Managing Your Insurance Team Remotely A month ago, it may never have crossed your mind to have a team that worked remotely. Now, it’s imperative. Whether you’ve been headed toward offering flexible options for a while or working from different locales is a new concept, there are ways to keep Read more…
The Why, How and What of Social Media for Insurance Agents Most of us are familiar with social media and use it in our personal lives, catching up with old and current friends on Facebook, following our favorite entertainers on Instagram or keeping up with current events on Twitter. These Read more…
Hanging onto insurance customers can be tough. Sometimes a client will leave you for a random reason—their best friend just became an insurance agent, and they really want to be supportive of her new business. Or maybe they’re selling their home and cars and moving to another country. More commonly, Read more…
Listening is the cornerstone of most relationships, whether it’s with your partner, family, friends, business associates or your insurance clients. Listening well can build rapport and confidence while failing to listen can cause misunderstandings and schisms. In the insurance business, great listening will help you build long-term, trusting relationships that Read more…
Think back to the last time you met someone and immediately felt at ease. What was it that made you like them instantly? Conversely, what about the person who triggered distrust or dislike—what was it that caused such a strong negative reaction? It could be based on their, and your, Read more…
It’s universal: existing customers are an excellent source for future sales. You don’t have to spend time, money or effort to find them, establish a relationship or onboard them as clients—that work is already done. All you have to do is retain them as customers in order to sell them Read more…
The topic of digital marketing is vast because it can involve many different mediums. Think about all the ways you interact with the world digitally: browsing social media, reading blogs, sending and receiving emails, searching websites, downloading apps, etc. For each one of these digital channels, there are multiple ways Read more…
Imagine you don’t work in the insurance business. Picture yourself as a dentist or an electrician, and now it’s time for you to shop for and purchase insurance. What would your experience be like? Do you know? Try calling your agency’s phone number or have a friend do it and Read more…
Prospecting: an unavoidable part of an insurance agent’s job. New agents need to do a lot of it to build their clientele, and experienced agents with large books need to replace clients lost to attrition if they want to maintain or grow their agencies. Here are three tried-and-true tips to Read more…
In the digital world, visibility is key, especially in an industry like insurance where the competition is fierce and you’re forced to fight for your clients’ attention and business. How do you stand out from the crowd? How do you make a good first impression and encourage insurance-seekers to reach Read more…