These are the qualities that every insurance agent must possess. These qualities will be covered from the inside to the outside. It’s about being a person you can respect and feel confident in the person you see in the mirror. Within Compassionate: It is caring for someone. It’s listening to someone’s needs and finding the best solution. This quality […]
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Finance Guide
The Prospect Scorecard – A Simple Way For Insurance Agencies to Improve Close Ratios and Forecasting
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May
May
Selling is only possible when prospects are identified and qualified. Agencies and insurance producers must then quantify prospects so that they can increase close ratios and improve forecast accuracy. Agencies need to create a “Prospect Scorecard” in order to do this. The combination of a simple, but accurate prospect identification process and the Prospect Scorecard makes it easier […]
21
May
May
Independent insurance agents are focused on serving their clients. This means helping them to find the right insurance policy for them. To do this, you must be able to listen and understand your client. Your job is not to determine their needs or find the best policy for them. Listening and understanding your client’s needs is key. You […]
21
May
May
Do you think about purchasing an email list to increase insurance sales? There are some things to consider before you buy an email list. This is money that can be used wisely and will return a higher return. You also want to avoid getting into trouble with the law and possibly paying huge fines. This sounds like […]
21
May
May
Cold calling, direct mail and internet leads are the top methods of insurance sales prospecting. Selling tips are key to turning prospects into buyers. This secret will help you get more appointments and increase your sales. Learn more. Many consider sales prospecting to be the worst job. Because insurance selling time is limited, there are fewer sales. Top salespeople seek […]
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May
May
We love our mailman, but to be politically correct, we could say that he is a mailperson or a postal worker. On most days, however, we should just say “Why is he coming?” We do get physical checks once a week. However, they could be sent twice a week. Or we could ask our clients to pay […]
21
May
May
Insurance Agency Websites, SEO and SEM Marketing, and Blogging are just a few of the many things you need to be current in order to reach a specific target market. Target markets for agencies can be vertical (transportation companies or owner operators) or horizontal (businesses with sales between $1 million and $10 million). They also have […]
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May
May
Protection. Protection is what makes your life more stable. If you don’t take professional advice from an insurance agent to protect yourself, you are taking a chance. It’s simple. Your family doctor is the one you trust with your health. Your real estate agent will find you the perfect home. Your car salesperson believes they are putting you behind a safe […]
21
May
May
Insurance agency executives, producers, brokers, agents, and executives all share a common theme. All of them want to increase their business. This invariably leads to an effective lead generation strategy. This discussion can be part of a larger insurance agency marketing strategy. However, it is more common for established agencies to have this conversation. Smaller agencies tend […]
21
May
May
Initial value of an agent is nothing. A lead sent by an agent to obtain more information about a product is of no value. They are worth nothing, even if they sign a contract to sell your product. Many insurance product marketers believe that what they have currently acquired is enough to enable them to succeed. Every year, thousands […]