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In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Jason Kilgo, Founder of KilGO Insurance. Jason talks about how they treat their clients, providing the best rate with a good policy, and making sure their clients are satisfied. Jason also shares how his team has been working remotely even before the quarantine and how he manages Zoom meetings with clients.

Episode Highlights:

  • Jason explains where he came from, and how he got into where he’s at today. (17:03)
  • Jason shares how he met Warren Buffet. (19:47)
  • Jason shares one thing he learned at the shareholder meeting. (24:04)
  • Jason shares why he chose the insurance business. (24:41)
  • Jason says that he got a big ego and a lot of ambition personality in his early 20’s. (26:17)
  • Jason shares what makes him do mortgages. (27:19)
  • Jason shares why he decided to get back into insurance. (29:26)
  • Does Jason ask everyone if they’re delighted at the end of the call? (30:15)
  • Jason says that mortgages really gave him flexibility and entrepreneurship. (33:25)
  • Jason talks about his strategy. (34:02)
  • Jason says that if you call his company, you can expect the best rate with good policy coverage. (35:28)
  • How often does Jason normally work from home? (43:21)
  • What are the things that Jason looks for when he’s at meeting with loan officers in terms of partnering? (44:28)
  • Jason thinks that having a survey is important. (55:03)
  • Jason shares how they treat their clients. (56:53)

3 Key Points:

  1. Jason learned how to perfect sales calls to capture the business on one or two phone calls and move to the next and still build a personal relationship and keep it going throughout that client’s experience
  2. Jason and the staff are doing a lot of role plays and meetings. Jason is always in communication with his sales staff to know what’s going on.
  3. Jason wants to make sure on every call that they touch the heart of the referral partner, everybody along the process and everyone along the journey  

Tweetable Quotes:

  • “If I’m going to sell something, I want to sell something that’s a need. I don’t want to sell a want.” – Jason Kilgo
  • “The number one thing for a culture of what people want out of a job is they want freedom.” – Jason Kilgo
  •  “I think we’re good, but we could be better” – Jason Kilgo
  • “I feel like every job has been a great stepping stone to where I am now.” – Jason Kilgo

Resources Mentioned:

The Power Producers Podcast where we are refining and redefining the sales game.

Kyle Houck

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