Streamline your sales workflow for the insurance industry

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I've been thinking about what video should we shoot and this one's all about what to expect your first 90 days as an agent because I really believe that if you're thinking about getting the industry or if you're currently in it or you're in your 90 days or you're after 90 days and you can relate to this that a lot of people are getting in the industry their thing is going to be a cakewalk they're getting sold the dream some MLM recruiters like dude this is freaking phenomenal you're gonna make so much money oh my gosh it's insane I'm here to tell you it is difficult it is not easy now it can be easy okay but if I just say dude this industry's easy like I'm lying because 92 percent of insurance agents fail even when I got out and made 117 nine grand my first full month 117k my first eight months it still wasn't easy because I had to work my butt off right so I'm going to kind of go through like the psychology of how you can succeed your first 90 days also too though I want you thinking about like as an example a lot of people get in the industry and they become really overwhelmed by all of the companies available right all the carriers all the different products all different commission levels all the different ways to get in front of people all different terminology right and different product specifics and the ins and outs of like all the writers and benefits and all the stuff that like maybe you didn't maybe wasn't on your test and it's funny when you take your insurance test you end up using very little full transparency shoot the messenger freaking obliterate me in comments if I'm wrong you end up using very little of what you studied for what you memorized and what you took a test on you know what I mean like they're not like you know all this money laundering stuff yeah yes good freaking don't you know launder money dude people know that like that's that's a common sense right but you don't end up encountering that a lot as an agent you don't and if you're out there like dude I encounter that all the time people are constantly wanting a lot of monitor money with me and put it in Life policies and then take it out and like scam people and I'm like this is not true okay so a lot of this stuff that you're studying for you'd end up using but here's one thing I can tell you this the people that succeed the best in the first 90 days the first 180 days the first 365 days first two and three years they become less worried about all of the intricate details because what happens is you get analysis paralysis you want to know everything before you do anything and I can tell you what if that if you're being honest with yourself and you have that personality style and a lot of people do I'm not saying you can't succeed insurance but I am saying it's going to be more difficult because you're going to want to know stuff before you do stuff and the answer for succeeding in insurance is just getting in front of people it's just activity it's just doing more and I'm just keeping it real when I say that right so we talk through being overwhelmed that's common happens to a lot of people we get really like foggy and we want we like it we get paralyzed because we don't know what to do we're like well crap I want to make calls Cody I want to make calls man but what if they say how much does it cost what if they say how long have you been selling insurance what if they say I'm not interested it's like really what's funny is we think you think a lot of people think maybe not you I don't know think that you need to know the specifics you've got to understand all the intricate details and that you need this like perfect phrasing in this super secret ninja phrase like a lot more of this is to this business is is a lot more than just sales training by the way right like yeah it's important my book zero to six figures talks a lot about sales training you can get it Amazon but but it's a lot more than just sales training like as an example finding the right company to work with is super important because I believe in niching down I believe in in learning a product I believe in mastering and becoming an expert at something at some point but also believe in doing a lot and getting in front of people and so if you're ever like man I don't know if I'm at the right home I I'm thinking about leaving the industry I want a new agency to work with I want to meet some other people in the space that Cody that you trust because I get a lot of questions man who should I work with whatever we have a new program available you can go to agentplacementprogram.com the links in description below already by default and you can click on that and go and read more watch the video put your information in and then we can refer you to an agency to work with right like I'm not personally recruiting for me but I am trying to play matchmaker and help agents and agencies and keep you from leaving because I don't want you to leave okay right but the people that that want to analyze everything are going to have a little tougher because you just need to know that you feel like you need to know stuff right but the people that are just that just go at this thing and focus on getting in front of people and winning and doing the activity and if a mentor or a coach tells you to do something now if they tell you something that tell you to do something but I'm telling you do the opposite dude that's a tough that's a tough scenario because if they believe something but I believe something you know what I mean that's tough if you're working with her every day in their office dude try whatever they're saying if it doesn't work do it my way probably work right but you've got to take action no matter what okay second thing is the niche yes you can be overwhelmed but then you got to pick a niche man like you've got to get really good at owning a lane I sold life insurance my first year and I did it by cold calling and cold door knocking people that were between the ages of 50 and 85. I just did about burial and final expenses and all that kind of stuff right and it was through it was it was cold calling cold door knocking it was um I used to have call nights at the office and I bring people in we also used to do um uh work the warm Market I didn't work a lot of leads you know my first couple years full transparency I did not I saw the benefits of doing that at some point and just hadn't yet right but the second is is the niche you need to own a niche because you can get good you can learn a lot in a niche you can say the same things over and over again you can get in a cycle and a consistency and a rhythm so that you can start making money every week I was talking to someone earlier and they're like man dude I've made like five grand so far these first several months you know I'm like you should be thinking dude how do I do what I did but do it in a week every week how to make five grand which leads me to the next piece which is prospecting um this is the part that is overlooked the most because you think I need product knowledge you think I gotta know everything about the carriers you think dude I got no sales in closing and if they say you know this stuff and it's like dude none of these other things matter if you cannot get in front of someone I believe in getting in front of at least 10 people and you could do that part-time by the way I got in front of 10 people a week part-time you got to get in front of 10 people every single week to succeed in this business and if you're not asking 10 people minimum to do business with you you will one thousand percent fail and so I want to get these 90 days started off right this is what you can expect your first 90 days an agent you can succeed you could have a ton of fun most don't most do not do well most do not make a bunch of money but that doesn't mean you can't welcome back to the ca Power Players podcast we have the Mr David Dufour back in Springfield MO in the studio Dave welcome back greetings and salutations dude I love spending time with you man well thank you you really do it's fun you're such a great host uh we've had such a nice time uh Chipotle a couple times yeah