Podcast appearances and mentions of kelly donahue piro

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Best podcasts about kelly donahue piro

Latest podcast episodes about kelly donahue piro

Agency Intelligence
Kelly Donahue-Piro: Navigating The End Of The Hard Market In 2025

Agency Intelligence

Play Episode Listen Later Sep 24, 2024 31:51


In this episode of Agency Intelligence podcast, host Jason Cass chats with Kelly Donahue-Piro, President of Agency Performance Partners about annual strategic planning for your agency. To learn more about the Agency Performance Partner's Strategic Planner to build, execute, and stick with your agency's annual plan visit: https://www.agencyperformancepartners.com/insurance-agency-strategic-planning/ Get 20% off until 12/31/24 with code: Agency Intelligence Key Topics: Exiting the hard market in 2025 requires proactive growth plans as rate increases will no longer drive growth Prioritizing client retention through proactive renewal reviews to avoid losing clients as market conditions stabilize Addressing staffing issues by filling skill gaps and leveraging virtual assistants to ease workloads Agency owners must lead decisively, creating clear plans without relying too much on staff opinions Analyzing agency operations, including revenue per team member, to improve efficiency and optimize growth Improving agency management systems and ensuring accurate metrics to drive better decision-making Long-term planning: Set clear goals for the next 10 years to avoid reactive management and achieve sustained success Reach out to: Kelly Donahue-Piro Jason Cass Visit Website: Annual Strategic Planning Workbook (Get 20% off until 12/31/24 with code: Agency Intelligence) Post Speaking Session Link to Get More Info Agency Performance Partners Agency Intelligence Produced by PodSquad.fm

president navigating market podsquad strategic planner jason cass agency performance partners kelly donahue piro
The Ridiculously Amazing Insurance Podcast
Insurance Script: How to Explain Any Coverage

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Jan 29, 2024 16:15


Welcome back to another episode of The Ridiculously Amazing Insurance Agent Podcast!

The Ridiculously Amazing Insurance Podcast
Getting Your Team To Cross Sell Life Insurance - Life Insurance Script

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Jan 8, 2024 12:36


Are you ready to unlock the secrets to cross-selling life insurance and mastering the art of the life insurance script? Join us for an exciting journey as we dive deep into this essential aspect of the insurance world. Whether you're a seasoned insurance professional or just starting your career, this podcast is your ultimate resource for success. In this episode, Kelly Donahue-Piro will guide you through the intricacies of cross-selling life insurance, sharing invaluable tips, strategies, and real-life examples that have proven to be game-changers. We'll also provide you with a life insurance script that's designed to help your team confidently engage clients and close those life insurance deals effectively.

Power Producers Podcast
Throwback: Elevating Agency Performance Through Partnership with Kelly Donahue-Piro

Power Producers Podcast

Play Episode Listen Later Dec 25, 2023 59:44


In this throwback episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Kelly Donahue-Piro, President at Agency Performance Partners. Kelly talks about the things that Agency Performance Partners is doing in agencies across the country. Episode Highlights: Kelly shares her background. (2:19) What's one of the common themes that Kelly sees that she has the ability to fix? (4:53) Kelly mentions why she generally works with agencies in the younger age bracket. (7:42) Kelly mentions one factor about having the children come to work. (17:54) Kelly shares the online process packs that they offer. (19:46) Kelly mentions why she loves personal lines. (23:42) Kelly explains why the CSR role is becoming extinct in service. (25:51) Kelly gives her opinion about overstaffing. (36:48) Out of all the things that Kelly does, what's her favorite? (38:45) Kelly shares why they see a huge decrease in re-shopping. (46:56) Tweetable Quotes: “You need to have routine meetings with your team, even if it's just to check in to say hi and see how people are doing. When there's a void of that, it gets really bad. The culture falls apart pretty easily.” - Kelly Donahue-Piro “You need to clarify your perpetuation plan and be fair to the kids and the kids need to respect what you've built. There has to be a plan of how you're going to give up that power.” - Kelly Donahue-Piro “I would encourage every agency to really stop and work hard on saying, what are the gaps in our agency? What experience do we want to get? I think so many people get that tunnel vision, you're in your agency so much. Sometimes you don't see some of the gaps out there.” - Kelly Donahue-Piro Resources Mentioned: Kelly Donahue-Piro LinkedIn Agency Performance Partners David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes

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Agency Intelligence
Power Producers: Throwback: Elevating Agency Performance Through Partnership with Kelly Donahue-Piro

Agency Intelligence

Play Episode Listen Later Dec 25, 2023 61:29


In this throwback episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Kelly Donahue-Piro, President at Agency Performance Partners. Kelly talks about the things that Agency Performance Partners is doing in agencies across the country. Episode Highlights: Kelly shares her background. (2:19) What's one of the common themes that Kelly sees that she has the ability to fix? (4:53) Kelly mentions why she generally works with agencies in the younger age bracket. (7:42) Kelly mentions one factor about having the children come to work. (17:54) Kelly shares the online process packs that they offer. (19:46) Kelly mentions why she loves personal lines. (23:42) Kelly explains why the CSR role is becoming extinct in service. (25:51) Kelly gives her opinion about overstaffing. (36:48) Out of all the things that Kelly does, what's her favorite? (38:45) Kelly shares why they see a huge decrease in re-shopping. (46:56) Tweetable Quotes: “You need to have routine meetings with your team, even if it's just to check in to say hi and see how people are doing. When there's a void of that, it gets really bad. The culture falls apart pretty easily.” - Kelly Donahue-Piro “You need to clarify your perpetuation plan and be fair to the kids and the kids need to respect what you've built. There has to be a plan of how you're going to give up that power.” - Kelly Donahue-Piro “I would encourage every agency to really stop and work hard on saying, what are the gaps in our agency? What experience do we want to get? I think so many people get that tunnel vision, you're in your agency so much. Sometimes you don't see some of the gaps out there.” - Kelly Donahue-Piro Resources Mentioned: Kelly Donahue-Piro LinkedIn Agency Performance Partners David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes

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The Ridiculously Amazing Insurance Podcast
How to Give Good Insurance Customer Service

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Dec 4, 2023 18:11


Welcome back to the Ridiculously Amazing Insurance Agent Podcast!

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Agency Intelligence
There Are A Ton Of Solutions Just Not A Lot Of Execution

Agency Intelligence

Play Episode Listen Later Aug 8, 2023 42:34


In this episode of Agency Intelligence podcast, host Jason Cass is joined by Kelly Donahue-Piro, President of Agency Performance Partners to discuss the solutions to the problems that the majority of agencies are experiencing. Kelly also talks about their courses and training, which can help agents and agencies improve. Episode Highlights: What's Kelly's opinion about the role of Jason Cass with his partner Travis? (10:32) Kelly advises Jason on whether he should hire someone to manage his company. (12:05) Kelly recommends that agency owners establish a vision of where they want to go in 10 years. (15:38) Kelly believes that there is a lack of execution rather than a shortage of solutions to the hiring problem. (16:37) What are the benefits of the great resignation for insurance agents? (17:16) Kelly thinks that every agency must fight for what it needs and also be intentional and strategic. (19:59) Kelly discusses their online school and the process pack that can be purchased on their website. (21:18) Kelly talks about their next course, Plan and Execute: Creating Your Agency Success Blueprint, which will be available in October. (23:38) Kelly explains how they can help agencies with their metrics. (28:32) Kelly discusses the agency with whom they worked during the pandemic. (32:49) What does Kelly watch to unwind? (34:31) What book is Kelly currently reading? (35:45) Key Quotes:  “If you find the good people, and you can make it work, because that's your culture, you also have to have fairness and equality between everybody.” - Kelly Donahue-Piro “You have to figure out your vision, like what do you want to be in 10 years and be every year working 10% closer to that, because that's the right thing, right?” - Kelly Donahue-Piro “There is no shortage of solutions. What there is, is a shortage of execution.” - Kelly Donahue-Piro Resources Mentioned: Kelly Donahue-Piro LinkedIn Agency Performance Partners Reach out to Jason Cass Agency Intelligence

