Client HORROR STORIES! Agents! Learn from Our Mistakes! Artwork

DIP! Direct Insurance Podcast

Hello, and welcome to the Direct Insurance Podcast (or DIP for short!); a Podcast for independent insurance agents. This podcast is intended to educate independent insurance agents in the Medicare, Life, & Annuities markets. This podcast will cover topics like lead generation, marketing, digital marketing strategies, as well as training information for different product lines within the industry to help you grow your business. The Direct Insurance Podcast - DIP; is brought to you by Insurance Advisors Direct. Insurance Advisors Direct is a full-service FMO based in Michigan with one mission - Simplifying Your Success! Our aim is to continuously meet the needs and demands of independent brokers all over the country. Daily, we accomplish this by concentrating on IAD’s agent formula for success, which is built on our 7 core pillars; -Product Offering-Training & Education-Lead Generation-Sales Tools-Marketing Services-Technology-Administrative ServicesFollow this podcast and give us a 5 star rating to learn more. Now let’s DIP into Insurance!

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DIP! Direct Insurance Podcast

Client HORROR STORIES! Agents! Learn from Our Mistakes!

May 16, 2023 • Insurance Advisors Direct • Season 1 • Episode 12

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. Today, we had 3 very special guests in the DIP studio; Dan Tripp, Ruben Rodriguez, and Andrea Hicks. Each of these agents shared some of their client horror stories, ranging from "hindsight is 2020" to "maybe I should bring bug spray with me to every appointment...."

When you work with the general public, there are NUMEROUS things that can go terribly awry! There are so many people that don't understand the importance of working with not only a knowledgeable agent, but also the importance of simply HAVING the insurance policy for their needs - and how their needs could cripple them financially without proper coverage. Learn from these mistakes so you can help take your business to the next level - and have a laugh or two along the way!

Share this episode with a small business owner that you think would find this information helpful; even if they're not an insurance agent! But until then - Let's D.I.P. into insurance!