Avoid These Common Mistakes
What Trips New Agents Up — and How to Stay on Track
You don’t need to be perfect to succeed — but steering clear of these early pitfalls can save you time, money, and frustration.
Mistake #1: Waiting for “Perfect” Readiness
Some agents hesitate to get started because they feel like they don’t know enough yet. The truth is, no one feels fully ready at the beginning — and the best learning happens while you're taking action. Tip: Start with what you know, lean on the script, and ask questions when you get stuck.
Mistake #2: Ignoring the Script
Winging it might feel more natural, but scripts exist for a reason — they help you stay focused on communicating value rather than listing features. Tip: Practice the script until the words sound like your own, and then follow its flow during your calls.
Mistake #3: Overexplaining the Product
Clients don’t need an insurance degree — they need peace of mind. Overloading them with details can create confusion and stall the sale. Tip: Sell the solution, not the specs. Focus on how the product will help meet their specific needs.
Mistake #4: Not Following Up
Many new agents either forget or feel nervous about following up. But most sales happen after the second or third touch — not the first. Tip: Set reminders, follow up respectfully, and remember: “not now” doesn’t mean “never.”
Mistake #5: Focusing Only on Leads
Leads are important, but they’re not a complete business plan. Relying solely on leads without building skills, confidence, or momentum can quickly lead to burnout. Tip: Use leads wisely — but also focus on developing habits, learning your script, and building real conversations.
Mistake #6: Treating This Like a Job, Not a Business
Clocking in and out with an employee mindset won’t take you far in this business. You’re building something bigger — and that takes ownership and initiative. Tip: Own your schedule. Track your numbers. Learn something from every day.
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