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Agency Intelligence
Power Women In Insurance: Empowering Your Team Into The Next Generation Of Insurance Agencies-With Kelly Donahue - Piro

Agency Intelligence

Play Episode Listen Later Aug 2, 2023 52:10


In this episode of Power Women In Insurance, Teresa Kitchens sits down with Kelly Donahue-Piro, President of Agency Performance Partners. Kelly Donahue-Piro and Teresa chat about how to lead a strong team into next generation of independent agencies Episode Highlights: Kelly explains that account managers often feel overwhelmed by their work and the demands of their roles. However, it is crucial to hold them accountable and focus on their potential. (3:13) Kelly mentions that agencies should focus on sharing metrics with their team, providing tools and resources, and encouraging them to prioritize high-value clients during a hard market. (17:02) Kelly discusses the importance of permission and rewiring behaviors to build trust in agency-client relationships, and the need for clear communication, proactive outreach, and a focus on building trust during challenging times. (21:30) Kelly explains that effective leadership communication and the power leaders have in guiding their teams through change and difficult situations is important. (26:50) Kelly discusses the challenges of the current market and the need for agents to adapt and communicate their value, while also acknowledging the potential for carriers to go insolvent and the frustration of customers. (30:55) Kelly mentions that the insurance industry is facing challenges due to unpredictable weather events, aging agencies, and a shift towards online formats, but leaders can adapt by focusing on sales skills, controlling the message, and supporting their team. (37:10) Kelly explains that attitude matters for leaders, as it sets the tone for the team's morale and productivity. (42:01) Key Quotes: “The reality is, I'm optimistic that in this market, the best agents will be created of all time. And we will learn how to have these difficult conversations, maybe kicking and screaming, but we will learn our tools, we will also learn how to communicate our true value.” - Kelly Donahue-Piro “Your attitude is contagious. As a leader, they are watching you. When you come in bummed out, you've given them permission to do the same and instead, you need to be giving high fives.” - Kelly Donahue-Piro “Our goal is just to give people the tools that they need, whether that's working directly with the coach, or whether it's working directly online, or just going to a website and getting it for free.” - Kelly Donahue-Piro Resources Mentioned: Kelly Donahue-Piro LinkedIn Agency Performance Partners Contact Teresa Kitchens Sterling Insurance Group

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Power Women In Insurance
Empowering Your Team Into The Next Generation Of Insurance Agencies-With Kelly Donahue - Piro

Power Women In Insurance

Play Episode Listen Later Aug 2, 2023 51:40


In this episode of Power Women In Insurance, Teresa Kitchens sits down with Kelly Donahue-Piro, President of Agency Performance Partners. Kelly Donahue-Piro and Teresa chat about how to lead a strong team into next generation of independent agencies Episode Highlights: Kelly explains that account managers often feel overwhelmed by their work and the demands of their roles. However, it is crucial to hold them accountable and focus on their potential. (3:13) Kelly mentions that agencies should focus on sharing metrics with their team, providing tools and resources, and encouraging them to prioritize high-value clients during a hard market. (17:02) Kelly discusses the importance of permission and rewiring behaviors to build trust in agency-client relationships, and the need for clear communication, proactive outreach, and a focus on building trust during challenging times. (21:30) Kelly explains that effective leadership communication and the power leaders have in guiding their teams through change and difficult situations is important. (26:50) Kelly discusses the challenges of the current market and the need for agents to adapt and communicate their value, while also acknowledging the potential for carriers to go insolvent and the frustration of customers. (30:55) Kelly mentions that the insurance industry is facing challenges due to unpredictable weather events, aging agencies, and a shift towards online formats, but leaders can adapt by focusing on sales skills, controlling the message, and supporting their team. (37:10) Kelly explains that attitude matters for leaders, as it sets the tone for the team's morale and productivity. (42:01) Key Quotes: “The reality is, I'm optimistic that in this market, the best agents will be created of all time. And we will learn how to have these difficult conversations, maybe kicking and screaming, but we will learn our tools, we will also learn how to communicate our true value.” - Kelly Donahue-Piro “Your attitude is contagious. As a leader, they are watching you. When you come in bummed out, you've given them permission to do the same and instead, you need to be giving high fives.” - Kelly Donahue-Piro “Our goal is just to give people the tools that they need, whether that's working directly with the coach, or whether it's working directly online, or just going to a website and getting it for free.” - Kelly Donahue-Piro Resources Mentioned: Kelly Donahue-Piro LinkedIn Agency Performance Partners Contact Teresa Kitchens Sterling Insurance Group

president empowering insurance next generation agencies agency performance partners kelly donahue piro
Agency Intelligence
Power Women In Insurance: Throwback: Agency Ownership Without Losing Your Mind with Kelly Donahue-Piro

Agency Intelligence

Play Episode Listen Later Jul 5, 2023 37:39


In this throwback episode of Power Women In Insurance, Teresa Kitchens sits down with Kelly Donahue-Piro, President at Agency Performance Partners. Kelly and Teresa talk about all things agency ownership, how to step into our power, and rock being a boss.  Episode Highlights: Kelly mentions one of the things they try to fight for, within the agency. (4:54) Kelly shares her background and how she got into the insurance industry. (7:49) What are some of the key factors that people working in agencies or agency owners struggle with? (12:57) Kelly explains why women have a stronger challenge with accountability and communication than other people do. (18:54) Kelly mentions why she likes identifying roles. (19:31) Kelly shares why she wants the women to be in tune with something personal, whatever their goal is. (21:19) Kelly mentions how the online school came about. (24:57) Kelly explains how she came up with the idea to launch an online school. (26:49) Key Quotes: “If you really invest in yourself, in your career...and, that could be from taking payments and learning how to cross-sell...you could do anything in insurance. And, I want every woman out there to hear that, because you don't have to settle for anything. If you have an insurance license, the potential is unlimited if you invest in yourself.” - Kelly Donahue-Piro “One thing that I like doing is identifying roles. So, ultimately, as chairman of the board, president of the business, my job is to keep things profitable, and be able to keep investing in the business to keep everybody employed.” - Kelly Donahue-Piro “Sometimes people are motivated by what's important to them. Sometimes people are motivated by seeing others succeed. And so, that's helped out a lot in my businesses and it's helped out in agencies too when people can kind of rally together.” - Kelly Donahue-Piro Resources Mentioned: Kelly Donahue-Piro LinkedIn Agency Performance Partners Contact Teresa Kitchens Sterling Insurance Group

Power Women In Insurance
Throwback: Agency Ownership Without Losing Your Mind with Kelly Donahue-Piro

