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...
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...
It has nearly been one year since the COVID-19 global pandemic reshaped many aspects of our personal and professional lives. For many insurance agents, business over the past year has pivoted and transitioned to align with social distancing and other coronavirus-related needs. While the current...
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...