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...
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...
The author who wrote, “It was the best of times, it was the worst of times” was probably an insurance agent talking about business in early January. But seriously, January represents new beginnings, the start of a new year and a new quarter, but also...