From customer experience to data-driven decision-making, knowing how to use technology to your advantage is crucial in your company’s ability to survive.
David has always been a techy-sales person, believing that streamlining and automating the sales process is the only way to do business. Beginning his insurance career in 2008, he began with 4 lines on an antiquated key system using different numbers with personal cell phones used for texting. David is passionate in his business and having the latest equipment and technology.
David Offutt uses his ten years of telecom sales experience to run an insurance company that has made toppers every year since opening for business. Hear how he transformed a two-man operation into a thriving sales operation with no end in sight.
At just 20 years old, Grayson was easily one of the youngest Farmers agents out there. In just 7 years, he has become one of the top agents in the Ohio area earning the coveted Blue Vase and New Business awards. Being so young, Grayson felt the push to step outside the box and find innovative ways to write contracts and generate leads. Grayson sat down with DYL to help give other agents some insight into his winning life insurance lead generating process.
With no prior insurance sales knowledge, Keith had to work overtime by trial and error to earn the coveted position of Allstate’s Inner Circle Elite agents. He’s built a winning structure from the ground up, using innovative techniques to generate lucrative leads and build a strong, effective team. Keith’s focus these days has been generating leads through popular Facebook campaigns
Starting out in the insurance business in 1989 meant that Michael has had to keep up to date with technological advances that could build his business. As DYL’s first Nationwide Insurance client in 2001, Michael has built his business around the innovative technology of our business phone platform. With 17 acquisitions and 10 mergers under his belt, Michael is definitely doing something right. Michael believes that persistence and planning pay off, and he teaches us how he has become so successful.
Starting out in the insurance business in 2008, Craig quickly learned he needed to implement a strategy for running a successful insurance agency. He developed a winning strategy which he then developed into an agency to help struggling businesses to efficiently recruit, hire and train LSP’s. Craig believes that cutting edge technology is a key component to running and effective insurance agency. Automating as much of the CRS and lead management work will free up more time for focusing on client needs.
Founder of The Tribe agency, Anthony uses the methods he’s developed in FaceBook ads to help other agents navigate the tricky world of social media advertising. He believes in setting goals and budgets to achieve those goals. Many agents begin seeing results after 2 weeks of working Anthony’s FaceBook ad program. He walks us through his process and how to set yourself up for lifelong success with minimal out of pocket expense.
Starting out a trial run with only 6 employees, Brent Heurter’s Healthy Halo Insurance call center quickly exploded to included 20-40 full time employees. HIs unique approach to generating exclusive leads and working those leads has become a hallmark of his success. Automation has been another significant portion of his success. Learn some of his tips and tricks in this interview.