488 - Insuring Success: What It Takes to Build a Thriving Insurance Agency

Rosamaria is the CEO of Trusted American Insurance Agency (TAIA) in Sacramento, CA. She’s a seasoned professional speaker who likes nothing better than to help her audiences harness the power within themselves to take action and achieve their goals. We talk with Rosamaria about several subjects, including strategies for building a team, how to provide value to customers and agents, and the key to strong branding. Join us to discover the best way to give value that builds a business and your confidence, two vitally important components of creating a successful insurance brand, and three tactics that new and experienced agents can use to generate leads and find quick wins.

Be sure to check out our show notes at staypaidpodcast.com for more in-depth information and added details not included in the episode.

Connect | Resources

·      Connect with Rosamaria on LinkedIn

·      Website: taia.us

·      Free e-book: “How Independent Insurance Agents Can Increase Service and Lines of Coverage”

·      You can get more free resources, including additional e-books and lead magnets to attract new leads, by visiting our Resource Library.

Want Josh and Luke to help you with your marketing? Visit https://remindermedia.com/StayPaidMarketing/

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Visit: https://remindermedia.com/staypaidinsurance/

0:00     Introduction

2:56     Rosamaria’s backstory

4:11     You need to have a “why”    

5:21     Referral and retention strategy

6:44     3 steps to building a successful agency

10:36   Personal growth and source of motivation

13:10   Building a new brand

15:38   Strategies for finding leads

18:49   Thoughts on transparency in the industry

20:12   Thoughts on the role of an agent

23:19   Action Item