State Farm Agent, Pat Dickey, shares his secrets on how he grows his agency and continues to provide top-notch service despite losing multiple staff members.
Pat Dickey has been part of the State Farm family since 1988, when he was first hired as a licensed team member by his older brother, Agent Jim Dickey. Since then, he has successfully served in various capacities within State Farm, including as an Agency Field Consultant, Agency Field Executive, and Agency Sales Leader.
In the Fall of 2015, Pat returned to personal production by opening his State Farm agency in the northern suburbs of Pittsburgh.
Some of Pat’s recent achievements:
State Farm’s Ambassador Club - Exotic level 2021
Top 100 State Farm agents nationally in Life Premium
PA market-area Investment Planning Services leader
2022 Million Dollar Round table membership with over $234,000 in total MDRT premium credits for 2021.
Pat attributes much of his tremendous success in life and financial services to his consistent practice of holding bi-annual virtual IFRs with customers via State Farm’s “Good Neighbor Connect” platform and using Engagex as his preferred outbound appointment scheduling partner.
What You'll Learn
You’ll hear about his unique value proposition as a State Farm Agent and why he’s so passionate about regular, virtual meetings with his existing State Farm customers.
He’ll cover his Customer Insurance Review appointment preparation process, including,
Pulling customer lists
Outsourcing appointment scheduling to Engagex
Reviewing customer coverage
Preparing documents for the meeting
Setting up the virtual appointment utilizing State Farm’s Good Neighbor Connect
Sharing documents with his customers through State Farm’s Good Neighbor Connect
Join us for just an hour to learn how you can increase capacity at your agency, better service your customers, and cultivate sustainable growth by having virtual Simple Conversation appointments with your existing customers - even when you're low on staff members.