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8 Habits of Highly Successful Insurance Producers

producers Oct 17, 2017

Ask most insurance producers how their day was and it’s likely that you will receive an answer that revolves around the words, “I was really busy.”

In most cases, that is true. Insurance producers are often very busy. The problem is that they are often busy with activities that do not directly correlate into results.

One of my favorite personal development books is “The 7 Habits of Highly Effective People” by the late Steven Covey. This book outlines the 7 key habits that separate successful people from all the rest.

Over the past many years, both as an active producer and consultant, I have found that high achieving producers focus their time and energy in 8 key areas. In this post, I want to discuss these 8 key habits to help all insurance producers move from “too busy” to productive.

Activity vs. Results

I can recall many days as an insurance producer when I would leave the office feeling like I had accomplished a great deal. I would come...

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The 3 Risks Every Insurance Producer Must Face

By Brent Kelly

“Security is mostly a superstition. Life is either a daring adventure or nothing.” — Helen Keller

If you have been an insurance sales producer longer than 10 minutes, you know all about risk.

Risk is defined as “exposure to danger.”

Danger surrounds insurance producers everyday. It could be in the form of a manager, company, prospect, client, product, or service. That list could go on and on, but the key point is that risk is clear everywhere you turn.

I believe you could categorize sales risks into three areas:

  1. Risk of rejection
  2. Risk of failure
  3. Risk of financial hardship

These three risks highlight that even though the sales profession is the highest paid industry in the world, only a small percentage of the population enters this line of work. Furthermore, this is why even a smaller percentage of sales producers survive.

I have dealt with these three risks consistently in my own sales career. Although the context of these three risks...

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Raising the Bar on Producer Standards: Part Two

Part Two

VIP Client Journey

They have a very specific plan for the client experience—a map for the journey they’ll take their clients on. Their standards ensure that every client receives the VIP treatment. This is reflected in the quality of service provided and in the overall agency attitude: how the phone is answered, how quickly calls are returned, agent follow-up and follow-through, product quality and much more. A well-planned journey makes VIP clients feel valued and appreciated. In turn, they tend to be extremely loyal.

Ultimate Goal

In keeping with their high standards, the best producers work only on prospects that are referrals or introductions. Of course, that doesn’t just happen overnight by proclamation, but that’s their mindset. While they may use social media for positioning, they believe their next great new client wants to meet them through a referral or introduction. After all, when you’re looking for services, isn’t that really...

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Raising the Bar on Producer Standards: Part One

At a recent sales training session, I was asked what separates the great producers from the pack. My response was “PS: Producer Standards.” We find that the best of the best hold themselves to higher standards, which they consistently meet and exceed.

Here are the basic standards that are part of our ProducerFit sales training strategies and ones that you’ll recognize in most $1 million-plus producers.

Business Model

They have a very specific business model that becomes their laser focus. They’re always looking forward three years to five years, with a defined goal in mind. For example:

“Within three years, I will have no more than 50 clients paying me $20,000 each.”

This is not an overnight, get-rich-quick scheme. It’s a focus. They have their eye on the prize and a very specific plan for making it happen.

Remember, you can’t be a million-dollar producer writing $1,000 accounts. So if you’re going to put the time in anyway, you...

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The #1 Tip for Producers

networking producers Apr 28, 2016

If there were just one pearl of wisdom I could share with producers, it would be this: Your network equals your net worth. That’s not a Sitkins original idea; however, I truly believe it’s the number- one tip I could give any producer.

In today’s totally data driven world, I fear that too many producers believe they can “click their way to success.” They rely far too much on the Internet as a means to reach their business goals.

FYI, I strongly support the use of social media, digital marketing, and web-based, mobile and ondemand platforms—any sort of app designed to boost productivity.

No matter where you look—past, present or future—the best producers all have one thing in common: They were, are and will be great networkers.

If you’re wondering how you can constantly build your network, here are some ways that have worked for me, as well as the thousands of producers we’ve trained in our 100-plus Producer Training Camps....

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