I got started in the insurance industry when I was 19 years. My father has been in the industry for the last 30 years. I was raised around the industry, and I never thought I would be in the industry myself. 

For several years, I did insurance until one day; a Mid-Missouri peer called me to help train insurance agents to better their door-knocking skills. After that day, I realized that I found my passion for training other insurance agents. 

While I started transitioning into training insurance agents, I began posting videos on YouTube. For weeks and months, nobody was watching. A year and two years in, I was hitting small milestones. Eventually, I got to the point where people were reaching out to me – the demand started to come in. 

I started realizing how to fulfill the demand that our market needed. Little by little, I started building our business and our brand. 

You have to remember that when you’re looking at other people’s lives, you can’t look at their chapter 40 and your chapter 5. 

Everything that we do in our office is essential.

If you haven’t listened to the start of my story, then you need to right here: https://bit.ly/3ik7VEx.

Top Strategies for Customer Retention

a header image that says "top strategies for customer retention."

It doesn’t do you any good if you aren’t keeping any of your sales. Customer retention is a HUGE part of why agents are so successful in the business. 

Send a Thank You card after making a sale with a personalized connection. 

Send out a monthly newsletter or an email with an update on your life and product announcements. 

A Birthday card makes a simple yet effective way to be intentional with your clients. 

Two of my peers local to me plan a customer appreciation event every single year to foster LOYALTY. 

Add your clients on social media where you will be able to engage socially with them and send them a video on Facebook on their birthday. Something as simple and kind as this will increase the engagement on your socials, and you’ll create a bond to keep your customer retention.

I hope that these tips work and I can’t wait to see how you use them! 


Good habits can transform your career and sales.

I like to check in with my sales team every single day. With daily training and growth, I have been turning good habits into sales. 

I had my sales team sit down and break down the different tips and opportunities available.

By creating good habits with routine, eating healthy, drinking your water, and working out, you can increase your sales. Leaders train, make sacrifices, and they work hard. 

In the insurance industry, we are given the promise of freedom, but what we do with that freedom that determines our earnings. By being clear on training, work ethics, and where we’re going, we can put ourselves in a situation we want to be in. 

Below I have listed my game-changing habits that successful people to increase your sales.

  • Forward thinkers
    • Looking towards the future and the next goals
  • Great habits
    • Eating healthy
    • Drinking water
    • Working out or moving their body every day
    • Focusing on energy
    • Creating a positive routine
  • Training
    • Focus on growth and working towards goals
  • Working hard
    • Driving home what they are working towards every day.

We are constantly making changes within the business to pivot in the right direction. We retain our focus on the future while trying to future our present. I promise if you watch my videos, enroll in my sales training, and put this work into practice, that YOU will see an increase in your sales. Click here to watch the video/