3 Times and 6 Ways to Ask for Referrals You know referrals are a great way to build your insurance book. You’ve heard there are some especially good times to ask for a referral, like right after an initial sale, a premium reduction or a successful claim. But maybe you’re Read more…
10 Traits of a Great Insurance Agent The lesson that all work has dignity has really been driven home in the last month. The grocery clerks stocking shelves overnight, delivery drivers bringing crucial supplies to our homes and hospital janitors sterilizing rooms to keep patients safe have all proven that Read more…
How to Sell Insurance During a Pandemic Knowing that we are protected has become a paramount concern for many of us. As we listen to the news and scroll through feeds, we feel fear, sadness, anger, boredom, anxiety and hope, sometimes all at once. These are extraordinary times for everyone. Read more…
COVID-19, a.k.a. the coronavirus, is wreaking havoc on just about every type of entity that exists. The human toll for those who become ill and their loved ones is most tragic, of course. And there’s also the multitude of other ways that we are all affected—closed schools and churches, overloaded Read more…
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…
