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.


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/


a picture of someone tapping on their cell phone

If you’re interested in bettering your phone calls and sales, these five things will improve your ability to convert over the phone.


From the Hello to the Thank you, you need to be prepared every step of the way. With a higher skill level, your agents are going to be able to convert more sales. I’m passionate about phone sales, and if you have the right training, you can too.

Quip your clients with what to do, when to do it, how to do it, where to do it, and why to do it. Providing training videos and calling scripts is crucial. Being able to help your agents overcome objections so that they understand the entire sales process will give them everything they need.


Resources are important. You need to be able to handle live transfers, various ways to gain leads, and what to say during your introduction.  

Harvard says the first 4 seconds of the call is POWERFUL to make sure you convert the sale. I believe even the first 60 seconds are paramount.

While you have similarities between face to face and over the phone, there are differences, and being prepared with what you need to know and what you’ll be able to pull out from training will help you convert people over the phone.


Marketing is just as important as the others. Where are you getting your leads, what do they look like and where are you getting them? 

I’ve created Telesales Mastery Members to help you better understand telesales and assist you on what leads you should be using. In my group, I provide discounts with vendors and marketing companies.


You want to be able to have technology that works for you. Creating a pipeline that acts like a funnel that can help you dial, move a lead forward, close them as a sale, or follow up with them is essential. 

In Telesales Mastery Members, I offer discounts on headsets, dialers, calendar pieces, CRM’s and more. 


You want to take all of the questions out of your setup with a carrier. Understanding what is popular when it comes to sales, what electronic apps do they offer, what the process looks like, and how many carriers do you need?

Using a popular carrier and understanding the process will only help you succeed.

These five things that you need to sell insurance over the phone will help you get started. Want to learn more, call my office or join Telesales Mastery Members here.



In my Free E-Book, I have provided some of my tips and tricks to help you master your calls.

Making these simple adjustments during your phone calls is going to make a huge difference.

First, instead of saying, “Hello, is this Betty,” say “Hello Betty.” By confidently saying their name, you eliminate any thought of being a telemarketer or a salesperson.

Second, use your first name. By not providing your last name or company, the conversation flows easier, and this doesn’t give them an opportunity to interject or try to leave the call.

Third, don’t ask what everyone else does – don’t ask how they are. You don’t know this person, and you don’t care how they are. Don’t make small talk that makes both people uncomfortable.

Fourth, don’t pause. By pausing, you’re waiting for them to take control of the conversation. Have your thought process completed before you get on the call. You will sound more confident, and you direct what is being conversed with.

And finally, sell a “drop-off” time. By only dropping something off, have the opportunity to get face to face with them, and they aren’t worried about you trying to sell something. 

Give these calling tips a try and comment below your thoughts. How did this work for you? Have you done any of these before? 


Are you comfortable with sales calls? Do you do the same routine with every single person? 

I’m here to tell you I change my calls up, person to person, but my routine is the backbone of each call. 

First, I start with the Warm-Up – I get to know them and build rapport. Both of us chat so that we get to know each other. Using either FORM or FORD gives you advice to create a topic. FORM: Family, Occupation, Recreation, then into the Message. FORD: Family, Occupation, Recreation, and Desires. 

Second, I get into my fact-finding. I share my money-bag presentation. I ask questions that I will be able to assist with during my presentation. The goal is then to give a long term solution. 

Third, I present and close. On my YouTube channel, I have produced videos with presenting and closing ideas. Also, I have personalized training for companies or one-on-one to give you more advice in this area. I touch on five benefits that I am going to help them solve and then pick three that will be the best options. Please make sure that it’s engaging along the way and they are saying yes. 

I provide in order the plans from largest to smallest. I also have nine trial closes ready to banter back and forth to see where they might be most interested.

Finally, I do my cool down where I bring the client from business to chatter. You want to confirm the client saw value in what you’re selling and ask questions. Then you will explain what happens next. This is the time to ask for a referral. For the next five to ten minutes, slow down and chat so when you get off the phone, they aren’t thinking of the sale but rather that you were so kind and got to know them.

If you are more interested in my specific techniques or direct examples, make sure to look into either my Success Society or my Sales System. I have a ton of options for how I can assist you through your insurance agent career.