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The (Live, In-Person) 2 - Day Fix My Insurance Agency Process Implementation Workshop will return in 2022! Dates TBD. More info to come soon.

Active Members: After signing in, use the DOWNLOAD STORE or search "Biweekly" In the "LIBRARY ITEMS" search box to access the most recent Biweekly Mentoring and Training Sessions - Use Google Chrome for the best experience with our website.

How to Deal With Rate Increases in Your Insurance Agency

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The rate increase conversation (while dreaded) is a natural part of doing business in the insurance industry. You can't avoid it and you shouldn't be fearful of discussing rate increases with customers. Always remember this: You don't control rates. The carriers set rates based on algorithms that we will never understand. In this Mentoring Training, we discuss the 5 things you can do to influence a customer's rates: (4 if you are a captive agent) and share the best phone scripts, email templates, and text message templates to use as part of your agency’s Rate Increase Notification Process.

Active Member Training: The 1st and 3rd Thursday of the month at 12:00 PM Central (1 PM Eastern, 11 PM Mountain, 10 AM Pacfic).

All live sessions are recorded and available 24 x 7!

Missed a previous session? No Problem! Click on the Button Below to View Recorded Sessions

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PO Box 2115, Mansfield, TX 76063

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