Agile Underwriting Solutions’ Post

Building a Winning Team: The Power of Preparation and Trust Leading a team of over 200 sales agents and managers has taught me one invaluable lesson – success starts long before the sale. It’s about being prepared, keeping the pipeline full, and always prioritizing the client’s needs. At Prudential, we believe in working hard behind the scenes so that when the moment comes, we're ready. This means constantly seeking out prospects, cultivating quality leads, and engaging in meaningful conversations. Proactivity is key, and we emphasize to our team the importance of staying ahead by keeping our networks strong and relationships warm. But at the heart of everything we do is trust. Sales are not just about numbers – they are about people. We remind our agents daily that clients need to know we have their best interests at heart. When you lead with integrity and focus on what truly matters to your client, success follows naturally. I’m proud to lead a team that embodies these values – always striving to prepare, to build trust, and to keep the client at the center of everything we do. Here's to more growth and stronger relationships ahead! #Leadership #TeamSuccess #ClientFirst #PreparationIsKey #Dailyabsolutes #BuildingTrust

"If selling insurance was so easy, wouldn't everyone be doing it?" My dad's words still ring true today. They've guided me through decades in the insurance industry, from my early days as a personal lines Nationwide agent to my current role as EVP of Sales and Marketing for the entire organization. This journey has taught me a profound lesson: Sales isn't just a skill—it's a mindset. It's about resilience, adaptability, and a genuine desire to solve problems for others. The OpenView Sales Blog gets this. Their content on value-based selling? Pure gold. They understand that modern sales is about creating and communicating value, not just pushing products. Their insights have helped countless sales professionals elevate their game. But here's what truly separates good from great sales leaders: 1. They embrace failure as feedback Great sales leaders view each 'no' as a learning opportunity. They analyze, adapt, and improve constantly. 2. They have grit—pushing through when others quit The sales landscape is full of challenges. Top leaders persevere, staying motivated even when faced with rejections or market downturns. 3. They build teams, not just quotas Exceptional sales leaders focus on developing their people. They understand that a strong, collaborative team will naturally hit targets. 4. They're always learning The best sales leaders are perpetual students, constantly updating their skills and knowledge to stay ahead in a rapidly evolving field. 5. They lead with empathy Understanding client needs on a deeper level allows these leaders to create meaningful solutions and lasting relationships. Remember: Sales is a contact sport, but management is a team sport. As leaders, we're not just closing deals—we're nurturing talent, building cultures, and driving organizational success. In my experience, the toughest lesson I've learned is the importance of balance. Balancing short-term goals with long-term vision. Balancing pushing for results with supporting team well-being. It's a constant juggling act, but one that's crucial for sustainable success. What's the toughest lesson you've learned as a sales leader? Let's share war stories and grow together. Your experiences could be the key insight another leader needs to overcome their current challenge. After all, in sales leadership, our greatest asset is our collective wisdom. #SalesSuccess #LeadershipLessons #InsuranceIndustry #TeamBuilding

🌟 𝑰𝒏𝒕𝒆𝒈𝒓𝒊𝒕𝒚: 𝑻𝒉𝒆 𝑪𝒐𝒓𝒏𝒆𝒓𝒔𝒕𝒐𝒏𝒆 𝒐𝒇 𝑺𝒖𝒄𝒄𝒆𝒔𝒔𝒇𝒖𝒍 𝑺𝒂𝒍𝒆𝒔 🌟 As a sales manager, I've learned that integrity is not just a value—it's a necessity. In an industry driven by numbers and targets, it can be tempting to cut corners. But true success comes from building trust, both with clients and within our teams. Here’s what integrity means to me in the workplace: ➡️ 𝑩𝒖𝒊𝒍𝒅𝒊𝒏𝒈 𝑻𝒓𝒖𝒔𝒕: When we prioritize honesty, we create lasting relationships with our clients. They know we have their best interests at heart, which leads to loyalty and repeat business. ➡️ 𝑳𝒆𝒂𝒅𝒊𝒏𝒈 𝒃𝒚 𝑬𝒙𝒂𝒎𝒑𝒍𝒆: As leaders, our actions set the tone. When we demonstrate integrity, we inspire our teams to do the same, fostering a culture of accountability and respect. ➡️ 𝑳𝒐𝒏𝒈-𝑻𝒆𝒓𝒎 𝑺𝒖𝒄𝒄𝒆𝒔𝒔: Short-term gains may be tempting, but integrity leads to sustainable growth. When we operate transparently, we pave the way for future opportunities. ➡️ 𝑬𝒎𝒑𝒐𝒘𝒆𝒓𝒊𝒏𝒈 𝑶𝒕𝒉𝒆𝒓𝒔: Encouraging an environment where team members feel safe to voice their opinions and concerns strengthens our collective integrity. 📢 In the end, integrity is not just about doing the right thing when it’s easy; it’s about making the right choice, even when it’s hard. Let’s commit to upholding our values and leading with integrity every day. 💡What does integrity mean to you in your professional journey? #Integrity #SalesLeadership #Trust #TeamCulture #LongTermSuccess