Power Women In Insurance

Play Episode Listen Later Jul 5, 2023 37:09


In this throwback episode of Power Women In Insurance, Teresa Kitchens sits down with Kelly Donahue-Piro, President at Agency Performance Partners. Kelly and Teresa talk about all things agency ownership, how to step into our power, and rock being a boss.  Episode Highlights: Kelly mentions one of the things they try to fight for, within the agency. (4:54) Kelly shares her background and how she got into the insurance industry. (7:49) What are some of the key factors that people working in agencies or agency owners struggle with? (12:57) Kelly explains why women have a stronger challenge with accountability and communication than other people do. (18:54) Kelly mentions why she likes identifying roles. (19:31) Kelly shares why she wants the women to be in tune with something personal, whatever their goal is. (21:19) Kelly mentions how the online school came about. (24:57) Kelly explains how she came up with the idea to launch an online school. (26:49) Key Quotes: “If you really invest in yourself, in your career...and, that could be from taking payments and learning how to cross-sell...you could do anything in insurance. And, I want every woman out there to hear that, because you don't have to settle for anything. If you have an insurance license, the potential is unlimited if you invest in yourself.” - Kelly Donahue-Piro “One thing that I like doing is identifying roles. So, ultimately, as chairman of the board, president of the business, my job is to keep things profitable, and be able to keep investing in the business to keep everybody employed.” - Kelly Donahue-Piro “Sometimes people are motivated by what's important to them. Sometimes people are motivated by seeing others succeed. And so, that's helped out a lot in my businesses and it's helped out in agencies too when people can kind of rally together.” - Kelly Donahue-Piro Resources Mentioned: Kelly Donahue-Piro LinkedIn Agency Performance Partners Contact Teresa Kitchens Sterling Insurance Group

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Agency Intelligence
Stephen Harrington-Descoteaux: Are You Down With APP, Yeah You Know Me

Agency Intelligence

Play Episode Listen Later Dec 13, 2022 34:14


In this episode of Agents Influence podcast, host Jason Cass interviews Stephen Harrington-Descoteaux, Performance Coach at Agency Performance Partners. Episode Highlights: Stephen shares his background and what led him to the insurance sector. (2:35) Jason believes that when it comes to branding, the name of the business is very important. (8:12) Stephen discusses how he met Kelly Donahue-Piro and how they began working together at Agency Performance Partners. (9:18) Stephen mentions that he is currently working with several clients on compensation and incentive plans. (13:19) Stephen emphasizes the importance of having replicable processes because having inefficient processes or unclear operations can be stressful to our staff. (19:51) Stephen explains that during their annual review processes, they have a checklist of 20 discounts to review to determine those the customers currently have and those they may still be able to get. (21:50) Stephen shares how he ensures that the customers are a good match for their agency culture. (23:57) Stephen explains that Agency Performance Partners is always expanding and they are now doing final interviews with a few candidates to bring on another coach. (27:03) Stephen explains that developing a team and culture takes time, but they believe that in the end, it is a wonderful thing to grow and create. (29:28) Key Quotes: “With horrible processes or not clear operations, we waste a lot of time and we stress our staff. So, I think we really need to make sure that we're doing everything in a replicable way where people understand what the process is.” - Stephen Harrington-Descoteaux “A lot of us are worried about saving an account and we shop out of our own pocket. So, you know, if I'm price sensitive as a CSR or as an Account Manager, I'm assuming the client's price sensitive.” - Stephen Harrington-Descoteaux “We're helping with the operations. We're getting everything ready. We're building the team and the culture, and then we're out, right? I mean, we know what the process is, and it's a long-term commitment, but we know at the end, it's going to be a well-oiled machine that is a beautiful thing to grow and create.” - Stephen Harrington-Descoteaux Resources Mentioned: Stephen Harrington-Descoteaux, CIC - LinkedIn Agency Performance Partners Reach out to Jason Cass Agency Intelligence

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Insurance Town
REPLAY: The Grind Series - Account Manager edition

Insurance Town

Play Episode Listen Later Sep 15, 2022 71:42


This episode is completely different , I was able to get my hands on a recording fromEarlier this year with the PIA of ARKANSAS, the Grind Series: account Manager edition. This recording is an amazing discussion facilitated by Staci Shearon.  The Panelist include 5 of the best in the business : Kelly Donahue Piro , Mary-Katherine Henderson , Wayla Ramsey, Amanda Dickey , and Sydney HoffmansEpisode Sponsors :Smart Choice CoverdeskCanopy Connect

The Ridiculously Amazing Insurance Podcast
How To Manage Insurance Rate Increases

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Sep 6, 2022 15:07


Does your agency struggle with handling insurance rate increases? Is the instinct to reshop everyone? If so you need to stop and listen to this podcast on how to handle and manage insurance rate increases.  In this podcast Kelly Donahue-Piro reviews how APP works with independent insurance agencies to reduce remarketing but increase your retention.  Monthly Product Highlight: Retention Strategies https://www.agencyperformancepartners.com/appx-retention-online-course/ Grab our Checklist (with SCRIPTS) on how to STOP Policy Cancelations: https://www.agencyperformancepartners.com/shop/agency-process-pack/agency-process-pack-stopping-an-insurance-cancellation/ Check out our blog on the topic for more information: https://www.agencyperformancepartners.com/blog/how-to-talk-to-clients-about-insurance-rate-increases/    

The Ridiculously Amazing Insurance Podcast
BLOG BANTER: Stop Having Boring Insurance Agency Meetings

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Aug 26, 2022 15:08


If your insurance team sits in the staff meeting silent and looking a their watch - you are doing your meetings wrong! Team meetings are a time to get together, train and work on the agencies biggest challenges. Carrier updates and communications that could be emails are a waste of your team's time.  In this episode Kelly Donahue-Piro and Heat "The Mayor" Shearon break down how to have an engaging and exciting agency meeting! Grab your sample agenda here: https://www.agencyperformancepartners.com/blog/how-to-have-an-effective-meeting-at-your-insurance-agency/ Our Agency Assessment that will knock your socks off: https://www.agencyperformancepartners.com/agency-assessment/ We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. Are you looking for insurance training to grow your insurance agency? https://www.agencyperformancepartners.com/work-with-us/ Shop online: everything from scripts and templates to on-demand courses to merch: https://www.agencyperformancepartners.com/shop/  

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The Ridiculously Amazing Insurance Podcast
Holding Your Insurance Team Accountable

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Aug 15, 2022 21:29


If you are like many insurance agency owners you may have some fear around holding your team accountable. Agency owners are scared that the team may leave or the workplace may get awkard.  Listen to Kelly Donahue-Piro discuss the best practices of holding your insurance team accountable in a way that is kind and yields the results you desire. 

