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…
Selling isn’t a singular skill. Instead, think of it as a puzzle, composed of several tools that allow you to be adaptive and effective in finding leads, turning them into prospects, and closing the deal. But what makes up a great salesperson? We’re breaking down the top 10 skills that Read more…
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According to international data measurement firm Nielsen, trust is key for consumers looking to make a purchase. When they feel it, they buy. When they don’t, they look elsewhere. Trust can be especially important when selling a product like insurance, which exists to protect some of the things that people 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…
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 attendees and for you. If it’s been a while since 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 the long term. When it comes to prospecting for new Read more…