premium down?

Whether we are talking to prospects or customers, we often hear “Is there any way you can get my premium down a bit?” This is a delicate conversation as we always want to leave who we talk to better protected. This week tune in to find out our best practices of leaving them better off and making sure their premium is the right fit for their financial needs.

How to get sales results from service calls

Our team’s “super power” is taking everyday service calls and transitioning them into sales, all without having to spend a dime on leads for this side of the business, our “inside team.”   Tuesday you will hear from a panel of our own team members who have mastered the ability to take these routine calls and convert them into selling 50, 60, 70, even 80 policies a month.

In this month's episodes...

How NOT to do an apples to apples quote

One of the most important parts of our job as insurance advisors is to tailor and to offer coverage recommendations that are specific to your prospect’s individual needs.  Often times we fall into the trap of just quoting our prospects with exactly what they have now, which does two things - First, it turns it into a price conversation, and second, more than likely has them leaving without the right coverage.  In this episode we will focus on setting up the conversation from the beginning so we do NOT have to quote apples to apples!!

I don't need higher limits...I don't have accidents

If we knew when we would never have an accident, there would be no need for insurance, right?  As insurance advisors, we know that, but how do we convey this to our prospects without making them feel bad about their policy and the coverage they have? Join us this week to learn how to position this particular objection in a way that will lead to them being more open to hearing about the importance of having the right insurance coverage.

True thoughts on life objections

This week we will focus on being “quick on our feet” when prospects give us pushback when we ask for life insurance. We will have a panel of four team members from different agencies around the country and we will “rapid fire” every day scenarios at them, then coach them through some effective ways to overcome the different objections.

Price, Price, Price!!!

Hands down the objection that we face more than anything in this industry, this week we will focus on getting ahead of the whole price conversation at the beginning so that it becomes less of an issue when we ask for the business.

Agency Owner Panel on Staff Success

Everyone always asks the burning question, “what does it take to be truly successful in this industry?” Well…we decided to hear from three successful Agency Owners as to what they have seen breeds success in their top performers. You won’t want to miss the chance to hear these three incredible agency owners discuss what it takes to be successful!

In this month's episodes...

The Power of Asking Open Ended Questions

We all know that there is a lot of power in using open ended questions when talking to our prospects and customers. It’s when and where to ask them that is the trick!  This week we will explore open ended questions that work in different parts of the sales process as well as the “why” behind how to use this technique to really listen and engage with our prospects and customers!

Leading Prospects to the Close

This week we will focus on how to get your prospect to follow your lead as we guide them to pick the best coverage for their needs. Dan Kitajima, the top P & C producing Farmer’s agent in the country, and Troy Korsgaden, a very well known consultant and author in the insurance space, will be leading by example and role playing this topic!

I Just Want A Quote For The Cheapest Policy You Have

We hear this so often when prospects initially call in for a quote. In this role play we will take a deep dive into why they say this, and really focus on uncovering what their true motives are. Join us on Tuesday to learn a great way to handle what can often be seen as a roadblock!

The Active Listening Game

Being better at listening helps us to do 3 things: Understand, Connect, and get to a YES! When we listen to our prospects or customers, they are a lot more likely to listen to us.  We are going to work on listening for not only what is being said, but also what’s not being said, and respond to what you hear versus what you think you “should” say!

In this month's episodes...

"I’m Sorry I Didn’t Ask You About Life Insurance" - The Redemption Call

We’ve all been there… We get off the phone and we realize we forgot to ask about life insurance! Is it a lost opportunity? Of course not! Making a simple “Redemption Call” is just the cure for this ailment. This gives us a polite way of letting them know that we value their family and that we have a genuine interest in helping them. Tune in to learn how to make these calls your secret to success in asking for life!

Umbrellas Made SIMPLE!

One of the most important policies you can offer a customer, we often overcomplicate the umbrella “presentation.” Join us this week to learn a very simple yet effective way to make sure you are offering this to your prospects and customers every time!

Power Phrases that Make an Impact

We all have those certain phrases that help us win business! This week we will give you some “Power Phrases” that we’ve heard over the years, phrases that will help you make the prospect/customer feel more confident in you and in making a decision on their coverage.

