Three Tips for Agent Success

Category: "Inspire" Stories

Date: February 4, 2022

New Integrity Partner Senior Insurance Marketing puts their Agents first. On a recent episode of the “Inspire” Podcast, new Managing Partner Kristi Roth shared three simple tips she’s used over the years to help motivate her Agents and fuel their success.

Tip #1: Agent motivation must come from the heart. Be it through their open-door policy or frequent in-person visits, agents know the Roths are always available to help.

Tip #2: Anticipate Agent needs. With their headquarters in Lincoln, Nebraska, many of their Agents are driving long distances to meet with clients. To help those Agents, Kristi assembled an “Agent survival kit” for their cars just in case anything happens while out on the road.

Tip #3: We’re all on the same team. As a former college athlete and current volunteer referee, Kristi understands the power of teamwork. Because of that, she uses that spirit of sportsmanship to engage Agents and foster their success.

We love it when our partners teach us new ways to build up Agent support and be there for our teams. It was great to have Kristi on the podcast and we hope that you’ll check out the rest of the episode to learn about her secret weapon for Agent support: compassion.

Related Posts

More than A Team

As an industry leader and Co-Founder of JK Financial, Jeff Kaufman has built a career centered on serving others. Whether guiding clients, mentoring colleagues or giving back to his community alongside his wife and business partner, Kim, Jeff has always believed that meaningful success comes from helping people reach their potential.   That same philosophy..

CONTINUE READING

Acts of Service

Zig Ziglar said, “You can have everything in life you want, if you will just help enough other people get what they want.” For Kim Kaufman, Co-Founder of JK Financial, those words are more than a favorite quote. They’re the foundation of how she leads, serves and gives back. Whether she’s helping advisors grow, supporting..

CONTINUE READING

Perseverance Powers Growth

When David Burns, Co-Founder and President of Retirement Health Solutions, found himself feeling stuck despite years of business success, he decided to take on a challenge that would push him far beyond his comfort zone: an Ironman. What started as a personal goal became a powerful reminder that growth doesn’t happen when things are easy…

CONTINUE READING