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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, 1 month1 month 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
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
Featured

The 3 P’s of a Good Insurance Agent – Part 1of 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 2, Part 3. Learning to be Persistent Persistence is such an important quality that Read more…

By Brendan Sera-Shriar, 2 months2 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, 4 months4 months ago
Featured

Value First, Price Second

Insurance is About More Than Premium Costs If you sell insurance, you know that the right insurance is not always the cheapest insurance. But your potential customers may not see it the same way. That’s especially understandable with those who have never needed to file a claim; experience has not Read more…

By Brendan Sera-Shriar, 7 months ago
Featured

Infusing Empathy into Your Agency

Thoughtful Empathy Can Ease Uncertainty The U.S. is heading into its fourth month of the COVID-19 pandemic, and many of the initial adjustments we’ve made to our lives have become part of a new routine. Some of us have come up with creative and effective ways to stay connected and Read more…

By Brendan Sera-Shriar, 9 months9 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

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