Expert advice to help you elevate your communication, marketing, planning, and closing skills.
Using generational data to sell to prospective insurance clients is a great way to make connections and get your foot in the door. By the start of 2020, Millennials, born between 1981 and 1996, will be 23 to 38 years...
Read moreSocial media can be a great way to recruit talented insurance agents. You can use it to advertise open positions, look for great candidates, get connected with agents looking for opportunities and more. Here are a few tips and tricks...
Read moreThe success of your business depends on your team members – so why not invest in proper coaching, training, and mentoring? One of the less-talked-about ways that insurance agency owners and leaders can improve business is by paying attention to...
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What’s worse than attending a boring meeting? Leading one. Whether you’re in charge of an occasional team huddle, convening your salespeople every week, or an annual state-of-the-agency get together, you want it to be informative and motivating, both for your Read more…
Prospecting is one of the most important ongoing tasks of an insurance agent. It’s like exercising—you may not always feel like it, but it sure feels good after you’ve finished, and it’s the only way to keep yourself healthy in Read more…
At face value, insurance rate increases aren’t fun for anyone. They can make your clients feel annoyed, angry, or even fearful (“If I can’t afford to pay for this, could I lose everything?”). As an agent, it can also put Read more…
While it’s true that every client is unique, you’ve probably noticed some patterns emerging over time. That’s why it can be helpful to think through your most successful closing moments and create a menu of techniques based on customer types Read more…
The world of social media can be a bit daunting. On one hand, you may feel very conversant with it in your personal life as you stay in touch with friends and family, keep up on current events, follow celebrities Read more…
What’s worse than attending a boring meeting? Leading one. Whether you’re in charge of an occasional team huddle, convening your salespeople every week, or an annual state-of-the-agency get together, you want it to be informative and motivating, both for your Read more…
It’s going to happen at some point—you’re going to lose customers. The reasons can vary widely, from things that are outside your control, like premium increases, to processing errors made by a staff member, or personal gaffes like unintentionally offending Read more…
