Wherever you are in the lifecycle of your agency, it’s worth your time to do periodic agency evaluations. Each time you engage in the process, it can be helpful to narrow your focus and think about a different topic—things like the usefulness of your website or how you train new Read more…
In the last 20 to 30 years as technology has developed, the insurance industry has seen huge changes on just about every level. A roomful of actuaries scribbling with sharpened pencils has been replaced with the hum of a computer. Filing cabinets full of paper have been converted to a Read more…
The 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 the professional development of their staff. Here’s how to get Read more…
It’s a great feeling when a potential new customer calls you to ask about buying insurance instead of the other way around. Referrals can save you time and energy and have a higher likelihood of converting than cold calls. Because a referral is an especially valuable lead, it’s worth thinking Read more…
If you’re an agency owner or higher-up with multiple insurance sales agents under your purview, you’ve got three clear charges: Ensuring that your team is working toward the same goals. Providing quality training and continuing education. Determining how to best arrange your team to maximize talent and abilities. This means Read more…
No matter how well you treat your clients and provide them with great service, you are going to see attrition. They’ll leave you for a variety of reasons, most of which you’ll have no control over—cheaper rates, better coverage, relocation, a change in their life circumstances and so on. Because Read more…
Whether you’re part of a larger insurance agency with multiple employees or a one-person shop, it’s essential to know which direction you want to take your business. For a solo practitioner, making a point to do this can give you something to strive for. With a larger staff, it has Read more…
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 old. According to the Pew Research Center, as of 2019, Read more…
Social 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 that can help you get the word out about your Read more…
The 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 the professional development of their staff—both agents and others in Read more…