A Panel of Success

This week we interview 4 rockstar producers who sit in your exact same seat every day and deliver incredible results month in and month out. You will hear from a brand new producer getting great results, a seasoned producer, a “customer save” specialist, as well as a team member who refers over $100,000 in life insurance production credit every year.

In this month's episodes...

"Thanks for the quote, I took your advice and had my current agent match everything"

We’ve all had those sales presentations we thought for sure were “in the bag!” We were just sure that the prospect was ready to go with us and it was just a matter of them calling back with the green light.  Well, to our surprise, we then get that dreaded phone call that they decided to take all of the advice that we gave them and go back to their current agent and have them match it. This week we will focus on some things we can do in our sales presentations to prevent this, as well as a way to respond to this very personal objection!

"Close More Sales by Qualifying your Prospects"

As insurance salespeople, our goal is to quote and close as much business as we can during the time that we are at work.  Qualifying your prospects so that you know you are talking to the “right” people is crucial to this and a way to be much more efficient and effective with your time. Join us this week to learn how to better focus your energy on those potential clients who are going to give you the best return on your investment!

"Just waiting on one more quote, then I'll get back to you..."

Because this does seem like such a reasonable response, our sales people often have a tough time with this one!  In this episode we will focus on a blend of listening to our prospect,  yet also pushing to show them a sense of urgency to bind the policy now! It’s all in the words we use and the delivery!

"Vision Planning and Goal Setting"

This week we are going to work on planning out our vision for the upcoming year. The more specific we are with where we want to go, the more likely we are to get there. We will be doing this classroom-style, so come ready to work on your own vision and ask questions along the way if you desire! If not, sit back and watch as you normally do!

"The First 90 Seconds"

When working leads, there is nothing more important than the first part of the conversation.  Before you even get to objections or closing techniques we’ve got to differentiate ourselves from the competition and give the prospect a reason to WANT to talk to us.  This week we will have 3 of my team members share specific tactics that have made them super successful at this initial part of the call.  Join us to learn how to get in the mindset that “Every lead is an opportunity.”

In this month's episodes...

"Assuming the ‘bundle’ to increase sales!"

This week we will focus on the importance of writing complete households and not just selling one line at a time.  We will have a guest coach on who has operated one of the best agencies in the country for over 30 years, racking up an incredible 82% multi-line rate and over 93% retention.  He will share specific tips on how he got to these numbers and how they are actually tied together, then we will role play a great talk path!

Taking the uncomfortable out of the “asset conversation”

We know we need to ask, but for some reason we just don’t!  Figuring out what your prospect’s assets are worth is crucial so that we can properly design a policy with the right limits to be able to protect them in the case of a claim.  This week we will be discussing how to ask “How much are your assets worth” by building trust and confidence.

"What does credit have to do with my insurance premium?"

We’ve all heard this before, people just not understanding the correlation between their credit and what they pay for their insurance.  How we explain this makes the difference between having a customer feeling upset, maybe even like you are prying into their personal information, and having someone understand and ready to move on to the quote without hesitation.  It’s all in the words we use, which we will focus on in this episode!

"Call me after the Holidays - Coach the coach"

This week we are going to be doing the normal “coach the coach” as we always do on the final Tuesday of the month, but we will also be reviewing the popular objection so many of us get this time of year - “Call me back after the holidays!”  Learn how to open the door and continue the conversation when presented with this pushback!

In this month's episodes...

"If you can't lower my rates, I'm going to have to shop around..."

This week we will work on what to say when a customer calls and instantly puts you on the defensive - threatening to shop if you don’t do something for them and lower their rates immediately!  We’ll be working on a way to first of all move away from the elevated conversation that normally follows, but then in the end figuring out a way to get the customer to see that perhaps there is more to insurance than just price. 

"Let me talk to my current agent first to see if they can match your quote..."

You’ve just given a great presentation to a prospect, uncovering gaps in their coverage, perhaps even saving them some money, yet you are met with “Let me talk to my current agent first to see if they can match your quote…”  In this show we will give you a great way to turn this into an opportunity and to increase your batting average in closing this business!!

"With everything going on in the world, I need to trim some coverage to save money..."

As things in the world continue to seem uncertain, our customers and prospects have become increasingly aware of their budgets, so this is a call we are taking much more frequently.  Leading with how to put our customers minds at ease, we will work on a way to leave the caller feeling heard, but ultimately leaving still having the right insurance protection. 

