The best way to get insurance referalls (aside from asking) is…drumrolll…. Stay. In. Touch. Sending birthday cards, sign them up to your newsletter, or whatever you prefer. Just stay in touch, automate it so there’s little effort on your behalf, and let the compounding

The top agents on our platform convert 20% to 30% of the inbound calls they take. Now compare that to the 1% to 3% industry average for calling cold leads. Yes…cold calling leads are cheaper, but you pay for it in time. But perhaps even worse, you’re always in a constant

When you eat at McDonalds, they always ask you: “Do you want fries with that?” You should copy McDonalds when selling policies as well. “Do you want dental with that?” “Do you want vision coverage with that?” “Do you want to add a small final expense policy to cover funeral

Calling leads and receiving inbound calls is chaos at first. There are several reasons why, but the biggest is you don’t know your close rate. Not knowing your close rate honestly makes this whole business a terrible experience because you don’t have a good idea of when your

Your leads don’t buy features, they buy outcomes. They don’t care that Plan G covers Part B deductibles. They care whether or not they’ll get a surprise bill when they visit the doctor. If they ask you feature-related questions, obviously answer them. But otherwise, you

Monthly reminder that if you sell health insurance, your ability to sell someone on the phone could save their life. And if you make a career out of selling health insurance, there’s a near 100% probability that some of the phone calls you’ve taken have saved lives indirectly by

Most people stick with their nine-to-fives for entirely rational reasons: - Risk aversion - Desire for a safety net - Lack of entrepreneurial desire - Satisfaction with their current position And you know what? That’s ok. And don’t let anyone tell you otherwise. But if you

There are 4 types of leverage to help you escape the time-for-money situation you’re in: 1 - Technology (use what others have built or build it yourself) 2 - People (hire and manage teams to put in the time for you) 3 - Media (create content or systems that reach thousands) 4

Insurance agents don’t just trade hours for dollars… They trade hours for rejection. Cold calling leads that either aren’t ready to buy, have already purchased from someone else, or hang up before you can finish your sentence. At least everyone else has a guaranteed paycheck

If you’re a new agent… Should you start with a cheap list of cold call leads? Instead of immediately buying the best, high-intent, inbound leads? This is where a lot of agents make their first mistake. They default to calling prospects from a cheap list, almost like it's a

Whoever said building your dreams would be easy was probably just selling you their dream

Here’s one of the nastiest sales tactics around: Hormozi talks about this often. It’s called the assumed close. As the name implies, you assume they want to buy and give them 2 options. “Okay, so do you want the one with the lower monthly premium or the one with the bigger