I was looking through my photos and came across one that I thought was interesting.
We’ve attended a lot of conferences lately, but one of the more interesting things I’ve seen was a sticker chart at a Safeco booth. The idea was simple. Put a 1, 2 or 3 sticker on the board showing how the agency generates new business.
When Zack and I first arrived, it was empty. By the end of the conference, here’s what it looked like. Read More
Zack and I were in Cleveland this week for Elevate 2018. I spoke last year and knew immediately after I stepped off the stage that we should go back this year. So we did. Read More
A few months ago, my co-worker Emily shared an inside look into her life as a location-independent Forge3’er. Now it’s my turn!
When I first started working at Forge3, I didn’t know if I would thrive in a location-independent environment. I was afraid it would make me anti-social or disconnected from my team.
After working at Forge3 for a few months, I quickly learned that this was not the case. In fact, it was pretty much the opposite!
Each Forge3 team member works a little bit differently, but with a combination of diligence, commitment and passion, we’re all able to make a remote work culture possible for Forge3.
Here’s a behind-the-scenes look at how I do it… Read More
Hello from Rehoboth Beach, DE!
No, I’m not on vacation. That will happen in a few weeks. Turks & Caicos, here we come!
I’m here for IA&B’s Convention. IA&B is one of Forge3’s earliest partners, so we enjoy doing whatever we can to support them and their member agencies. Read More
So, I’m going to give you a behind-the-scenes, exclusive look at what it takes for an insurance agency to get up and running on the ActiveAgency website platform. It’s a lot simpler than you might think! Read More
Hey ya’ll! It’s been a while since we’ve chatted. We’ve had a busy past few months!
Our digital marketing team has been laser focused on developing and testing a killer new digital marketing offering for ActiveAgency clients.
We’re thrilled with the positive results we’ve been seeing so far, and can’t wait to share it with all of you. You can find some preliminary information on our website, but stay tuned for more to come soon!
In the meantime—as a sort of sneak peek—I wanted to share a few behind-the-scenes social media advertising trade secrets with you. Read More
At the beginning of 2017, I promised the entire team a trip to Naples, FL if we hit our goals. Well, not only did we hit those goals, but we flew by them.
So, this past weekend, we packed our bags and headed south for a few days to celebrate! It was AWESOME. So much fun.
Here are a few photos from the trip. Check out the Facebook album for more. Read More
Bad stuff happens in the insurance biz. Hurricanes. Floods. Storms. Claims.
Of course, good stuff happens, too! Holiday parties. Awards. Fun office events.
Either way, there’s an easy way to get the word out – Notification Bars! Read More
Reputation. It’s the one word I use most often with our Forge3 team.
To me, there’s nothing more important than maintaining our reputation in the industry. It’s taken 14 years to build, person-by-person, and it’s our #1 focus in everything that we do.
Reputation is more than a product or service. It’s more than great customer service. It’s more than being fast to respond to calls and emails. It’s more because it’s all of that.
I’ve seen many in our industry launch, grow, become complacent and die. They lose their mojo. They stop innovating. Service suffers. And, often times, their clients come to us as the beacon on the hill. Astonishing, isn’t it? ;) Read More
Call me cliché—but there truly is something refreshing and motivating about the new year.
Yes, I wrote a post on LinkedIn a while back about not waiting until January 1 to set goals. BUT… now that 2018 is in full swing, it’s a great time to reflect on the past year’s successes and challenges, and really think about goals you want to crush in the coming months.
Maybe you want to focus on fostering client relationships. Or, maybe your goal is to work on establishing creditability. Or—I think this is on everyone’s list at some point throughout the year—perhaps your goal is to save time.
Whatever your goals are for the new year, the following are three apps that I’ve come to love over the past few months. My guess is that they’ll come in handy as you work on your goals and resolutions! Read More
Are you struggling to increase exposure and drive leads for your insurance agency? Taking advantage of digital marketing is a smart solution, given that 51 percent of U.S. customers used digital channels to buy property and casualty insurance in 2016. Read More
We made it! Welcome to 2018, the best year yet.
I’m not big on new year’s resolutions, but we did get a Peloton bike for Christmas. It’s pretty slick. It has a big touchscreen attached to it where you can stream live or recorded spin classes. If you have one, look me up. I’m pmjeff. Game on!
Anyway, on this morning’s ride, Jess King, one of the spin instructors, said,
“Put in the work when no one is watching.”
So true. Successful people are not lucky. There’s no such thing as overnight success. It takes time, patience and pure-grit hustle. Such is the case with SEO. Read More
“Red Bull of Insurance: Every agent needs this conference in their life. The attendees. The staff. The speakers. All incredible. Want to get pumped up about the insurance industry again? Sign up for 2018 now and don’t miss out again.”
That was my review of Agency Nation’s 2017 Elevate conference this year. I affectionately dubbed this conference the “Red Bull of Insurance.”
It was eye opening. It was informative. It got my heart racing. It was a blast. And most of all—it got me fired up and motivated to get back to the office and make moves. Read More
