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Agency Selling System

 

What are you doing to build your agency's offense? Every great agency has a true set offense, or way of doing business, that they can replicate.

In this week's ProFit Tip, Brent Kelly goes over 3 steps to build your agency's playbook and get a replicable selling system in place.

Access Brent Kelly's new ProFit Tip video and podcast episode, featuring Roger Sitkins, CEO of Sitkins Group, Inc. now.

The Agent Leader podcast, is available on iTunesStitcher or Soundcloud.

 

Roundtable with some of the highest performing agency leaders in the country!

If you like Brent's ProFit Tips, don't miss the chance to see him in person at ProFit Networking, March 11-13 in Cape Coral, FL. 

Do it now! This event will invigorate and inspire you. The agenda is packed with extraordinary speakers, mastermind discussions, and networking time. 

Florida sunshine. Swaying palm trees. Gulf breeze. You're welcome.

Clear the clutter from your mind, body, and...

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Pipeline Development

clients pipelines sales Feb 14, 2020
 

Core Strategy of Agency Success

Available Now! Access Brent Kelly's new ProFit Tip video and podcast episode for the seven core strategies of agency success we teach and preach at Sitkins Group, Inc.

PODs and New Files 

Is your pipeline full of Future Ideal Clients, or do you have what Brent calls a Database of Hope? In this episode, Brent shares three ProFit tips to help you develop a pipeline that is overflowing with ideal clients only. 

The Agent Leader podcast, is available on iTunesStitcher or Soundcloud.

The one event in 2020 you don't want to miss! 

If you like Brent's ProFit Tips, don't miss the chance to see him in person at ProFit Networking, March 11-13 in Cape Coral, FL. 

Do it now! This event will invigorate and inspire you. The agenda is packed with extraordinary speakers, mastermind discussions, and networking time. 

Florida sunshine. Swaying palm trees. Gulf breeze. You're welcome.

Clear the clutter...

Continue Reading...

Discover the Business Hiding Inside Your Business

leadership sales Apr 18, 2019

FIND THE GOLDMINE IN YOUR EXISTING RESOURCES

The best agency owners and producers are always looking for new opportunities to grow their business. Those that aren’t certainly should be.

But when asked why they haven’t become their best version possible, they usually start with “if only” statements: If only we had that market; if only we had that technology; if only we had that tool; if only we had more service people; if only we had a new office; if only we expanded to another location.

Here’s my challenge: Stop “if only-ing” yourself! Those are just excuses.

I believe that every agency has a great opportunity that’s been hidden inside its shop for years, if not decades. That hidden opportunity—which is really hidden business—is to maximize all of its existing assets and resources. We refer to that as “redeployment management.” That’s when an agency takes its existing assets/resources and allocate them...

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What's In Your Agency's Sales Playbook?

producers sales Nov 01, 2018

HOW TO HOLD YOURSELF AND YOUR PRODUCERS ACCOUNTABLE

We’ve been doing a lot of research and improving our programs that address what creates great producers and what it takes to cultivate million-dollar producers. It seems that every agency and most producers want to increase their sales. At least that’s what they say. However, the recurring disconnect between what they say and what they do reminds me of one of my favorite Kenny Chesney songs: Everybody Wants to Go to Heaven. Of course, “nobody wants to go now.”

If you ask the average agency and producer how they’re going to increase their sales, their typical response is: “I’m going to sell more insurance.” Well, duh, I get that. But the question remains: How are you going to do that?

I’m sure you’ve seen the TV commercials for a certain credit card that end with: “What’s in your wallet?” My question to agency owners and producers: “What’s in...

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The Sales Iceberg

pipelines plan producers sales Sep 13, 2018

LOOK BELOW THE SURFACE TO SEE WHAT DRIVES YOUR SALES SUCCESS

We all know the tragic tale of the RMS Titanic, which sank in 1912 after it struck an iceberg south of the Grand Banks of Newfoundland. Of course, it was the mass beneath the surface that caused the lethal damage. That’s no surprise considering that only 10% of an iceberg’s mass is above the waterline, whereas 90% is below it.

In many ways, insurance/risk management is like an iceberg. Most people are familiar with only what’s above the waterline, which are product and price. Below the waterline are all the value-added services and risk factors that not only determine the product and price but also differentiate agencies and their producers from competitors.

