Starting out in the insurance business in 2008, Craig quickly learned he needed to implement a strategy for running a successful insurance agency. He developed a winning strategy which he then developed into an agency to help struggling businesses to efficiently recruit, hire and train LSP’s. Craig believes that cutting edge technology is a key component to running and effective insurance agency. Automating as much of the CRS and lead management work will free up more time for focusing on client needs.

In this exclusive webcast with DYL, you'll learn his methods for:

• Avoiding "price talk"

• Building a transparent and accountable team

• Creating new business through lead generation & referrals

• Hiring funnels

• 7 step Trusted Advisor Framework vs. Traditional

• Writing more policies with minimal effort

• Sales process automation

• Shifting focus (both clients and staff)

• "Hot seat" training

• Building "black belt" level team members

Features - DYL’s Virtual Office System Helps You Get the Job Done:

• Easily schedule calls with new clients with DYL’s calendar scheduling feature

• Appointment reminders help confirm upcoming calls with your client’s

• Use SMS and email marketing to keep your customer’s updated with important forms, pictures, and links to help them learn more about your insurance products