Insurance agencies will be focusing on web marketing in the coming year as they create their marketing plans. This is a key marketing driver for generating leads. Web marketing isn’t a new trend. It is a new way to do business and something agencies should not ignore. Agency growth is no longer based on referrals. As more […]

Prospects will communicate their comfort level with you, your information and how they feel about you throughout the meeting. It is important to pay attention to the cues throughout the meeting, but it is even more important to respond to them within The Approach step. Your chances of successfully completing Step 2 are slim if you […]

Insurance agents are under tremendous pressure due to dramatic shifts in property casualty markets. While premiums and retention, as well as commissions and policy retention, have fallen, overhead and workload have increased. It has led to a scramble of agents trying to figure out what they should do next in order to keep the ship afloat. Independents […]

Document management and storage are two of the most critical aspects of any insurance claim product. It all starts with basic paper flow and document storage. This was, and is still, the cabinet filing system. Many of us are now paperless thanks to electronic technology. Let’s look at some of the financial differences as well as the steps […]

I’ve been writing a lot about how agents can use social media to prospect for new business. My main focus has been on building their online reputation via a blog and connecting with others through LinkedIn. I recommend that you keep your focus on these two methods until it becomes easier to switch to something else. Another […]

If you aren’t familiar with investments, you might feel intimidated by managing investment accounts for clients. You don’t have to be worried because everything can now be done online or through sub-contractors. You will only need to maintain the relationship with clients and someone else will take care of the investing. Fixed products such as annuities can […]

Professional indemnity insurance policies are a financial product that compensates the insured (your company) for any damages resulting from a claim against your business. Are you still unsure? This insurance policy, in its most basic form covers your business against any loss due to negligence arising from the business’s activities. The amount of professional indemnity insurance policies can […]

The Insurance Information Institute found that drivers with lower credit scores are statistically more likely than others to file large claims. This is why they pay more for auto insurance. California, Hawaii, Massachusetts, and Massachusetts allow insurance companies to use credit scores in determining the premium cost. Pennsylvania drivers’ credit scores can have an impact on how much insurance […]

The Gateway Arch is a landmark in St. Louis. It also houses over 300,000. residents , 43% of which own their homes. Although homeowners insurance is not required by law, it is required for those with a mortgage or home loan. Home insurance is an important part your financial plan, even if your home is not your own. […]

Apoor credit history could follow you around in unexpected ways. Your credit score could impact how much you pay for car insurance. Experian is one of three major credit bureaus. “Auto insurance companies can and often do consider your credit history or use credit-based insurance scores before offering you coverage.” Unfortunately, Texas has not been able to stop […]