My question for you today is: what do you do to memorialize your victories so that you can go back and reflect on them later to remind yourself why you won? I have a very specific thing that I do, and I’m going to share that with you today.
If you’ve been following me for any length of time, you know that I am a huge believer in learning from winning. We talk so much about failing forward, and I understand. There are no losses, just lessons and all of the other stuff that highly motivational speakers will speak to you about. But there’s something to be said about learning from your wins just the same. If you don’t know why you won and how you can replicate that again, then chances are it was just luck.
I have a very, very proven process that I use to learn when I win. My approach isn’t anything overly extravagant or sexy, but it’s functional. See, I keep a copy of every agent of record letter I’ve ever gotten in my entire career. I keep them in a three-ring binder, and when I hit a little bit of a dry patch or maybe to remind myself that I’ve won some really good accounts, I’ll sit down. I’ll flip through it. I’ll look at the company name. I’ll look at the name of the person who signed the agent of record letter, and then I’ll remind myself of the process. Of the buyer’s journey that I took that person through. Of the education that I gave them. The wedges that I drove, and ultimately, how I went about asking for the order.
But there’s one other thing you have to do that I wasn’t doing early in my career. I think that you need to memorialize your wins in a three-ring binder of agent of record letters, or you could even do deck pages of account if you want to calculate insurance premiums as your benchmark. It doesn’t matter. But the other thing that you have to do is ask, why? Why did I win? Why did you decide to hire me? What did I represent to you at the point of sale that led you to trust me more than your current agent? What did I say at the point-of-sale that convinced you and pushed you over the edge? What intrigued you specifically about the value proposition that we represented that led you to believe that we have something that you’re not currently getting? You have to ask these questions because you may have said one thing different in a meeting that you’d never said before, and that’s what led you to get that account.
Memorialize your wins. Go back and reflect on them. Ensure that you’re regularly going back to remind yourself of each of those victories because it will breed further success as you push forward in your career. If you can make time, once a quarter, to sit down and reflect on what you’ve accomplished, you’re going to replicate your success and absolutely kill it in commercial insurance.
As commercial insurance agencies scale, especially in the middle-market space, the producer mindset that got the business off the ground often becomes the very thing
The commercial insurance industry is undergoing a transformation, especially for agencies working in the middle market. As traditional models face increasing pressure from rate hikes,
The insurance industry has changed drastically in recent years, with one of the most significant shifts being the rise of the remote workforce. While remote
The insurance industry is at a technological crossroads. For decades, operations have been fragmented, with multiple systems, manual workflows, and siloed data defining how agencies function. But the rise of artificial intelligence (AI), cloud-based CRM, and integration tools is ushering in a new era—one where automation, real-time insights, and seamless client experiences are possible.
The challenge of recruiting and retaining top-producing talent has pushed many agency principals to rethink how they reward long-term performance and loyalty. One of the
As the commercial insurance industry continues to evolve, independent agencies face mounting pressure from large brokerages that have the financial horsepower and digital infrastructure to
Please confirm you want to block this member.
You will no longer be able to:
Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.
Responses