Selling is truly an art. However, excellent selling is a combination of talent and process. In short, it takes a lot more than a strong sales pitch to be a successful insurance agent. While insurance sales may often seem like a one-person show, there are...
For many insurance agents, working from home was a new experience that started as a result of the COVID-19 pandemic. In fact, over the past year there was a dramatic shift to the working from home model as companies from all verticals made the transition....
Since the onset of the global pandemic, many professionals have become familiar with video conferencing. The transition to working from home established a new need and emphasis on video conferencing. Specifically, the video app Zoom has become increasingly popular for various types of communication from...
Referrals are typically viewed as an essential part of generating new business. Often testimonials, reviews, personal introductions or recommendations are strong-performing methods to connect you with new contacts, while establishing a sense of trust, relatability and connectedness early on in the process. Because of this,...
It is rare to find a sales professional who is not focused on accelerating their efforts and driving conversions. Increasing conversions is the top goal for many insurance agents, whether you are a top producer or just getting your career started. The process of establishing...
Top insurance agents know that whether last month was your best ever or needs improvement, every day, week and month presents new opportunities to create customer success and scale conversions. In part one of this article series, we identified that there are four key stages...
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...
As we near the end of Q1 2021, client retention is key for sustaining success throughout the year. This season typically represents the combination of tax refunds and warmer weather. This year, many consumers are also reaping the benefits of stimulus checks. These three unique...
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...