5 Tools Every Producer Needs

You in the sales game and having problems during COVID? You looking for some help and some resources that’ll take your game to the next level? Well, today, I’m going to talk to you about five different things that every salesperson should have, in terms of resources, to help them get through this tough time and carry them through on the other side.

Listen, it’s no secret, these are challenging times. I get it; we’re experiencing the same thing at my agency. In my book, the extra two minutes, I give salespeople a ton of tools that they can use to take their game from ordinary to best in class. Just like that, I’m going to talk to you about five of those today.

Reference USA

One of the first things that I do with any prospect is I take the time to research that prospect. One of the ways I do this is with ReferenceUSA. So tool number one is going to be your library card because ReferenceUSA is a free database that you can use through your local library if they have it. If they don’t, it’s okay, find another library close that does. It’s free. It’s worth the drive if you have to take 15 minutes to get a card from another library. ReferenceUSA is a database that will give you a ton of demographic information about your prospect. You don’t have to go any further than that to get everything you need. Now listen, it’s not always 100% accurate. It’s probably 80% accurate if I had to guess. But it’s enough to let you know, yeah, this is somebody I need to reach.

Email Service

Once you have them researched, you have to plan on how you’re going to get in front of them. Listen, you don’t have to have the highest cost, best CRM out there. But you do need to have a way to get stuff to people. And you have to have a way to measure it. So if your agency is not in a position to spend the money on a CRM right now, have at least a Mailchimp account, or Mad Mimi, or something like that where you can get a weekly or monthly newsletter out. And, if you have particular current events that need a single email, you can push that out to everybody on your email list. You might be a one-person shop, heck, I was a one-man shop for 18 months. I had to cobble as much together as I could to do this. But having a primary email platform that you can measure open rates, bounce rates, and all of that stuff is huge.

Evergreen Content

The third thing I’m going to tell you is you got to have a good website. Listen, your website is so important because that’s where people are interviewing you before they ever reach out to hire you. You got to have content on that site. It has to be evergreen content. Sure, you can have some sprinklings of current events in there, but at the end of the day, what’s going to drive your search engine optimization, and the amount of traffic that you get to your website is that evergreen content. Those questions that people are continually searching for the answers. You can provide those. Write a quick article on it.

My buddy, Bradley Flowers, said when he was on the Power Producer’s Podcast with us that any time one of his people gets the same question twice, it automatically becomes a piece of content. They keep pads by there desks, pencils, and they just jot it down any time they hear that. It’s essential that you have evergreen content, and it’s not hard. Do something like this right here, start with video, and then move to audio. Then proceed to written. Get everything out there, because what I can tell you is, you can get so much out of one piece of content if you repurpose it correctly.

 

Email Validation

The fourth one I want to talk to you about is a website called MailTester.com. MailTester.com is where you can go and enter any email address, and it will ping the server to determine whether or not that email address is accurate. One of the most significant issues we have in the sales game is we can’t get the email on the right person, right? Well, what happens if you think you got it? Well, you got to MailTester.com, you put it in, and you’re either going to get a thumbs up or a thumbs down.

BONUS

Listen, I’m going to sidebar just for a second, right? I’m going to give you a tip. Don’t go for the decision maker’s email address. Don’t go for it right out of the box. Chances are the gatekeeper is not going to give it to you. So what you do is you play to the gatekeeper’s ego, right? You say, “Hey, look, I know you’re a good gatekeeper, and gosh, you’re best in class. The information I have for your company is critical, but I understand, you probably don’t want to give me the email address for the person who makes these decisions. I get it. Is it cool if I send this to you, and then you forward it on to them, so you’re filtering their email out from guys like me?” Guess what, 99% of the time, you’re going to get it. Then what do you do? You don’t send the email to the gatekeeper, you go to MailTester.com, and you play around with the email address, first letter last name, first name, whatever. And you put it into MailTester.com, and now you got the decision maker’s email address, and you’ve bypassed the gatekeeper.

Linkedin

That was a bonus. The other thing you have to do is you have to make sure you are using LinkedIn, and you’re using LinkedIn the right way. LinkedIn is a massive boost for anybody in the sales game, but here’s the problem, don’t sell on it. Don’t try and sell. Instead, you should engage, interact, and build relationships. Sales will come. How many times do you connect with somebody, and within 30 seconds, you have an automated message?  The message is saying, “Hey, I’m so glad we connected, I want to let you know I’m helping businesses in your area with things just like you do, and blah, blah, blah.

No. We don’t want that. And neither does anybody else. So don’t do it. Connect, interact, create events, create groups. Be a subject matter expert. Share your stuff. Share your evergreen content. Share content from other people. Comment on other people’s things. Comment on your posts. Do everything you can to build up your presence on LinkedIn and manipulate that algorithm.

Listen, some of this stuff sounds basic, but you’re not doing it. Now is a great time to slow down and look at all of the things out there that we’re not doing, add them to the regiment, make them a habit, and push our game to the next level for the foreseeable future. If you can do that, just these five simple things. You’re going to kill it in commercial insurance.

 

Insurance

Faith, Empathy, and Opportunity: How Lloyd Brown is Redefining Diversity and Purpose in the Commercial Insurance Industry

In every season of The Protege, one thing becomes crystal clear—success in the commercial insurance industry isn’t about where you start, it’s about who you become.
In this episode of the Power Producers Podcast, I sat down with Lloyd Brown, a middle market producer from Orlando, Florida, whose story is equal parts faith, resilience, and purpose.

Read More »
Sales

Why Being Liked Is Killing Your Sales: Mastering the Psychology of Closing

Salespeople are often taught to be charismatic, friendly, and well-liked. But as David Carothers and high-ticket sales expert Austin Medlin explore in their recent conversation, that mindset could be the very thing sabotaging your close rate. Austin, the founder of CloseSales.com, brings a fresh perspective from outside the insurance industry that perfectly aligns with what commercial producers face daily: buyers who need leadership, not another friend.

Read More »
Insurance

Service Over Sales: How Hospitality Principles Create Better Insurance Producers

That idea sits at the heart of a powerful conversation I had with Joe Hollier, better known as Mr. Hotel, on the Power Producers Podcast. Joe’s story is one that every producer can learn from. He started his career in hospitality, spent two decades working in restaurants and hotels, and eventually found his way into insurance. What he brought with him from hospitality turned out to be his biggest competitive advantage — the ability to understand people.

Read More »
Sales

From Fax Blasts to Trusted Advisors: Timeless Sales Strategies That Still Win Today

In the fast-paced world of commercial insurance, new trends and technologies seem to emerge daily. But some strategies stand the test of time—particularly when they’re rooted in deep client empathy, practical experience, and a commitment to legacy. In this post, we reflect on insights shared by Kevin Ring from the Institute of WorkComp Professionals during a recent Power Producers Podcast. Kevin joined David Carothers to honor the contributions of industry legend Preston Diamond and explore how his wisdom still applies in today’s sales landscape.

Read More »
Insurance

Authenticity, Hustle, and Humor: Redefining Success for the Modern Insurance Producer

The insurance industry isn’t known for flash or flair. Most people picture gray suits, paperwork, and words like “renewal,” “loss runs,” or “premium audit.” But a new generation of producers is proving that this business doesn’t have to be boring. They’re showing that authenticity, energy, and creativity can make insurance not only engaging but a platform for meaningful connection and career fulfillment.

Read More »

Responses

Test Message

Killing Commercial Login