It’s officially the start of the second quarter. Whether you experienced record growth in Q1 or if you are looking back trying to figure out how to boost a slower start to the year, one thing is for sure: nearly all insurance agents often wonder,...
This is an important week for insurance agents and insurance sales teams. It marks the close of the first quarter of the year and the opportunity to identify areas for improvement and growth for the remainder of 2021. Traditionally, April has been an important month...
Email remains a highly effective channel that can help insurance sales agents connect with prospects. Typically, a successful email marketing strategy includes sophisticated workflows that include a series of triggers for a variety of email types, depending on the contact’s behavior. For example, a contact...
You’ve followed best practices, written the perfect email and reviewed it multiple times before hitting send. And with a click, you are one step closer to new client and potential customer conversations...
It was nearly one year ago when many offices and businesses notified employees of a temporary transition to remote working. Depending on your work location, you may have prepared to work from home for two to four weeks. As more information became available, COVID-19 reshaped...
The process for shopping for auto insurance continues to rapidly evolve. As a result of digital tools and other technologies, the way consumers engage with their insurance providers also continues to change. Nearly all aspects of innovation, customer acquisition and retention have been impacted by...
As an insurance sales agent, networking has probably been a core part of your outbound business development strategy. For years, networking was achieved by attending industry and community events, engaging in one-to-one conversations and generally handing out traditional business cards and meeting new people. Now,...
Whether you’ve been in the insurance industry for a year or decades, you’ve likely encountered a challenging client or prospective customer. Often current or prospective clients that are demanding, anxious, indecisive or insistent can be deemed as challenging or even difficult. In many cases. clients...
January is nearly through. Maybe you just realized that you did not start off the new year in the best way. Falling into a sales slump can affect any agent at any time. Whether you are a seasoned insurance agent or just getting started in...
Effective sales efforts are often the result of quality leads and the right sales strategies combined with sophisticated tools. In fact, there are many different types of tools sales teams use to achieve their goals. One of the most impactful tools in a sales agent’s...