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Small Business Marketing & Tracking Methods

Small Business Marketing & Tracking Methods


Does it seem strange that tracking just 1 item in your business could double your sales? How could you possibly boil down your business to 1 simple number daily! After all you have to go to meetings, learn about new policy features, handle your existing customers, how could just 1 simple number double your policy sales?

The reality is that most insurance agents (and other business owners) make business too complicated. They get lost in a sea of spreadsheets, data, and busy-ness to make themselves feel important. Its not intentional they just feel that the busier they are the more business they will do. Tragically getting lost in a series of activities just to feel busy wont help your business.

Just imagine for the moment that you are headed home after a day in your office. As you pull up the driveway, you are looking forward to seeing your spouse. When they ask of you what did you do today? what will you have to tell them? Will you share annoying customer stories? Will you share what strange claim was made today? What if you could share with them 1 number that would let them know how hard you worked? What if you could say just a single number that would have them so excited they would wrap their arms around you because they knew you were doing a fantastic job?


The 1 item that would get your spouse excited and have you doubling your business isnt your policy sales. The simple number to track on a daily basis is:

Number of New Conversations

Your number of new conversations is directly proportional to your level of income. Most insurance agents want to track everything else, but this is the most important. Sadly most agents waste their time talking to past clients about service issues and then hope for referrals. While referrals are great, they wont help you double your business. Referrals wont get you out of survival mode.

To grow your insurance practice, I invite you to consider tracking the number of new conversations you are having on a daily basis. When you can get the number of NEW conversations up to 10-15 a day then you will be on the path to a 7 figure net income.

Discover how you can get the number of new conversations going with powerful and cheap marketing systems.
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Small Business Marketing & Tracking Methods Anaheim