Lead Management, in its simplest form, is the ability to acquire, manage, analyze, and distribute leads. Although it is important to know where leads come from, this should not be the only aspect of a quality sales strategy. The agency should be able to manage their lead management system in their own way. Your agency’s unique mix will […]
Category Archives: Finance Guide
Vehicle owners must have insurance. In all states, it is mandatory. The owner can choose what type of insurance coverage they need, however, the owner must have some liability coverage that covers personal injury or property damage. Because you can’t pay someone for injuries you cause in an accident or property damage, you don’t have […]
In many articles I’ve written, as well as by other authors, it has been noted that too much trust is placed on the insurance company or their agency who hired you. They can show you how they want. It is clear that the insurance company route is not the best. The failure rate for 18 months was 85%. You must […]
“Let’s Bring Prospects to you” “Making sales easy” “These prospects have asked for an insurance quote, and they are waiting for you to contact them.” This is the claim online lead providers make every day to insurance agents. These aren’t lies, they are just simplifications. We all want to make more money faster and easier, as we […]
Imagine yourself getting ready for the day and suddenly it’s pouring down. The rain is pouring down and you begin to search for your umbrella ….. Now you’re protected from the rain as you step outside. It would be a bright, sunny day without rain and you wouldn’t care about your umbrella or whether you […]
You won’t find the annuity marketing analysis I share anywhere else in insurance marketing research. Get the best secrets from insurance annuity marketing research by analyzing it closely right now. The question is: How many agents can annuity marketing companies or firms recruit? Marketing firms don’t get it. They believe there is an infinite number of agents. This is […]
If you are involved in an auto accident, your insurance policy will protect you from financial loss. It is an agreement between the insurance company and you. You pay the premium and agree to reimburse the insurance company for any losses. Auto insurance companies provide medical, property and liability coverage. Property coverage covers damage to […]
Are you familiar with the Wizard of Oz? The Tin Man, a childhood classic, laments the way things would have been if he had a heart. The Scarecrow desires a brain and The Cowardly Lion wishes courage. Remember what happened to Dorothy and her motley friends when they peeked behind the curtain of Emerald City to see the […]
Our son bought a car for his 18th Birthday! We had it thoroughly checked out by the local mechanic. It wasn’t a bomb. We insisted that the engine power was within the speedster range, much to his dismay. Once everything was in order, we were able to go and get the necessary drivers insurance. While […]
This seems like a sensible question and I am often asked it. This question is a sign that you are in trouble. You don’t know what it takes to start an insurance company. You’ll likely fail because you don’t know how to create a business and generate revenue. As 85% of people who enter the industry fail within […]