The Ridiculously Amazing Insurance Podcast
Why Insurance Management System Reports Drive You Crazy

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Aug 8, 2022 22:35


If you get easily frustrated by your insurance agency management system reports you are not alone. Insurance agency reporting is harder than it should be, but that is no excuse for not embracing getting them to work for you.  In this episode, Kelly Donahue-Piro breaks down the common reasons agency reports are inaccurate and what to do about them.  For more details you can check out our agency blog on Insurance Agency Reporting and how the APP Agency Assessment can help! Need help tackling your agency reporting? Our agency assessment can help: https://www.agencyperformancepartners.com/agency-assessment/ Check out our blog with more details: https://www.agencyperformancepartners.com/blog/what-insurance-reports-should-your-agency-be-using

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The Ridiculously Amazing Insurance Podcast
Why Your Insurance Agency Is Not Growing

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Aug 5, 2022 22:35


It's harder than ever to grow an insurance agency. There are some common challenges that agencies face when it comes to growth.  Dive in with Kelly Donahue-Piro and Heath Shearon as they share how the the top agency's are staying focused on growth. In this podcast you will leave with specific action items that you can use today to grow your agency.  Make sure you check out our blog on How to Grow An Insurance Agency: https://www.agencyperformancepartners.com/blog/how-to-grow-an-insurance-agency/

The Ridiculously Amazing Insurance Podcast
Insurance Agency Growth Checklist

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Aug 1, 2022 20:01


Do you want to grow your insurance agency? Wouldn't it be nice to have a roadmap that you can follow? This podcast will help you identify the obstacles your insurance agency has to hit your growth potential.  In this episode Kelly Donahue-Piro discusses the top strategies that she witnesses top growing agencies practicing and perfecting.  You can check out all of the strategies in our recent blog: https://www.agencyperformancepartners.com/blog/how-to-grow-an-insurance-agency/

Insurance Town
Kelly Donahue Piro- Commercial Insurance Roundtable discussion

Insurance Town

Play Episode Listen Later Jul 28, 2022 24:16


In this episode the mayor had a fun visit with Good Friend, colleague , show sponsor and BFF to agency owners all over the industry, Kelly Donahue Piro This is conversation about commercial insurance and how to prospect and we dive in to so many other things! It's a short fun convo. Sit back relax and enjoy this one . Sponsors :Agency Performance PartnersSmart Choice Canopy Connect Coverdesk

The Ridiculously Amazing Insurance Podcast
Commercial Insurance Producer Time Management

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Jul 11, 2022 17:51


We said it before, and we'll say it again: time is money. Kelly Donahue-Piro discusses the six time management traps commercial insurance producers face and the solutions to help you master your time. If you're looking to maximize your insurance sales potential, this podcast will help you consistently manage your time and level up your income. Let's get started.

Insurance Town
Kelly Donahue Piro- Time Management Moving from Busy to Productive

Insurance Town

Play Episode Listen Later Apr 7, 2022 31:35


In this episode Kelly Donahue Piro stops by again to visit with us about Time Management stratagies that if implemented will work in your agency. We also walk through my journey of get organized and working through these strategies myself and how it has changed my life and helped me so much. WE talk about how to move from busy to productive and how that will move you from a good producer to a great producer, a best in class producer. Episode Sponsors: Smart Choice Agency Performance PartnersCanopy Connect Cover Desk 

The Ridiculously Amazing Insurance Podcast

This week on the Ridiculously Amazing Insurance Agent podcast, Kelly Donahue-Piro, and Heath Shearon have been talking right to insurance agency producers about mindset. You need to stop looking at the glass WITH water in it and saying it's half empty. You'll miss a lot of opportunities if you are convincing yourself that it's not even out there. With that attitude, you don't even have to look. Episode Highlights: Kelly explains the abundance mindset. (1:36) Kelly shares that one aspect of being a salesperson is that you must ride the tide but you can always bank on yourself. (2:01) Kelly differentiates between an abundant mindset and a scarcity mindset. (3:05) Kelly wants everyone to start thinking about mentality. (3:56) Kelly explains that a zero excuse environment means that no matter what happens, even if the tide changes, we will complete the task. (4:42) Excuses do not sell, according to Heath, and there will always be a reason for you not to do something. (6:31) Kelly talks about the most important questions to ask your producers. (9:50) Heath believes that the top producers he's seen put in the effort and time to succeed. (14:12) Kelly reveals that a new course on how to hire will be launched soon. (17:05) Key Quotes: “The first thing that I learned in sales was really about a mindset. And I know some people think mindsets kind of woo woo. But in all reality, it's a huge opportunity. And in my line of work, I see the abundance versus scarcity mindset all the time.” - Kelly Donahue-Piro “Sometimes it takes asking for help and being mentally strong, mentally tough, and not making those excuses that are so easy to make. I think we've got to stay focused, and have the right mindset so that we can get through our day” - Heath Shearon “Don't use time as an excuse and try to be as productive as possible. Work smarter, not harder.” - Heath Shearon Resources Mentioned:   Kelly Donahue-Piro LinkedIn Heath Shearon LinkedIn Agency Performance Partners

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The Ridiculously Amazing Insurance Podcast
How To Get Clear Metrics In Your Agency

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Dec 23, 2021 43:04


Reporting is a nightmare, but it doesn't have to be. In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro talks to Todd Dailey with Premium Logic about how you can finally get the metrics you deserve!  Episode Highlights: Todd introduces himself and shares a bit of his background in insurance. (2:07) Todd explains the importance of using data to understand where you are and where you want to go. (6:34) Todd shares some of the usual data challenges a company encounters and what Premium Logic does to help them. (8:52) Todd explains that there is an abundance of data in today's world. (11:18) Todd shares that Premium Logic works hard to ensure that clients can easily visualise their data. (18:46) Todd thinks that some agency management systems are attempting to make strides with data. (22:14) Todd tells us which agencies he thinks should be getting this type of service. (34:27) Todd agrees that some agencies are not data experts and that's normal. (38:39) Todd tells us more about what Premium Logic does. (41:04) Key Quotes: "We don't have any shortage of data in today's world. It's just the opposite. Like, there's too much to make sense of, and that problem is only getting worse." - Todd Dailey "I like to say that if you can get the data out of your system into a spreadsheet, there's a good chance that we can help you out" - Todd Dailey "I grew up with a passion around small businesses and even small to medium sized businesses…that's really our mission is to be able to help them compete in this data driven world with a lot of those large multinational entities, or, or nationwide groups and brokers that are getting bigger and bigger.” Todd Dailey Resources Mentioned:   Todd Dailey LinkedIn Premium Logic Kelly Donahue-Piro LinkedIn Agency Performance Partners

The Ridiculously Amazing Insurance Podcast

Even though it's hard to hire for your insurance agency, don't lay on the floor and cry. In this episode of the Ridiculously Amazing Insurance Agent podcast, Kelly Donahue-Piro and Heath Shearon explain that you have options! Episode Highlights: Kelly talks about the “great resignation” happening right now. (0:37) Kelly discusses the importance of living in a zero-excuse environment. (0:51) Kelly provides different and creative strategies to make hiring a bit easier for you. (3:15) Kelly explains why outsourcing low-level tasks and hiring for entry-level positions can help take things off your team's plate. (4:15) Heath recommends looking outside of the box and outside of the industry to find good hiring strategies. (7:24) Health discusses reorganizing in your office to find the areas that could benefit the most from a new hire. (9:50) Kelly talks about firing deadbeat clients to free up time. (12:19) Heath discusses the importance of culture in regards to hiring and retaining employees. (16:20) Heath shares ways to engage with your team and make the workplace culture fun. (18:09) Kelly recommends focusing on all the opportunities there are in hiring. (19:45) Key Quotes: “We're all struggling to try to find good help. So, we want to go ahead and say it's hard to hire, but we need to live in a zero excuse environment.” Kelly Donahue-Piro  “Listen, there is shame in going ahead and doing unprofitable work. There is no shame in firing unprofitable clients.” Kelly Donahue-Piro “You want to have fun where you work. And there are different ways you can do that and highlight people's strengths in what they do best.” - Heath Shearon Resources Mentioned:   Kelly Donahue-Piro LinkedIn Heath Shearon LinkedIn Agency Performance Partners

health hire key quotes we're kelly donahue piro
Agents Growth Academy
12. 8 Ways to Grow Your Agency Big-Time with Kelly Donahue-Piro

