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 Read more…
At face value, insurance rate increases aren’t fun for anyone. They can make your clients feel annoyed, angry, or even fearful (“If I can’t afford to pay for this, could I lose everything?”). As an agent, it can also put Read more…
While it’s true that every client is unique, you’ve probably noticed some patterns emerging over time. That’s why it can be helpful to think through your most successful closing moments and create a menu of techniques based on customer types Read more…
The world of social media can be a bit daunting. On one hand, you may feel very conversant with it in your personal life as you stay in touch with friends and family, keep up on current events, follow celebrities 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 Read more…
It’s going to happen at some point—you’re going to lose customers. The reasons can vary widely, from things that are outside your control, like premium increases, to processing errors made by a staff member, or personal gaffes like unintentionally offending Read more…
Part of being a good insurance agent is picking up clues about your prospects before you get to the closing stage, and adjusting your selling technique to fit their style. Do they speak quickly and interrupt? They may be someone Read more…
Used well, social media can be a useful and affordable marketing tool for insurance agents. Whether you’re a social guru or just getting started, you can use it to benefit your business. We’ve put together five tips to help you Read more…
Connecting with your current customers is good for business. Whether it’s turning them into a long-term customer, or upselling and cross-selling, the benefits are undeniable. You don’t have to spend as much time proving your expertise as an insurance agent, Read more…
Your agency website is the first touchpoint that potential customers come to, so it needs to be eye-catching, effective and communicative. But with so many articles out there telling you what elements your website needs to have, how do you Read more…