The All Aboard Newsletter

Hey everyone, and welcome back to another weekly edition of the All Aboard Newsletter!

Hey everybody, and welcome back to another edition of All Aboard! This week, we’re diving into a topic that’s top of mind for many of you—how to increase your insurance sales without spending a dime more on marketing.

We all know how tight the market is and how advertising costs can pile up. But don't worry, there are still plenty of ways to drive your sales with just a little bit of effort.

Today, I’m going to walk you through four powerful habits that can help you get more sales without breaking the bank.

These aren’t quick fixes, but rather small, consistent actions that will compound over time to create massive results.

Let’s dive in!

4 Sales habits to DRIVE Revenue!

If the embedded link doesn’t work, you can access the video here: Click Me

For the best experience and most information, I highly suggest you click the video!

#1 - Ask for Referrals!

Referrals are extremely easy to get, so why do so many of us struggle to get them?

Generally speaking, its because people aren’t asking. And why aren’t they asking? Probably because they find it uncomfortable or just simply forget.

Its a classic example of something that is easy to do, but just as easy NOT to do.

But if you and your team can get consistent with asking for referrals, you can experience MASSIVE results.

Let’s break this down:

Imagine you’re making 100 sales per month (about five per day). At a 10% referral rate, that’s an additional 10 referrals quoted per month. If you close 37% of those (our 2025 close rate), that means an additional $1,700 in revenue each month, or $22,000 a year.

Not bad for just asking a simple question!

We’ve seen this firsthand at Peachy Insurance where we’ve recently aimed for a 25% referral rate—up from just 10%—and hit it by March. This effort will add around $7,000 a month in additional revenue.

The best part? It's scalable. The more your team asks for referrals, the bigger the snowball effect.

Note → In the video, I have actual graphical representations of this w/ real numbers!

#2 - Adopt a 3 Line Mentality

Two years ago, we made changes to how we approached bundling. Truth be told, we did it because our compensation structure changed.

The problem was that we were going to get paid significantly less money on mono-linee business.

We knew we had to change.

In 2022, we sold multiple lines of business about 50% of the time. In 2024, we finished the year bundling 91% of our new business with two or more lines.

So what changed?

That shift came from changing the mindset of how we quoted business from “bundle some of the time” to “quote three lines of business as often as possible”

Here’s the idea: When you quote three lines, even if one ends up ineligible, you’re still bundling the other two and avoiding a monoline household. One of the fastest ways to increase the profitability of your sales team is to go deeper into the households.

Our goal is to quote (and bind) about 2.5 lines per household. As it stands today, we’re making progress, but still have a long way to go.

The difference in revenue per producer per month at the levels of 1.5 lines per HH, 2.0 lines per HH, and 2.5 lines per HH is STAGGERING.

Note → In the video, I have actual graphical representations of this w/ real numbers at three bundling levels (1.5 lines, 2.0 lines, and 2.5 lines)

#3 - 10 or 1

10 or 1 is easily my favorite sales tactic.

I used it as a producer, and I have always encouraged our producers to use it too.

The goal is simple: When you’re ready to be done for the day, you make 10 more calls or quote 1 more household, whichever comes first.

It doesn’t mean that you stop right at 5pm sharp, or 5:30pm sharp, but when every person is respectively finishing their day, they do this. The result is almost always that you get the extra quote. Why?

Because people are finally off of work! And its no surprise, but those people are usually ready to buy.

Here’s the math: One extra quote per day can lead to 85 extra items per year. Imagine if your whole team did this! Those extra items can really add up, and it's a powerful way to close the gap between "good" and "great."

#4 - Schedule Your Text Messages

Scheduling texts is a game-changer that most agents are overlooking. This habit is easy to do, but it's also easy to forget.

By scheduling texts for follow-ups, quotes, and even future bundles, you’re setting yourself up for success months down the road.

DO YOUR FUTURE SELF A FAVOR!

You should be doing this for:

• Winbacks

• Requotes/Xdates

• Tickets/Accidents Falling off

• Future Bundles on Third Lines you didn’t close.

Take 30 seconds, schedule a text, and walk into quotes 6-12 months from now.

Wrapping It Up

These four habits—asking for referrals, adopting a 3-line mentality, practicing 10 or 1, and scheduling texts—are small things that add up to big results.

The key is consistency. If you can make these habits part of your agency's DNA, you're going to see a steady increase in sales without having to spend any more money.

Collectively, these four habits will add well over $100,000 in revenue to Peachy Insurance’s topline, and thats a good thing….

Because we need to make up the $450,000 in commission we lost with the cuts we took in 2025.

Remember, these are habits, not quick fixes. They take time and discipline, but the payoff is real.

And if you need some help getting these habits into practice with your team, reach out!

We offer sales training through Next Call Club and would be happy to work with you to make these habits stick.

Thanks for reading! Until next week, take care and stay focused!

Three ways I can help you:

1.) If you need leads, calls, or data analytics - We’d love the opportunity to show how Next Call Club can help you grow faster and more profitably than before. We’re ready for the TCPA changes and can help you be ready too!

2.) Looking to scale in 2025? Maybe you’re shifting your strategic direction. Want a person you can work through plans with? Lets talk about 1:1 Consulting for you and your agency!

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As always - Thank you for the support! I’m looking forward to bringing you insights, ideas, and actionable strategies multiple times per month! If you enjoyed this newsletter or it gave you value, please consider sharing it with a friend!