Agents Growth Academy

Play Episode Listen Later Dec 14, 2021 43:00


Our guest on this episode of Agent's Growth Academy podcast is no joke. Kelly Donahue-Piro is founder and CEO of a booming agency and a no-nonsense effectiveness expert (To which Jim says, “I think that what that means is she helps people grow.”). Her face is all over LinkedIn where she fosters excellence in sales strategies and shares her personally accumulated steps to becoming a better agent and agency as a whole. Today, Kelly shares the infamous 8 Ways to Grow Your Agency. Tune in as she and host Jim Schubert break the steps down one-by-one and even back these guidelines with their own stories that go as far as when Jim's father owned their family agency. Don't wait to find out today what you can be doing to foster a better morale at work, a better relationship with clients, and a better identity with yourself, from re-strategizing to retention.3 Key TakeawaysWhy you need to consider having a budget ASAP if your agency doesn't right nowWhy you need to understand that there's a place for tasteful client feesWhy you need to look at coverage increase with long-game goalsResourcesWebsite: Agencyperformancepartners.comConnect with Kelly on LinkedInConnect with Kelly on Facebook *Sign up for their three minute video every day!Traction by Gino WickmanThe Full Focus Planner by Michael HyattHubSpot

The Ridiculously Amazing Insurance Podcast
Why Can't Account Managers & Producers Get Along?

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Dec 10, 2021 21:35


Insurance agency producers and account managers are like the yin and yang of an agency. There is one issue. They don't like each other. In this episode of the Ridiculously Amazing Insurance Agent podcast, Kelly Donahue-Piro and Heath Shearon share ways to help them get along. Episode Highlights: Kelly explains why account managers and producers are unable to work together smoothly. (2:20) Kelly points out that one of the main reasons producers and account managers struggle is that they are compensated wildly differently. (3:21) Kelly explains that communication makes everyone feel loved and supported. (5:39) According to Heath, it is critical in account manager producer partnerships to respect one other's time and space. (8:28) Kelly discusses their 30-percent-off sale, which runs from December 5th to December 11th. (11:03) Heath explains why appreciation is crucial in manager-producer interactions. (17:35) Kelly mentions that when we understand what the agency's focus is, we can all improve, and there is so much value and progress for both sides. (21:14) Key Quotes: “When there's communication, everybody feels loved and supported. When there's no communication, it feels like I don't know how to do all this. And that's when resentment hits.” - Kelly Donahue-Piro “When we can understand what the agency's priority is we can all grow and there is so much benefit for both parties and growth” - Kelly Donahue-Piro  “One of the biggest things you have to think about is that everybody's got to be a team.” - Kelly Donahue-Piro Resources Mentioned:   Kelly Donahue-Piro Heath Shearon Agency Performance Partners  

The Ridiculously Amazing Insurance Podcast
How to Set Insurance Goals

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Dec 3, 2021 18:04


2022 is RIGHT around the corner. So, let's talk about how to set insurance agency goals, with Kelly Donahue-Piro, and Heath Shearon in this episode of the Ridiculously Amazing Insurance Agent podcast.  Episode Highlights: Kelly discusses why determining where you are today is an important strategy to consider when making goals. (1:32) Kelly explains the importance of taking the time to set down your goals and become really passionate about what you're attempting to accomplish. (4:55) Heath discusses the significance of setting career goals. (6:32) Heath says that he has adopted goal setting and goal achievement in his personal life. (8:14) Kelly mentions that goals must be measurable and reportable in order for us to take a moment and analyze what is going on. (10:15) Kelly explains that when you set a goal, you must be able to measure it immediately. (11:00) Heath mentions that as a professional insurance agent, you must have that goal in mind for your staff, yourself, and your organization. (14:48) Heath discusses how to improve the onboarding experience. (15:09) Key Quotes: “There's goal setting, and then there's goal doing. And that's something that I've adopted over the last several years of my own personal life that I think is crucial.” - Heath Shearon “For every goal you have, there should be a defined plan on how we're going to make that happen.”  - Kelly Donahue-Piro “We need to talk about that data, that report needs to get it right, it's not optional anymore. We can't simply say the reports are not right. So we're just not having goals.” - Kelly Donahue-Piro Resources Mentioned:   Heath Shearon LinkedIn Kelly Donahue-Piro LinkedIn Agency Performance Partners  

goals insurance kelly donahue piro
The Ridiculously Amazing Insurance Podcast
How to Show Gratitude to Your Insurance Team

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Nov 26, 2021 15:02


In this episode of the Ridiculously Amazing Insurance Agent podcast, Kelly Donahue-Piro and Heath Shearon discuss how to show gratitude to your insurance agency team. It's an important thing to do. Your team does a lot for you. Episode Highlights: Kelly mentions that this week, they have really focused on strategies for agencies to show gratitude to their team. (0:48) Kelly explains that Thanksgiving can mean a lot of things. (2:44) Kelly shares that the number one thing that motivates account managers is recognition. (4:00) Heath talks about expressing gratitude in the form of raises and annual reviews. (5:48) Kelly talks about recognition on birthdays, anniversaries, and kid's events. (9:11) Heath shares some tips on how to get to know your employees better and be able to give them better recognition. (13:27) Key Quotes: “Every day I challenge myself to do one sincere proactive compliment, something that really would make someone feel very good.“ - Kelly Donahue-Piro “I do think that in order to make these effective and make the raises and the reviews process so much better, you've got to be transparent, and you've got to be honest with the process.” - Heath Shearon “So whether its birthdays, anniversaries, the adoption of a new pet, or your kids get made the honor roll doing little things that say hey, take the kid out to dinner tonight on us. Congratulations can go so far for people feeling valued” - Kelly Donahue-Piro Resources Mentioned:   Kelly Donahue-Piro Heath Shearon Agency Performance Partners  

The Ridiculously Amazing Insurance Podcast
The Mayor Heath Shearon Has Joined the APP Team

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Nov 25, 2021 39:13


In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro welcomes Heath Shearon, the newest member of APP Team! Episode Highlights: Heath expresses his excitement about being a new member of the APP team. (1:54) Heath shares his incredible background.  (3:03) Heath reveals that Kelly will also participate in the Insurance Town Podcast from time to time. (7:52) Heath discusses his first IAOA experience. (8:30) Heath discusses his passion for agents and his role in the insurance industry.  (12:32) Heath mentions that working with agents and helping them in the growth of their books has always been a passion of his. (14:36) Heath discusses the Insurance Town podcast's history and concept. (16:32) Heath explains why the best advice he can give in two or three minutes is: be able to identify a lane in a niche that you could enter. (22:08) Heath discusses a cool aspect of the course that they will be launching. (30:57) Heath discusses the importance of playing to your strengths. (34:03) Key Quotes: “It's always been a passion for me to work with agents and help them to grow their book. And no matter how successful I was, I want to see the next guy be as successful as I was or more successful for that matter.” - Heath Shearon “No matter how much tech you have, no matter how much you have automated in your agency, the relationship still matters. It always will.” - Heath Shearon “One of the key things that you have to look for in a producer is work ethic. If they don't have that, and they're inherently lazy, then no matter what you train them on, or teach them on, it's not gonna sink.” - Heath Shearon Resources Mentioned:   Heath Shearon LinkedIn Insurance Town Podcast Kelly Donahue-Piro LinkedIn Agency Performance Partners  

mayors app kelly donahue piro iaoa
The Ridiculously Amazing Insurance Podcast
4 Things To Do Now Before the End of the Year

