📹 How to Win in Insurance Sales: Start with You

2021-07-24T18:32:52-04:00March 31st, 2021|Mindset|

This Morning Huddle video originally aired as part of our Mastermind Members’ Daily Virtual Coaching. Mastermind Members receive video training each morning to use as a Team Member meeting, accountability tool, or general resource for great information about insurance, sales, productivity, efficiency, mindset, personal development, and more. Learn more about our programs for Insurance Agency Owners and Insurance Agency Team Members.

How do we win in insurance sales? Start with yourself…

We are in the business of properly protecting others.

We make it our mission to help more people in more ways and help them recover quickly from the unexpected, and prepare for the uncertainty that could potentially lie ahead.

We make sure to do the right thing for the right person at the right moment.

There are needs-based and value-based conversations to know people and understand what’s important to them. This is how we properly protect them.

The conversations should always be about them. They want to know what’s in it for them, and that is the only thing they care about.

But sometimes we have to pause, reflect and think about the most important person we have to protect every single day, and that person is you.

On the last day of the month or year, take time to pause and reflect. 

  • What went well this month? 
  • What could have gone better?
  • What did you do to not only properly protect prospects and customers but properly take care of yourself?

When you take time to reflect, it is ultimately helping you get in the best position to be the best version of yourself and win in insurance sales. Be mindful of being intentional with your daily activities to improve and help more people long-term.

It can be easy to lose sight of this piece of the puzzle from time to time. 

We are all givers; we are all helpers. We all put ourselves out there in many different ways and oftentimes allow ourselves to forget about our own selves. 

It’s at the root of the word selfish; it almost makes us feel guilty about taking time to kind of time out, pause, and say, “Hey am I doing what’s best for me in this situation?”

That is an okay thing to do.

Remember to permit yourself to do that.

The most successful people, the most productive people on the planet, understand the concept of doing less. Say “no” more often. Focus on the critical, most important aspects of your day, being very intentional with your time.

When we talk about winning the day, we talk about the 6 daily disciplines that help us get into the right mindset to win in insurance sales. [Click to get a free playbook to Win Every Day.]

We need to make sure we can bring the best version of ourselves to others in our life from now on.

  1. What are you doing to get proper sleep?
  2. What are you doing to hone in on a proper diet?
  3. What are you doing for physical fitness or exercise or movement throughout your day?
  4. What are you doing from a continuous learning standpoint to get just a little bit more knowledgeable?
  5. Are you taking five minutes a day to breathe? What are you doing to reflect on all the positives in your life? Try to journal by just writing down one or two positive things each day.
  6. What are you doing as far as acts of kindness go to bring a smile to someone else’s face? Which ultimately is a self-help thing for you because you can get a ton of fulfillment through that.

Those six daily disciplines can sometimes be difficult to check all in a single day. I try as hard as I can to get as many of them into my morning routine. But we are all a work in progress. It is okay not to hit all six, but be aware that all of those things are important.

If we can’t do the little things for ourselves, then it’s almost impossible to do the big things and deliver around the big promises that we make to others in our lives.

Gratitude is something to remember as well. You can’t be hateful when you’re grateful.

Be grateful for the things in your life that are the biggest gifts that you have, starting with your heart, your mind, your brain. You only get one body, so be grateful and give thanks to yourself.

Give thanks to yourself at certain points of the day, even if it is awkward at the beginning. But do it.

I encourage you to think about yourself throughout your day. Remember to pause, clear your head, and give thanks for your mind, body, and soul.

Is your agency optimized?

Are you consistently:

  • Connecting with key community influencers
  • Posting on social media
  • Having team meetings
  • Holding your team accountable
  • Staying on top of industry updates

You know what to do; you just need a hand. That’s where we come in.

> Schedule a demo now!

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