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Pro Tips

Featured

Training New Agents

How is Just as Important as What Whenever you onboard a new agent, there is a period of promise and opportunity. For them, it’s a shot at earning a good living and helping consumers meet a need. For you as the agency owner or manager, it’s a chance to see Read more…

By Susan Knudten, 6 days2 weeks ago
Featured

Projecting Income as an Insurance Agent

Learning to Live on Commission For salaried workers, projecting finances can be oh-so-pleasantly straightforward: I earn X dollars per month. I subtract Y dollars in fixed monthly bills. Z is the remaining amount that I’ll have to save, invest or spend on special purchases. Most insurance agents don’t have that Read more…

By Susan Knudten, 2 weeks ago
Featured

7 Steps to Better Time Management

Creating Structure for Independent Agents For many independent insurance agents, part of the upside is freedom from other people’s rules. When you work for yourself, there are no tedious expense forms to fill out and get approved by a bean-counting CFO, and you don’t get side eye from your colleague Read more…

By Brendan Sera-Shriar, 4 weeks4 weeks ago
Featured

Selling Life Insurance During a Pandemic

Two Approaches to Life Insurance Sales During a Pandemic For nearly a year, most adults around the world have had one thing in common: we’ve been thinking about death.  It’s not a topic that any of us would choose to bond over, but there it is—death, in the corner of Read more…

By Brendan Sera-Shriar, 4 weeks4 weeks ago
Featured

The Art of the Feel

Honing Your EQ The concept of emotional intelligence (EI) was first popularized by psychologist/journalist Daniel Goleman in his 1995 book, Emotional Intelligence: Why It Can Matter More Than IQ. The idea is of EI is being aware of our own feelings and other people’s feelings as well as being able Read more…

By Brendan Sera-Shriar, 1 month4 weeks ago
Marketing

The 3 P’s of a Good Insurance Agent – Part 3 of 3

This post is part of a series on how to cultivate three traits that will help any insurance agent be more successful: being persistent, productive, and personable. Click on each link to read them all. Part 1, Part 2. Learning to be Personable What makes someone personable? How do some Read more…

By Brendan Sera-Shriar, 2 months2 months ago
Marketing

The 3 P’s of a Good Insurance Agent – Part 2 of 3

This post is part of a series on how to cultivate three traits that will help any insurance agent be more successful: being persistent, productive and personable. Click on each link to read them all. Part 1, Part 3. Learning to be Productive Whether you work at a larger insurance Read more…

By Brendan Sera-Shriar, 2 months2 months ago
Bob's Corner

Lead Management Done the Easy Way

In 2008, Hometown Quotes sales department were looking for new software to manage their online leads. Two things stick out to me from that statement: 2008 was 12 years ago, let that sink in. If we were using lead management systems back then, you should definitely be using them now Read more…

By Paula Gregory, 3 months ago
Featured

Annual Insurance Reviews

This Popular Practice Stands the Test of Time The annual insurance review is a practice that has been around for a long time for good reason—for several good reasons, actually. Annual reviews offer an opportunity for consumers to learn about new discounts and for you to sell additional coverages. They Read more…

By Brendan Sera-Shriar, 3 months3 months ago
Featured

Building Insurance Relationships That Last

5 Simple Tools to Maintain Connection In budding romantic relationships, there usually comes a point where you need to make a decision. Do I want to continue having a relationship with this person? Is this going to be exclusive? Is this someone I want to stay with long-term?  Sometimes you’ll Read more…

By Brendan Sera-Shriar, 3 months3 months ago

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