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Nov 19, 2021 18:28


In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro is joined by Heath Shesron to discuss the 4 THINGS you NEED to do for your insurance agency BEFORE the end of the year.  Episode Highlights: Kelly discusses the importance of freedom and discipline (2:57) Kelly introduces and welcomes Heath Shearon in his first three-minute video. (3:35) Heath talks about job descriptions. (6:28) Kelly highlights their forthcoming special deals for November and December. (9:15) Kelly explains why having goals is incredibly helpful. (12:45) Heath talks about the things we need to get prepared to get ready for 2022. (15:37) Key Quotes:  “When I'm disciplined about my plan, I know what winning is. I know what success looks like, I know how to track everything and where I should be. When I have no plan, I've got none of that.” - Kelly Donahue-Piro “If everybody in the team knows what everybody's roles are, and what everybody's expectations are, it truly helps for accountability across the entire team.”  - Heath Shearon “Goals are incredibly helpful because they allow us to, you know, have some freedom, but also put our energy and resources towards something.” - Kelly Donahue-Piro Resources Mentioned:   Heath Shearon LinkedIn Kelly Donahue-Piro LinkedIn Agency Performance Partners  

end of the year kelly donahue piro
The Ridiculously Amazing Insurance Podcast
What's It Like to Be Married to Kelly Donahue-Piro

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Nov 18, 2021 50:00


In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro interviews a man that many have claimed doesn't exist ─ Andrew Piro, her husband. Episode Highlights: Andrew shares how he and Kelly first met. (2:16) Andrew tells us more about himself and what he does. (6:18) Andrew and Kelly share the most asked question they get regarding their married life. (13:25) Kelly and Andrew how their work life has impacted their friendships. (16:15) Kelly and Andrew talk about who America is. (21:04) Andrew and Kelly share their individual and couple goals. (25:47) Kelly and Andrew talk about giving a percentage of their income to charity. (29:41) Andrew and Kelly plan to have a house manager. (34:09) Andrew shares his favorite book, color, and favorite vacation spot. (36:20) Andrew answers the number one thing that Kelly does that makes him crazy. (39:45) Key Quotes: “If you continue to do the same things you've always done, you're going to get the same results. So, if you want to do something different, and you want to do something better in your life, you've got to change almost everything a lot of times.” - Andrew Piro  “A lot of people don't realize that by putting yourself in a position where you're doing well, and your, whatever your goal is, you know, you're more than likely able to help them and a time that they would need it.” - Andrew Piro “I never really looked at a human being as something to control. So this is Kelly. This is what Kelly likes to do, it makes her very happy. She's very good at it.” - Andrew Piro Resources Mentioned:   Kelly Donahue-Piro LinkedIn Agency Performance Partners  

america married kelly donahue piro
Insurance Town
Kelly Donahue Piro- All Access Exclusive Behind the scenes Interview

Insurance Town

Play Episode Listen Later Nov 18, 2021 54:50


In this episode , the Mayor has exclusive access and permission to ask whatever he wants! This episode is less about insurance and more about  Kelly Donahue Piro's Story. It's a lot of fun and they get pretty serious at times as well. Kelly is a very focused and incredibly successful business owner I'm our space. She has a passion for our industry and loves working with her clients everyday. Throughout the episode you will catch some incredible nuggets that you will learn from. Episode sponsor :Smart ChoiceCanopy Connect Cover DeskAgency Performance Partners  

The Ridiculously Amazing Insurance Podcast
How To Ask For Referrals

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Nov 12, 2021 17:59


Agents always build up a lot of emotions around how to ask for insurance agency referrals.  In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro explains why that doesn't need to be the case. Episode Highlights: Kelly discusses how we should ask for referrals in general. (1:48) Kelly explains that her first referral-asking method is called "Ask the nice people." (3:22) Kelly encourages everyone to go through the day, find a nice person, and just tell them you can help their friends and family. (4:11) Asking for referrals, according to Kelly, is not a sales approach. It's a customer service strategy. (4:28) Kelly believes that around 75% of people in an agency are unaware of the referral program. (6:15) Kelly highlights their forthcoming special deals for November and December. (8:28) Kelly mentions that the most common reason we don't ask for referrals, aside from being a little afraid of it, is that we forget. (11:47) Kelly explains techniques for staying focused on and remembering to ask for referrals. (12:25) Kelly shares examples and strategies for motivating others. (15:01) Kelly discusses the significance of inspiring others. (16:30) Key Quotes: “Asking for referrals isn't a sales strategy. It's a service strategy. It's the strategy of saying we would love to serve people just like you and help them with a complicated product, better known as insurance.” - Kelly Donahue-Piro “I'm very clear that I think motivation needs to come from two parties, the team and the leadership.” - Kelly Donahue-Piro “Motivation does not always come in the form of financial incentives. It also comes in the form of just hearing good things too. ” - Kelly Donahue-Piro Resources Mentioned:   Kelly Donahue-Piro LinkedIn Agency Performance Partners  

referrals kelly donahue piro
The Ridiculously Amazing Insurance Podcast
How to Grow An Agency in Small Towns - with The Fleming Insurance Agency

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Nov 11, 2021 52:37


Small town insurance agencies tend to go at their own pace to their own rules. There are a lot of people in this industry that think you should run your agency THIS WAY. But what if that way straight up doesn't work for you? In this episode of the Ridiculously Amazing Insurance Agent podcast, hosted by Kelly Donahue-Piro, married agency owners Jason Fleming and Lindsey Fleming tell us their story. From buying EIGHT books of business to merging even more phone systems, they take us through every step. Episode Highlights: Jason shares how he got started in the insurance industry. (2:45) Lindsey talks about how she met Jason and how she got into the industry. (4:43) Jason and Lindsay share how many businesses they are currently running. (9:54) Lindsey and Jason explain why they cater to smaller communities. (14:33) Lindsey and Jason give advice to agencies that would like to acquire books of business. (22:08) Lindsey shares that she believes that in the past year, Jason has learned that if it doesn't fit with them and their book and their companies then it's okay for somebody else to buy it. (25:30) Jason and Lindsey share how they are able to get their businesses working as a team. (28:14) Jason and Lindsey share tips and strategies on how to work well with family. (33:12) Lindsey and Jason answer the question of where they would want to be 10 years from now. (41:11) Key Quotes: “We do the weekly zoom calls, whether it's our calls with you Kelly or on our own, and then we do our in person meetings once a quarter. So I think that's helped just to get everybody to feel comfortable and have some camaraderie and be on a team together versus each being in their individual office.” - Lindsey Fleming “If it doesn't fit with us in our book and our companies or make sense, then it's okay for somebody else to buy it.” - Jason Fleming “I don't want to sound old-fashioned but like I know my role, at the end of the day he's the boss. It's his business, and I have to respect that. - Lindsey Fleming Resources Mentioned:   Lindsey Fleming - LinkedIn Jason Fleming - LinkedIn Fleming Insurance Agency Kelly Donahue-Piro LinkedIn Agency Performance Partners

The Ridiculously Amazing Insurance Podcast
Insurance Sales Professional vs. Agent: What's The Difference?