Similarly, I see an analogy between icebergs and success in sales. The sale itself is what people notice because it’s above the waterline. It’s visible, which is why it’s so exciting! Conversely, few people consider the behaviors and...

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Crafting the Perfect Sales Pipeline

FOLLOW THESE STEPS TO IDENTIFY, TARGET, AND WRITE YOUR BEST PROSPECTS

In organizing and presenting more than 100 producer training programs with more than 3,000 participants, I’ve recognized a highly predictable “producer’s improvement cycle.” Although I’ve mentioned this topic in previous articles, I believe it merits deeper discussion.

To summarize: The cycle starts with an improvement in the conversion rate and then the closing ratio, followed by revenue per sale and finally the quantity and quality of “at-bats.” Let’s take a closer look at each of these areas of improvement.

  • Conversion Rate. This is the percentage of first appointments that lead to a second appointment. The first appointment on a mid-sized to large commercial account should occur on the six-month anniversary of the account. The goal of this meeting is to tell a story of differentiation that creates some “wows”—and some pain issues—with...
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Sell More Without Saying a Word

“If speaking is silver, then listening is gold” Turkish Proverb

Perceptive listening is the key to great insurance production.

Have you ever had a sales appointment where you felt like a rock star on the big stage or an attorney delivering a spellbound closing statement? You rattled off all the right phrases, terms, and filled all the coverage gaps.

You went back to your office and told your boss, “I nailed that one, it’s a done deal!” Only to find out later that the prospect that you just dazzled selected a different agent?

What happened?

The person who talks the most feels the best, but the one who listens has the most information.

Listening is power.

Top insurance producers have always been good listeners, but in today’s information filled world, listening is an art form.

I have taken classes on active listening. While it has helped me in the business world, my wife may tend to disagree! I often react or want to “fix...

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Who is Running Your Agency’s Offense?

leadership sales Nov 09, 2017

What is the number one job of the offensive coordinator for any football team?

To score points.

Yes, an offensive coordinator has other responsibilities, which I will discuss, but at the end of the day, the success of the offensive coordinator is based on putting points on the board.

Every successful football team has a named and effective offensive coordinator.

What about your insurance agency?

Who is the person responsible for putting “points on the scoreboard?” In other words, who is driving your agency’s revenue?

I am often astonished that agency leaders are surprised that their producers are struggling when they receive no mentorship, coaching, and accountability.

Can you imagine a football team going out on the field with no preparation, no game plan, and no consequences for their performance?

It sounds insane and the reality is that a team with no offensive coordinator is likely to lose the majority, if not all, of their games.

So, who is in charge of...

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Make a Living or Make a Fortune

producers sales Nov 01, 2017

Several years ago, I heard a quote that challenged me. Looking back, I now realized that it also has changed me.

“Work on your job, make a living. Work on yourself, make a fortune.” - Jim Rohn

As a commercial lines producer for 15 years, I attended a variety of sales and product trainings classes from insurance carriers and associations. Most of them were very informative and did help my business, but I would often find myself falling back into bad habits.

Yes, I gained product knowledge and a new sales idea or two, but I wasn’t gaining momentum. That’s because most of my training focused solely on the technical side of the business.

- Technical sales training is important.
- Technical sales training has value.
- Technical sales training can help you sell more.

Unfortunately, technical sales training completely misses the emotional aspect of why people buy.

So why is it that most companies offer solid technical sales training, but completely miss...

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Do I Still Need to Carry Business Cards?

By Brent Kelly

Are Business Cards Still Relevant Today? Is There a Better Way?

Networking and business cards. They go together like peanut butter and jelly.

If I have learned anything from my 15 years of business networking, it’s that you can collect a ridiculous amount of business cards in an hour.

I have a drawer full of hundreds of business cards from people whom I have connected with in the past. Many of these cards have not been touched or looked at in many years. In fact, many were not even addressed the days following the networking event.

Why?

Besides the fact that I did a terrible job of following up, there was no real connection made, no engagement, and no valuable reason to follow-up.

Great networking has never been about a business card, it’s always been about a connection.

I used to keep track of how many business cards I collected and how many business cards I gave out. The more cards obtained and given, the greater level of success I felt I...

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