Essential Habits for New Agency Staff

Building Habits for High-Performing Insurance AgenciesMatt Deon discusses the importance of developing effective habits within an insurance agency. He emphasizes the need for habitual actions in sales, quoting, and customer service, especially for new staff. Matt highlights specific habits such as including life insurance quotes with every quote, setting measurable daily quote goals, avoiding emailing quotes without client interaction, and leading customer service with a 'yes' mentality. He also announces the launch of his first physical product, initially available to his texting community.00:00 Introduction to Agency Launch00:25 Exciting New Product Launch01:00 The Importance of Habits in Your Agency01:52 Setting Expectations for New Staff03:20 Essential Habits for Producers06:59 Best Practices for Customer Service Representatives09:51 Cross-Selling Strategies12:18 Enforcing Expectations and Building a High-Performing Team13:29 Conclusion and Contact Information

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Essential Habits for New Agency Staff is an episode from Agency Launch by Matt Dietz.

This episode is 00:14:17 long.

This episode was published on Jul 11, 2025.

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