Reflections
Teams
Mentors
Client
Morning Meetings
100

This person shared in their Reflection that they loved the FYI regarding Ice Cream because every day is ice cream day at their house.

Who is Jaci?

100

This agent in teams shared that a client called in and had been denied in all of these companies due to their numerous activity on their driving record; Progressive, NatGen, Dairyland.

Who is Kelly?

100

Tom Hegna said this was a million dollar problem.

What is Long-Term Care Insurance?

100

This agent met with Stuart and Denise Edmonds, with assistance from T and Nick, for an OYSCR where the agent shared it was their longest OYSCR.

Who is Bianca?

100

Nick taught us that we are now using this method instead of XAML.

What is Microsoft Word?

200

This team member expressed the importance of the meetings on Objections since that is a hurdle we face in this business.

Who is Danielle?

200

Idaly confirmed with an UW that technically, a client doesn't need this coverage on their home for an Umbrella but they should get it anyway.

What is Personal Injury?

200

This mentor says he talks to everyone about Life Insurance. it is up to the customer whether they buy it or not.

 Who is Josh Callahan?

200

This is one of our clients and a very close neighbor to us all.

Who is Susan Amato?

200

We are using a helpful tool in learning about Long term care & other Life products.

What is Tom Hegna's website?

300

This team member shared that she sees how the Objection; Ignore It, is like many conversations where their Grandma has used it successfully to deal with them.

Who is Stephania?

300

It was notated in teams that this carrier does not offer OEM even if the client is NAF.

Who is Farmers Insurance?

300

This mentor says he talks to everyone about Life Insurance. it is up to the customer whether they buy it or not.

Who is Josh Callahan?

300

T spoke about our deceased client, Samir Kassees who could have benefitted from Long term care and as a side note wanted to fire this person at our agency.

Who is the receptionist?

300

Tom Hegna shared that most people spend their retirement money in this determined years of their life

What is No Go Years?

400

This agent said they used the Objection, "I have it through work" by advising the client to have an independent life insurance policy so they could take control of their family's future

Who is Idaly?

400

The company that was offered to Matthew for an option to quote a client where he encountered them being non-renewed due to 2 non-weather claims.

What is Foremost?

400

This mentor was quoted in saying, "Obstacles are the things we see when we take our eyes off the goal."

Who is Zig Ziglar?

400

This client called in way too many times upset over not having insurance. Danielle had to advise the client she had to stay in NatGen due to lapse of coverage.

Who is Crystal Bransford?

400

This person encouraged Kelly to "Break that Shell."

Who is Danielle?

500

This team member said in their reflection that they have found a great way of dealing w/ premium change calls by sympathizing listening and understanding the client.

Who is Andrew?

500

Idaly shared that we had 2 carriers for South Carolina homeowners.

What is Nationwide and Travelers?

500

This person shared with us, "Hold 'em as long and as strong as close as you can 'til you can't."

Who is the singer Cody Johnson?

500

Danielle asked in teams for a Brooks' Mccall client who we recently worked with so she could refer to Matt Wicka. This client was offered to her.

Who is Barbara Woods?

500

Tom Hegna shared that 70% of people will need LTC, however only this percentage of people use their auto insurance which they never consider not having.

What is 18%?