"Coach the coach"

Review and coaching on "If you can't lower my rates..." and "Let me talk to my current agent..."

In this month's episodes...

"A different spin on selling LIFE insurance"

So many of us shy away from asking for life insurance because we think that it’s just “one more thing” we have to mention.  This week we will be taking a different approach to asking for life insurance by peppering it in throughout the conversation so we can circle back around to it at the end.  You won’t want to miss this opportunity to learn how to get more out of your life conversation in order to help protect families!

"The FLOW of an auto quote (part 1)"

There is nothing more important than the way we present a quote,  or “the flow” of the conversation.  We will break this role play down into two episodes.  This week, we will focus on the front end of the conversation.  This "flow" can be a game changer in our close rates, efficiency, and bottom line results!

"I might not be able to beat your price..."

This week on RPOA, we are going to approach the conversation about price in a way that you might not expect. At the beginning, we are going to come right out and say “I might not be able to beat your price…” in order to open up the coverage conversation, and in some ways, just get them thinking.  This is a super fun exercise on being bold and confident, and is something that has proven very effective in our agency. You won’t want to miss it!

"The FLOW of an auto quote (part 2)"

OK, so we’ve built rapport, we have qualified the prospect, we’ve asked “other than price,” shared our personal brand with them, and finally asked them what type of policy they feel would make sense for them. Now, on to the actual quote!  We will go through a very simple way to go over discounts and coverage, and then end with asking for the sale! 

In this month's episodes...

"Presenting PRICE with the right TONE to close more!!"

Tone of voice is everything in how people perceive you. When we are presenting price at the end of the conversation, a lot of times our tone of voice diminishes the value proposition and we lose the sale. In this week’s episode, we are going to work on an awareness of how we present price specifically with our tone of voice. You won’t want to miss “hearing” the difference.

"Leaving Effective Voicemails!"

There are so many different schools of thought on voicemails.  To leave them, not to leave them, keep it short, leave all the details, so many thoughts on this topic!  We have a philosophy that has worked great for our agency and can’t wait to share it with you!

"Coach the Coach!"

This the newest addition to the RPOA lineup! If you are looking to become a more effective coach when facilitating role play sessions, then this is for YOU! We will bring an agency owner on the show with two of THEIR team members and have them run a role play session. Then we will coach them on different techniques that drive lasting change. This is facilitated by our coach who is a CERTIFIED trainer from the largest sales training company in the world. You won't want to miss it!  

In this month's episodes...

"The art of ‘Making it about THEM’ to close more business!"

What do most sales people love to do? Talk! Sometimes so much so that we forget to make it “about them.” In next week’s episode, we will show you ways of talking to the prospect or customer where they have the best experience ever and feel that you had their best interest in mind throughout!

"It’s not a big enough difference to make the switch…"

You’ve just spent 30 minutes advising a prospect on their insurance, and the best part - you are actually saving them money!  You’re getting ready to wrap things up, but then… You are met with the objection that you are just not saving them enough to make it worth it.  Tune in this week to learn a very specific talk path to get the prospect to see things in a little different way.

"Kevin Mlynarek: "5-Step Process To Winning With Features & Benefits"

This week we are excited to have Kevin Mlynarek on as a guest speaker!  Kevin has been a very successful agency owner in Michigan for years, and one of the things he focuses on is leading with the features and benefits that our policies offer.  Kevin is an amazing presenter and will make this a very engaging “classroom style” meeting, so be prepared to participate, and as always, to walk away with some very specific tactics you can implement immediately!

In this month's episodes...

"Using Assumptive Closing"

Assumptive Selling is not just about closing; it’s about leading. It’s about guiding your prospect down a path that is going to lead to them wanting YOU to be their insurance advisor.  It’s about believing that everyone is better off by having you in their corner as their agent. Join us this week and learn some very specific assumptive closing techniques that will help you write more business!

Learn how to set an appointment that will hold. See how you can avoid wasting time chasing down prospects by getting a commitment from them to talk at a specific time!

"I Want to Shop Around..."

We've walked a prospect through what we thought was a great presentation, we've presented amazing coverage options, we've given them all of the discounts and benefits, yet we are met with "I want to shop around..." Join us on Tuesday to learn how to be more effective at preventing this hesitation in the first place, and also some great tips on moving past it if it does happen to you!

