Leo Insurance Podcast | Episode 1: Building a Winning Sales Process for 2025 with Kelly Donahue-Piro

Welcome to the Leo Insurance Podcast! In this episode, we’re diving deep into how to build a winning sales process for 2025—a topic that’s more relevant than ever for insurance agents looking to grow and succeed in a changing market.

The host - Liri Halperin Segal, the CEO and Founder of Leo. Joined by -  Scott, our SVP and a mentor to so many agents in our network.

Kelly Donahue-Piro, Founder and President of Agency Performance Partners (APP). Kelly is known for helping insurance agencies grow and thrive with proven strategies, making her the ultimate agency owner’s best friend. About Leo - the number one sales platform for insurance agents. At Leo, we help agents scale their businesses and connect with the right prospects, and through this podcast, we’re here to share actionable insights from top industry experts.

We’ve seen what works, what doesn’t, and we’re bringing you the best strategies to help you sell smarter and grow faster.

👉 Click here to watch the full episode!

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What You’ll Learn in This Episode:

✅ The biggest sales challenges insurance agents face today—and how to overcome them

✅ How to create a repeatable, scalable sales process that works in 2025

✅ The top mistakes agencies make when prospecting (and how to avoid them)

✅ Creative marketing strategies that drive real results

✅ How technology and AI can help streamline your sales efforts

Key Takeaways from Kelly Donahue-Piro

Kelly brings years of experience helping insurance agencies refine their processes. Some of the top insights from our conversation include:

🚀 Sales is a process, not a one-time event – Successful agencies don’t rely on luck; they have structured strategies that are followed consistently.🎯 Personalization is key – Agents who truly understand their clients' pain points and tailor their messaging accordingly see better conversion rates.📈 The power of follow-up – Most agents give up too soon, but the best ones know that persistence wins deals.🧠 Mindset matters – Staying motivated and inspired is just as important as having the right tools.

From the podcast

Rapid-Fire Questions with Kelly

We wrapped up the episode with some quickfire questions to get to know Kelly even better:

1. What’s one piece of advice you’d give to new agents entering the industry?“Get comfortable with rejection, stay consistent, and never stop learning.”

2. How do you stay motivated and inspired in your work?“Seeing the impact we make in agencies keeps me going. Watching agents implement our strategies and succeed is incredibly rewarding.”

3. What’s the most creative marketing idea you’ve seen an agency implement?“There was an agency that used personalized video messages to follow up with leads. It made a huge impact on engagement and conversions.”

4. Can you share a book or resource that’s had a great impact on your career?“‘Atomic Habits’ by James Clear—it’s a game-changer for anyone looking to build better habits in business and life.”

👉 Want to learn more about how Leo can help you optimize your sales process? Book a free 30-minute consultation with our team or start a 14-day trial.

Click here to start the free 14-day trial