Jeff Teschke

saw many of my insurance agency friends struggling to understand and use the web, apps, and digital marketing. He wanted to do something about it, so Forge3 was born!

Today, their ActiveAgency website platform is the highest-rated, fastest-growing solution in the insurance industry, powering well over 1,000 agencies across the country and around the globe. Powerful sales tools and servicing features like Clickable Coverage, Hello Producer, and Video Proposals enable insurance agencies to look amazing, get found, sell more, and service better.
But they’re still just getting started.

Don’t Wear Sweatpants to a Wedding! Brand Better for Weekly Leads

Host and headmaster Jim Schubert is thrilled to invite you to today’s informative and resource-abundant conversation with Jeff Teschke, founder of the highest-rated, fastest-growing web solution in the insurance industry. Today’s discussion will touch on the three major points of AGA: branding, marketing, and agency operations, outlining the absolute criticality of a well functioning and visually appealing website and providing the game-changing impact of an integration with ActiveAgency. 
How many times are people looking at what you've put out there? Are you wearing sweatpants to that wedding?

3 Key Takeaways

  • Reputation is key. You wouldn’t wear sweatpants to a wedding, so don’t let your agency look sloppy through its public access points, either. 
  • ​Video proposals have rocketed since COVID and are here to stay. Consider this option for potential clientele. 
  • ​Why not tailor to web user preferences? If your clients prefer live chat over phone calls, you need to give them that option, even if you don’t prefer it. 

Listen To The Full Episode Below

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Episode Show Notes

[0:00]Go to agentsgrowthacademy.com/stories to get a free framework for how to tell client stories to gain better business

Jim introduces today’s guest and shares his bio and origin story

[4:25] Jeff explains the why behind Forge3’s name

[6:05] What did Jeff mean by “Don’t wear sweatpants to a wedding?”

[10:40] Jeff tells of a pivotal moment where he realized agents didn’t know what they were doing and needed his help

[13:13] What is Active Agency and what can it do for agencies that already have a website but aren’t getting the results they want?

[15:45] Let’s look under the hood: what makes Active Agency different?

Make sure you have a website with a good design but also works well
What is clickable coverage?

[24:00] Jeff shares the importance of your video aspect

A video proposal is really simple

[25:55] Active Agency is hosting an integration with Rocket Referrals (a former guest on AGA!) available to you!

Have a live chat, especially if that’s what customers are showing a preference for

[39:10] Jeff shares his parting words about their web demo and available resources

[40:40] Jeff goes through AGA’s rapid fire question round

Resources

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