"Handling Irate Customers"

Handling irate customers is something that a lot of people shy away from, and something that most dread. Over my 25 years, I have learned to embrace these, as they are such a great opportunity to show your customer how much you appreciate them.  If handled correctly, these calls will generally lead to you having a client for LIFE!! Join us on Tuesday to learn some great tips on taking the stress out of these calls!

"Cold Calls Made Simple!"

Something that everyone wants to know the secret to is “How to make cold calls SIMPLE.” We avoid them. We have call reluctance. We make excuses. We lose our lists. We do everything but make these calls consistently.  In this role play we will teach you some simple and fun ways to stay consistent with making cold calls!

In this month's episodes...

"Networking with loan officers!"

Over 20 years ago when Jeremy started my agency with 0 customers, he decided to focus on a niche that would yield results not only then, but for years to come. To Jeremy, there is no better way to grow your business, whether you are a team member or an agency owner, than surrounding yourself with a core group of loan officers, but not just any loan officer.  We want to focus on working with those who appreciate our service and truly look at us as an extension of their business - as a value add to their customer. In this episode we are going to bring on a guest coach, and literally the very first loan officer he ever connected with 22 years ago when he was a one man show and someone he met while delivering a $6 tub of licorice - all he could afford then. What worked then continues to work today, building a relationship!

"How to follow up with a referral"

YOU are in control of what you learn! Make sure you to cast your vote LIVE on the show!!

"Troy Korsgaden "State of the Industry"

Troy is a best selling author and mentor, here to talk to YOU about the state of our industry and how to authentically connect with 100% of YOUR customers! You will walk away with some great tips on how to run your day to day business in the most effective way!

In this month's episodes...

"A Different way of looking at Objections!"

At RPOA, we are firm believers that there is never only one way to do things. Whether we are talking about closing techniques, saving customers who want to cancel, or perhaps just building proper rapport with our clients, we know that there are always different ways to get there, and in fact even different ways of thinking about them in general. Overcoming objections is a big part of what we do every day in sales, and we are going to really try to open your mind to a completely different way of thinking about this practice so that you can improve when met with any type of pushback… 

"RPOA Live Classroom!"

YOU are in control of what you learn! Make sure you to cast your vote LIVE on the show!!

In this month's episodes...

"I Need to think About it"

"I had a bad experience with your company in the past"

Ever had a prospect tell you they don’t want to do business with you because they had a bad experience with your company in the past?  This week we are going to focus on this very difficult objection and help show you a path to move past it.  How in depth do you go with them on what caused them to say this? How much research do you do on it? 

In this month's episodes...

"Asking for referrals"

Did you know that, when asked, 91% of our customers say that they would be happy to give us a referral? However, only 11% of sales people actually ask for them!

On Tuesday’s show, we are going to share a great way to incorporate asking for referrals into your everyday conversations. This is truly one of the most underutilized ways of generating business, and it can absolutely be a game-changer for anyone in our industry!

February Live Classroom!

In this month's episodes...

"Telemarketing Made Simple"

Join us as we are talk about telemarketing and role play a very successful process we have implemented in Jeremy’s agency. Very excited to have two of his own team members on as our participants. Trey & Tyrell bring so much energy to the team and between the two of them are responsible for driving about 600 live transfers to my sales team every month. We will talk specifics on how they do this, including the process and the talk paths they follow.

RPOA LIVE CLASSROOM-

This week we are going to see all of you “classroom style,” where we will recap all of the prior episodes in January, including the 3 Yes Close, Telemarketing Made Simple, and Turning 10 Service Calls Into 3 Sales.

We will role play each of these topics again to make sure it stays fresh, so come ready to interact and have some fun! 

In this month's episodes...

"How to Follow up on Your Pipeline"

We like to think of managing the pipeline as "managing my future opportunities." In other words, my ability to effectively manage and work my pipeline is the single biggest predictors of my success, period. In this episode we will touch on this, and will teach a great talk path designed to help you reach out and to follow-up with those in YOUR pipeline.

"RPOA- LIVE CLASSROOM- "Vision Planning"

Join us as we teach a strategy to help you plan for 2020!