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Nov 5, 2021 17:11


In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro looks at differences between insurance sales professionals and agents and why you need to rethink sales. Episode Highlights: Kelly mentions that the best professionals she knows spend time researching. (6:02) Kelly shares that true sales professionals are not too busy. (7:23) Kelly mentions that we can get so focused on insurance underwriting that we forget that there's a person on the other end of the line. (9:15) Kelly mentions that a sales professional isn't thinking about the quote, they're thinking about the process. (10:42)  Kelly discusses the importance of role-playing as a strategy to fuel knowledge and growth.  (12:48)  Key Quotes: “Remember, most people buy from someone they know, like, and trust.” -  Kelly Donahue-Piro “We get so focused on insurance underwriting that we forget that there's a person on the other end of the line.” - Kelly Donahue-Piro “If I could, I would spend two days a week just pouring over books and research and just sharpening my tools.” - Kelly Donahue-Piro Resources Mentioned:   Kelly Donahue-Piro LinkedIn Agency Performance Partners

The Ridiculously Amazing Insurance Podcast
Organizing Around Your Insurance Agency Goals

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Oct 29, 2021 21:19


Do your agency a favor and start organizing around your insurance agency's goals.  In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro discusses the best ways to start. Episode Highlights: Kelly discusses the accountability chart. (2:36) Kelly explains the benefit of an agency owner asking about who people report to. (5:32) Kelly discusses the significance of job descriptions. (6:40)  Kelly explains why values are important in every agency. (8:18) Kelly discusses the metrics you should present to your team. (11:26)  Kelly mentions that the next thing we need to focus on with tracking is taking a closer look in the mirror as leaders. (13:23) Communication is one of the top three issues in every agency, according to Kelly. (16:52) Kelly believes that a quarterly check-in with your leader is important. (19:13) Key Quotes: “Whatever the timeframe is, communication on tracking is unbelievably, incredibly important.” - Kelly Donahue-Piro “Job descriptions should definitely be reviewed with the person every quarter updated once a year, potentially sooner if things happen.” - Kelly Donahue-Piro “Tracking is just one of those things in agencies that we're just terrible at. But we need to stop that as an excuse and start getting better. ” - Kelly Donahue-Piro Resources Mentioned:   Kelly Donahue-Piro LinkedIn Agency Performance Partners

The Ridiculously Amazing Insurance Podcast
Plan & Execute How to Get Organized on Your Insurance Agency's End of Year Plan

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Oct 22, 2021 18:38


In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos. Kelly discusses how to get organized on your agency's end-of-year plan. Start by defining success. Everyone in your life needs to know what that looks like for you to best know how to support you on your way there. Your team needs to know, too.   Episode Highlights:  Kelly talks about the meaning of success and why it's important to define it. (1:25)     Kelly shares the big three objectives that you want to nail down. (5:42)  Kelly discusses the importance of having a roadmap when it comes to planning. (8:24)  Kelly talks about the importance of celebration in general. (10:30)  Kelly shares why you need to do a resource check to look into what your agency already has and what it may need. (13:13)  Kelly demonstrates how to determine if you have the necessary resources. (15:35)  Kelly discusses the ways agencies make money. (16:19)  Kelly shares why fall is her favorite time to get organized. (18:21)   Key Quotes: “Without a milestone, without the definition of success, you're always going to be burning people out” - Kelly Donahue-Piro “Celebration is important to recognize people, take a break, regroup and show people where you're going to go next.” - Kelly Donahue-Piro “The more you invest in your team, the better they're going to be, and the more they're going to hit their own potential goals.” - Kelly Donahue-Piro   Resources Mentioned:   Kelly Donahue-Piro LinkedIn Agency Performance Partners Plan and Execute E-Course

The Ridiculously Amazing Insurance Podcast
Insurance Recruiting the Real Deal With Tony Canas from Jacobson Group

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Oct 21, 2021 55:24


In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro talks about recruiting in insurance with Tony Canas from Jacobson Group.   Episode Highlights: Tony makes his introduction by sharing how he started in the industry. (1:36) Tony answers Kelly's question about insurance staffing. (6:03) Tony and Kelly discuss the industry's remote side. (13:51) Tony discusses his ideas for an employee training program. (21:47) Tony responds to Kelly's question on how he keeps people happy in their current situation. (29:54) Tony elaborates his understanding of the concept of leadership culture. (35:38) Tony shares what his company does to make their employees stay. (40:59) Tony shares his side and takes on having a recruiter in an agency. (44:11) Tony gives reasons why outsourcing is also important. (49:42) Tony shares his personal podcast, Profiles In Risk. (53:09)   Key Quotes: “If I want to take a 45-minute commute or if I'm going to take a two-hour flight, don't make me do it just to do my day job, right? Let's do training, let's do strategic work, let's do an outing, let's go team building, let's do the things that benefit from me being in person.” - Tony Canas “If you've never been led by a really great leader, it's really hard to understand leadership.” - Kelly Donahue-Piro “It is definitely a culture where people stay with us because the company gives them the flexibility to be great parents, and still have a great job and a great career.” - Tony Canas   Resources Mentioned:   Tony Canas LinkedIn Jacobson Group Insurance Nerds Kelly Donahue-Piro LinkedIn Agency Performance Partners  

insurance recruiting real deal jacobson kelly donahue piro tony canas
The Ridiculously Amazing Insurance Podcast
Start With Where Your Insurance Agency Is Today: 4 Tips to Plan & Execute Your Agency Success Roadmap

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Oct 15, 2021 16:44


In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos. Kelly explains that to create the most effective roadmap, you have to start with where your agency is today. Let's talk about what you need.   Episode Highlights: Kelly discusses four things you'll need to create and execute your agency's success roadmap. (1:02)  Kelly discusses the job description of an agency owner. (1:28) Kelly explains why you should create a “Love-Hate” list to document the things you love doing and the things you hate doing. (2:26) Kelly discusses the importance of creating a “What's Bothering You?” list and why you should build it into your agency's success plan. (04:21) Why do you need a vision? (9:00) Kelly discusses the importance of accounting reporting. (12:42) Closing remarks with the Agency Performance Pack promotion. (16:05)   Key Quotes: “When the leader of an agency is drained, Nothing good can come of that.” - Kelly Donahue-Piro “Your accounting staff cannot tell you everything that's going on in your agency.” - Kelly Donahue-Piro “I want you to have the job that you love because as a business owner, you get to do that. You're either an insurance agent or a business owner and insurance agents tend to do a lot of jobs they don't like. The business owner on the other hand, gets to really do some fun things and have their life dreams come true.” Kelly Donahue-Piro   Resources Mentioned:   Kelly Donahue-Piro LinkedIn Agency Performance Partners Agency Performance Pack

Agency Nation Radio - Insurance Marketing, Sales and Technology

Are you looking to create a sales culture in your insurance agency? Listen to Kelly Donahue-Piro from Agency Performance Partners interview Jason Kilgo of Kilgo Insurance on how they created a sales centric agency powered by Agency Zoom. 

insurance agency performance partners kelly donahue piro
Agency Nation Radio - Insurance Marketing, Sales and Technology

Are you looking to create a sales culture in your insurance agency? Listen to Kelly Donahue-Piro from Agency Performance Partners interview Jason Kilgo of Kilgo Insurance on how they created a sales centric agency powered by Agency Zoom. 

