Jan 26, 2022
As insurance sales agents, we do not get paid on what business we write, we actually get paid on what policies are issued and kept. If a policy never gets approved, paid by the client or it cancels in the first year it triggers a dreaded process called a chargeback, that impacts us financially in a negative way. If you are moving too quickly with clients or you don’t earn their complete trust it sometimes results in this undesired outcome. If an agent doesn’t know how to properly handle these things before they happen or how to respond when one of these dreaded calls comes it can knock good agents and advisors out of the business.
The good news is that it doesn’t have to be this way. In today’s episode, industry top producer, national trainer and speaker, Peter Fournier joins Roger to discuss how to write, place and retain business at a high level. You will want to take notes on this one as there are some exclusive processes and techniques that Pete teaches that will help you increase your persistency to almost 100%. You will learn how to make and keep more money.