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08 Apr Increasing Conversions Throughout The Insurance Sales Funnel: Part 1
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,...
25 Mar The Importance of Customer Success
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...
18 Mar Success Strategies: Tips For Creating Cold Emails That Convert – Part 2
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...
04 Mar How To Avoid & Overcome Common WFH Challenges
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...
25 Feb 4 Sales Strategies Based On Consumer Auto Insurance Shopping Trends
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...
18 Feb Pivot, Adapt, Grow: Expanding Your Business During A Crisis
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...
11 Feb 4 Ways Agents Can Leverage LinkedIn To Reach More Customers
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,...
28 Jan 5 Sales Tactics To Recover From Winter Blues & Boost Sales
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...