insurance agency performance partners kelly donahue piro
The Ridiculously Amazing Insurance Podcast
How Insurance Agencies Make Money

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Oct 8, 2021 20:40


In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos. Over the last two weeks, we have been going over how insurance agencies make money and we boiled it down to EIGHT ways. Today, we are wrapping up the second week.   Episode Highlights: Kelly discusses carrier management. (2:41) Kelly discusses the controversial aspect of carrier management. (3:43) Kelly believes that to truly grow an agency, you have to be strategic about where you place business. (4:28) Kelly explains how agency expense management can help with agency growth. (5:34) Kelly encourages agency owners to plan investments for updates to management systems, phone systems, and when they will make their next hiring. (7:27) Kelly shares a little secret about the company's latest course. (8:47) Kelly discusses the benefits and drawbacks of agency fees. (11:27) Kelly discusses the different kinds of agency fees. (13:35) Kelly explains how firing the agency's least profitable customers can help it grow. (15:22) Kelly mentions that agency owners must develop a strategy for letting go of the worst clients in order to focus on the top clients. (19:00)   Key Quotes: “Doing the best thing for the client, it's not always about burdening them with the cheapest carrier. It's also about where we put our money and where we put our business.” - Kelly Donahue-Piro “In order to really grow an agency, you have to be intentional on where you're placing business. And that doesn't always mean the least expensive. It means the best for you and for that client.” - Kelly Donahue-Piro “If there are customers that are draining your agency, we have to remember we cannot be everything to everyone, even though we try.” Kelly Donahue-Piro   Resources Mentioned:   Kelly Donahue-Piro LinkedIn Agency Performance Partners  

The Ridiculously Amazing Insurance Podcast
How 75 Hard Can Change Your Insurance Agency with Stacy Cholas From Foothills Insurance

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Oct 6, 2021 54:25


In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro interviews Stacy Cholas, Owner of Foothills Insurance Agency. Stacy gives us the lowdown on what the heck 75 Hard is and why it can fit into any lifestyle. Also, find out why Kelly is dead set on merging the two worlds of 75 Hard and Insurance. Listen along! Episode Highlights: Stacy discusses her background and what she does now. (2:46) Stacy explains how she heard about the 75 Hard challenge and how long she thought about undertaking it. (6:09) What can Stacy say to those who believe that making it with 75 is impossible? (13:30) Kelly and Stacy discuss how the 75 Hard challenge helped them stop their drinking habit. (17:56) How does Foothills Insurance benefit from the 75 Hard challenge? (22:03) Stacy notes that her team started sending handwritten thank you cards to their clients, and it has made a huge impact. (24:03) How did Stacy deal with the visualization part of the challenge? (32:48) What are Stacy's top three helpful tips for an insurance agent considering doing 75 Hard? (40:42) Kelly shares her key takeaways from the challenge. (43:50) Stacy shares what happened on the final day of her 75 Hard challenge. (46:21) Key Quotes: “Don't hesitate, just do it. Pull the trigger and just start quickly, do it quickly, and pick whatever nutrition that works for what you need.” - Stacy Cholas “The other big takeaway from the program was just learning how to cut through the crap and get things done. You have to get things done. You don't have time to waste, it's not a luxury that should be wasted.” - Stacy Cholas “If you fail, start over. Don't wait a week, don't give yourself a few days off, start over the next day...you've got to get right back to it” - Stacy Cholas Resources Mentioned:   Kelly Donahue-Piro LinkedIn Agency Performance Partners  

The Ridiculously Amazing Insurance Podcast
8 Ways to Make Money in Insurance

The Ridiculously Amazing Insurance Podcast

Play Episode Listen Later Oct 1, 2021 14:10


In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos. Kelly discusses four of the eight ways insurance agencies can make money.   Episode Highlights: Kelly discusses the first way to make money in the insurance industry, which is through new business sales. (2:35) Kelly discusses the significance of having salespeople. (3:55) Kelly mentions that their new program only has six places remaining. (4:04) Kelly explains that a salesperson is an educator; they have a heart and a desire to encourage people. (4:31)   Kelly asks listeners to rate themselves on their new business process. (5:06)   Kelly explains that agencies make a profit by increasing retention rates. (5:31) Kelly mentions the importance of a retention strategy. (7:25) Kelly encourages listeners to evaluate their own retention. (7:57)   Kelly believes that agencies need a much better cross-selling strategy than they currently have. (8:41) Kelly discusses the fourth way for agencies to generate money. (12:04)     Key Quotes:  “New business is a great way to grow an agency. But if you don't have a plan, a process and tracking and actual sales people, you're doing it by dumb luck, and it's not repeatable.” - Kelly Donahue-Piro  “I do think that agencies need a much better strategy for cross-selling than we currently have.” - Kelly Donahue-Piro “We all are working for a business that is trying to grow. Insurance agencies are not government organizations, our main goal is growth.” - Kelly Donahue-Piro   Resources Mentioned:   Kelly Donahue-Piro LinkedIn Agency Performance Partners

The Ryan Hanley Show
RHS 076 - Kelly Donahue - Piro

The Ryan Hanley Show

Play Episode Listen Later Nov 8, 2020 71:58


Kelly Donahue-Piro, founder and president of Agency Performance Partners, joins the podcast for a fast-paced discussion where we solve all the independent insurance agency problems. Yup, all of them... Get more: https://ryanhanley.com/Learn more about your ad choices. Visit megaphone.fm/adchoices

Agency Nation Radio - Insurance Marketing, Sales and Technology

Doug Mohr, Vice President of Industry Relations and Partnerships at Vertafore, shares what their most successful agent customers are doing to keep up with the new normal and what top technology solutions are critical to their success. Hosted by our guest podcaster, Kelly Donahue-Piro of Agency Performance Partners.

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Agency Nation Radio - Insurance Marketing, Sales and Technology

Want to become a ridiculously amazing insurance agent? Kelly is here to tell us how!

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Agency Nation Radio - Insurance Marketing, Sales and Technology
You're Dropping Business Without These 5 Sales Habits

Agency Nation Radio - Insurance Marketing, Sales and Technology

Play Episode Listen Later Jan 30, 2019 33:26


You have to be able to introduce yourself in three sentences that makes someone like you. That's certainly one of the first and most important sales habits and insurance professional needs to master. It doesn't matter if it's in person or a compelling piece of content, that valuable introduction should open to door for continued education. The best part, if you're successful people will relax and possibly even enjoy the insurance buying process you're going to provide. That's what Sydney Roe talks to Kelly Donahue-Piro, of Agency Performance Partners, about the five vital sales habits you need to close more business. Don't miss Kelly returning the stage for Elevate 19, grab your ticket now. Connect with Kelly: Agency Performace Partners LinkedIn

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Agency Nation Radio - Insurance Marketing, Sales and Technology
Is Your Agency Customer Experience Worth More than a Starbucks Latte? Interview with Kelly Donahue-Piro

Agency Nation Radio - Insurance Marketing, Sales and Technology

Play Episode Listen Later Jan 30, 2017 29:40


Elevate 2017 speaker, Kelly Donahue-Piro of Agency Performance Partners visits Agency Nation Radio for a deep diver into customer experience. In one of my favorite lines from this dynamic interview, Kelly explains, "If your agency customer experience isn't worth a one Starbucks Latte a week, you shouldn't be in the insurance business." #truth Get more Agency Nation Radio here.

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