Portland, OR

Success isn't just about skills and knowledge; it's about character. Maverick Insurance makes a point to grow personal development to the highest level, the right way. Good character creates lasting relationships that lead to success which is built on trust and integrity. #maverick #familyculture #salessuccess #salesleadership #growthmindset #leadership #saleseffectiveness #salescoaching #salesmindset #salesgrow th #salesgoals #lifeinsuranceagent #lifeinsurancebroker #sales performance #salesprofessional #salesexcellence #successins ales #consultativeselling #buildingteams #lifeinsurancesales #businessmindset #salesleadership #salesteamculture #nowhiring #joinourteam #businessopportunity #halloffame #halloffameagency

💡 What’s the difference between a Team Leader and a Broker? While Brokers are often focused on compliance, managing sales, and ensuring transactions go smoothly, a Team Leader’s role is entirely different. As a Team Leader, I’m not here to sell or compete against agents. My mission is to focus on your growth, provide you with the coaching and resources you need, and help you achieve your goals. It’s about being your partner in success—ensuring you have the support to thrive in your career and take your business to the next level. 📈 If you’re looking for a real estate office where the leadership is committed to your success, I’d love to connect and see how we can work together. #RealEstateLeadership #CareerGrowth #TeamLeader #Broker #CareerDevelopment #AskTheEarl #KWVillages

A prime opportunity right now with storm Bert. It’s these times that stretch brainpower and resources, but also offer great opportunity to analyse approach, processes and leadership. Start to do it now. It’s the last thing that some will want to do, but it will pay back hugely. A few metrics to try and measure as well as the usual RAGs: Claim event date v FNOL date. An indicator of channel availability Contact Channel v failure demand Average call time and failure demand contacts - correlation or not. And an indication of targets driving behaviour Channel of communication switch - an indicator of process stretch Supply chain - rather than contact and visit time, first contact time and life cycle time. Did you panic and contact them as soon as you heard any negative feedback? That holds them up. Not easy but a good indicator of trust. Handoffs. To fraud, suppliers, experts. Did you try to bring in rather than push out? It would be great to hear of any that do this!

🤝 The Power of Strategic Partnerships 🤝 Success isn’t just about what we do — it’s also about who we align ourselves with. That’s why building strategic partnerships is key to delivering exceptional service and value to our clients. 💼 When clients see the caliber of our strategic partners, they understand the level of expertise and dedication we bring to the table. Our partnerships ensure that we’re always equipped to meet our clients’ unique needs. 🔍 Be service-oriented, showcase your partners, and build trust through collaboration. Together, we elevate the entire client experience. 🌟 #StrategicPartnerships #ClientSuccess #ServiceFirst #InsuranceAgents #ValueDriven #Leadership #TopPerformance #BusinessGrowth Insurance Sales Training // Are You Using Your Strategic Partners? // Tyler Jensen

This will tank your business faster than anything else you do!! It’s not bad leads 🚫 It’s not lack of content 🚫 It’s not a bad product 🚫 It’s… Bad team management!!! If you mismanage your team… The team you hired will drain your bank account. It’s not their fault. It’s yours!!💯💯 Make sure you have these 3 things in place so that your team performs like the rockstars they are. 1. Have a set meeting cadence. They should know when they will speak with you next. Time for them to be heard and get feedback 2. Create SOPs for tracking and KPIs A team member with no goals or targets is set up to fail. If they fail.. YOU FAIL! 3. Understand their talents Knowing what drives your team will allow you to… Place them in roles they can win at . And… Give them incentives that actually motivate them. If you miss in these 3… your team be forever subpar. True winners don’t stay where they feel like they’re always losing. Happy Monday!😃 #teambuilding #hiringandfiring #7figurebusuness

Portland, OR