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insurance sales

Featured

5 Tips to Connect When You’re Not Face-to-Face

Improve Your Phone and Online Presence The COVID-19 pandemic has brought many changes to the way we do business, a number of which seem like they’re going to become permanent. One of them is fewer face-to-face meetings. In an industry like insurance sales that thrives on personal connections, this last Read more…

By Susan Knudten, 6 days1 week 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, 1 month1 month 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, 4 months4 months ago
Featured

Have You Met Your New Colleague?

It’s a Chatbot If you haven’t yet encountered a chatbot, you likely will soon. Chatbots are software systems that are programmed to anticipate and respond to common customer inquiries. For instance, within the insurance industry a chatbot might:  Collect consumer information that is then passed along to you as an Read more…

By Brendan Sera-Shriar, 6 months6 months ago
Featured

5 Tips to Help You Gather Customer Information

Ask and Listen to Make More Sales We’ve all had the experience of meeting someone for the first time who immediately dominates a conversation. It’s pretty rare that this type of behavior is not at least somewhat annoying.  Sometimes in insurance sales, you have a limited time to make your Read more…

By Brendan Sera-Shriar, 7 months ago
Featured

Using Texts to Market Your Agency

Strategic Texting Makes a Lot of Sense Texting is good for a lot more than sending inside jokes with a group of college friends or keeping tabs on a teenager who’d rather type than talk. Texts can also be useful in a business setting such as insurance sales. Like any Read more…

By Brendan Sera-Shriar, 9 months9 months ago
Featured

Set it and forget it: making drip emails work for you

A Useful Work-from-Home Project: Create a Drip Email Campaign Our last blog post covered some whys and hows of using email to market your insurance business. This week we’ll look at a specific type of emailing—drip campaigns.  A drip campaign is a series of emails planned to have a cumulative Read more…

By Brendan Sera-Shriar, 10 months10 months ago
Featured

4 ways to encourage referrals

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…

By Brendan Sera-Shriar, 11 months11 months ago
Featured

Capturing Customers Who Switch Agents

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…

By Bailey Hubner, 1 year ago
Featured

Using Personality Typing to Increase Sales

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…

By Bailey Hubner, 1 year1 year ago

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