1 rich Libsyn https://www.libsyn.com 90 600 In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos. Kelly discusses the four agency processes that your agency should invest in. Episode Highlights: Kelly shares how to handle a client cancellation. (1:28) Kelly mentions a significant factor when someone calls in to cancel. (2:44) Kelly gives a couple of tips on how to prevent a cancellation. (3:42) Kelly shares the second process: personal lines endorsement checklists. (6:46) Kelly explains some important tips when working on a checklist. (7:33) Kelly gives us the third process, which every agency should invest in. (11:32) Kelly shares the final process: how to set goals for your agency. (15:46) Key Quotes: “One of the things that everybody's empowered with is ways to stop the cancellation. At the end of the day, just a few tips and tricks can go a very long way.” - Kelly Donahue-Piro “I'm a firm believer that we need checklists for as many things as possible. Even if we've been doing it for 20 years, this is where mistakes happen.” - Kelly Donahue-Piro “At the end of the day, a small investment in this can really pay off. When we work with agencies and put a new producer on this, the skill set of leaving the voicemails and getting proactive makes a huge difference.” - Kelly Donahue-Piro Resources Mentioned:&amp;nbsp;&amp;nbsp; Kelly Donahue-Piro LinkedIn Agency Performance Partners The Ridiculously Amazing Insurance Podcast http://agencyperformancepartners.libsyn.com/website <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/19330889/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/104601986