Terry Grier took an interesting path to becoming an insurance agent. He didn’t have a familial connection to the industry or a burning desire to be an insurance agent. However, though his bachelor’s degree from Louisiana State University is in general studies, he knew he had an entrepreneurial spirit.
After college Terry worked for an employment service as an account executive eventually working his way up to area manager. He then spent seven years at UPS in various sales roles managing accounts that ranged in size from small to very large.
These two jobs taught him lessons he would need in the insurance industry. First, the art of the double sell, i.e., selling the prospect on a carrier and the carrier on the prospect. Second, the use of aggregated data for decision making.
In 2012 when UPS was requiring more travel from him, Terry looked at his best friend Jason Matison, who is a partner at Strive Insurance, and the business he was building. He wanted to do the same.
“I took a leap of faith in myself and joined Strive Insurance. It has been the most rewarding and hardest job of my life.”
This is the way Terry Grier works.
I live in Cedar Park, Texas, which is a suburb of Austin.
Agent with Strive Insurance Group.
One word that describes how you like to work.
Current mobile device:
iPhone 6S. I am an Apple guy. More iOS and I have my eye on the iPhone X.
Dell XPS 13 for a windows 10 machine. It is the best laptop I have owned.
Project(s) you’re currently working on:
Getting my website and YouTube channel up to speed. I am trying to produce a video and blog post per week.
What are your goals for the next 12 months?
My goals are written and clear.
Health – I have been on a weight loss journey, and I want to complete the journey. My goal is to lose 80 pounds.
Financial – Write $400,000 in new premium.
What are your biggest professional challenges?
Keeping my intensity up each and every day. The term decision fatigue... It is real.
What do you like most about your job?
That my daily actions are closely tied to my income.
Aside from your phone and computer, what gadget can’t you live without and why?
My Airpods. I put them in my ears, and I never think about them. For listening to music, texting via Siri, and making or taking phone calls. The best Bluetooth headphones around.
Also, my Bullet Journal, which is always with me. The Bullet Journal would take too long to explain, but I encourage anyone who likes to write things down to explore it.
What are the top three apps you use on your phone?
Pipedrive, Dayone (Journal App), Film Maker Pro (of course social)
Describe your workspace.
I work from my home office at my standing desk.
How do you manage your to-do list?
My beloved Bullet Journal.
What’s your best time-saving tip or hack?
Time block. Write down everything you should do in a week. Put a time amount beside it. Tally it all up, and see if you are even realistic. Modify. Then time block. Do not go easy on yourself. Do the work.
What’s the first thing you do when you get in the office?
First, make 10 calls, and review my funnel.
What is your best everyday habit?
Journal positive thoughts.
What do you listen to while working?
Radio Paradise. This is the best gem in this whole write up. He has phone apps and Alexa skill too.
What are you currently reading?
21 Secrets of Million Dollar Producers by Stephen Harvill
What’s your favorite blog and/or podcast?
Daring Fireball. I enjoy his Apple information and whit.
99% invisible podcast.
And, a hat tip to Insurance in Your Own Words by Joey Giangola (now at Agency Nation Radio).
Favorite social network?
Night owl or morning person?
Morning. I do my best work in the morning.
What are you watching on Netflix right now?
Nada. If I were not married, I would not own a TV. But, I sneak in episodes of the Peaky Blinders.
How do you decompress?
Swim laps, long walks (3-5 miles), and fishing in my neighborhood pond.
What gets you out of bed in the morning?
Excited to get to my day.
Who are your business idols and why?
Gary Vaynerchuk because he is real. He is an internet mega star now, but he was just a guy. He saved his money and worked his butt off.
Michael Maher. Through his book he taught me how to communicate and be generous. I cannot recommend this book enough for any insurance agent. And, if you are reading this and want to discuss, let me know. I will be happy to help you implement his system.
What’s the best advice you’ve ever received?
Give value first.
If you could switch jobs with someone, who would it be?
No one. I love the journey.
Who would you like to see in a future This is the Way post?
Sean Mooney and Raul Campa.
The This is the Way blog series asks ITC employees, agents, carriers and other people in the industry how they work and to share their tips. Is there someone you want to see featured or questions we should ask? Tweet us or leave it in the comments below.
About the Author
As senior vice president of sales and marketing, Becky Schroeder oversees ITC’s sales and marketing departments. Her specialties include creating and documenting processes; establishing metrics for managing those processes; developing content strategy and generating leads; and driving the overall company sales and marketing strategy. Becky was named an Elite Woman in Insurance by Insurance Business America in 2016. She has a master’s degree in integrated marketing communication from Emerson College in Boston and a bachelor’s degree in journalism from Texas A&M University. Becky is a big Texas A&M football fan and enjoys cooking, reading and spending time with her husband and their three daughters.Follow on Twitter More Content by Becky Schroeder