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Pro Tips

Featured

Adapting to the Technological Changes in Insurance

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…

By Bailey Hubner, 1 week ago
Featured

You Got the Referral, Now Make the Sale

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…

By Bailey Hubner, 2 weeks2 weeks ago
Featured

Structuring and Supporting Your Sales Team

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…

By Bailey Hubner, 3 weeks ago
Featured

Eight Ways to Up Your Prospecting Game

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…

By Brendan Sera-Shriar, 4 weeks2 weeks ago
Featured

Identifying Your Agency’s Values, Vision, and Mission

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…

By Bailey Hubner, 1 month1 month ago
Featured

Top 10 Most Effective Insurance Selling Skills

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…

By Bailey Hubner, 1 month1 month ago
Featured

How to Encourage Word-of-Mouth Marketing for Your Agency

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…

By Bailey Hubner, 1 month1 month ago
Featured

Selling Insurance to Millennials

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…

By Bailey Hubner, 2 months2 months ago
Featured

Use Social Media to Find New Talent

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…

By Bailey Hubner, 2 months2 months ago
Featured

Support Your Team with Training, Coaching, and Mentoring

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…

By Bailey Hubner, 2 months2 months ago

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