Inside Reality Versus Outside Perception

So, why should customers choose your agency over another? You know the answer to that question: because you’re great at what you do, right? But that’s just the inside reality of your business. That’s not what leads see right away; they have an outside perception of your business, which might be different from what you…

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The 3 Stages of The Conversion Process

Marketing is the key to a business's success. It’s how you reach your audience, and how you guide the entire customer journey from beginning to end. But marketing is not just about getting the word out there, it's about communicating and developing relationships with consumers. And that’s no simple thing: in fact, some businesses struggle…

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Take More Deductions for Less Taxable Income

When the taxman comes knocking, you want to answer that door holding the least possible amount of taxable income. Why? Because lowering your taxable income will ultimately put more money back into your pocket, and who doesn’t want that? Once you know the common deductions that you are entitled to as an insurance agent, you…

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Increase Retention with Relationship Marketing Strategies

Converting a lead into a customer is great, but you can’t stop there: you’ve also got to turn that customer into a customer for life. And you can do this if you keep your relationship with them going by using relationship marketing strategies. Relationship marketing is not just about messaging customers when it comes to…

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Setting Up a Business Facebook Page

When it comes to getting your name out there, nothing beats having a strong presence on social media. This will help your agency connect with customers and build your brand at the same time.  Since social media is the new way to determine what to buy, and who to buy it from, it’s important to…

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Clever Ways To Keep Your Clients Engaged & Loyal

When was the last time you reached out to your clients? If you’re on top of it, good for you! If you’re sitting there scratching your head trying to remember, that’s not a good sign. As a client it’s easy to feel lost in a sea of customers, so creative, personal efforts by their agent…

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Independent Agents Face Steeper Competition as Carriers Release Captive Agents

In case you haven't heard, many carriers have been releasing captive agents, and allowing them to become fully independent agents. Insurers have realized that customers want to work with independent agents who can offer them many different kinds of plans from different carriers, not just plans that are tied to one specific carrier. Because of…

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Building the Foundations of Your Insurance Agency

Starting your own business can be both exciting and downright scary at the same time. But once you take that step and push yourself to do it, you will never regret it. You will find joy in not only being your boss, but also in watching your business change and grow over time. You might…

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4 Things Every Agency Website Needs

If you’re running an agency, you’re probably constantly investing in ways to market your agency so that you can build your customer list. One of the things you’ve most likely invested in is a website, which is one of the best ways to get your business noticed, and bring traffic to it. But your website…

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Inflation & Agents: How To Prevent Inflation From Affecting Your Business

Inflation is on the rise, and the cost of everything from fuel to groceries is skyrocketing, making a lot of people feel overwhelmed. This includes your leads and customers, some of whom might even decide not to buy or renew their insurance, settle for a cheaper policy, or cancel their policy altogether when they see…

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3 Steps for Keeping Your Marketing Funnel Flowing

Are you working on your marketing funnel? Or are you unsure where to even begin? If you’re new to marketing funnels, don’t worry, they are relatively easy concepts to understand and implement. A marketing funnel consists of 3 steps: turning investigators into leads, then turning leads into customers, and finally turning customers into ambassadors. It’s…

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Transitioning from a Captive Agent to an Independent Insurance Agent

When you first decide to become an insurance agent, you have the option to either become a captive agent or an independent agent. Being a captive agent means you will work for one insurance carrier and be paid commissions from the one specific insurance company that you work for. On the other hand, if you…

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Dealing with Changing Customer Expectations

Meeting customer expectations is a must for growing your business. In the past, meeting customer expectations didn’t mean much more than showing you were good at your job and being attentive to your customers’ needs. With the rise of social media, though, and the resulting awareness that customers have of your competitors, as well as…

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Helpful Tips for Insurance Agency Reputation Management

Would you buy a product or service from a company with a bad reputation? Neither would we! Your business’ reputation plays a huge role in how people perceive you and your company, and in determining whether people will work with you. That’s why it’s important to make sure you have a stellar reputation, especially online.…

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Inbound Marketing for Insurance Companies, Agencies, and Agents

Want to get your business noticed? Want a leg up on your competition? If you answered yes to these questions, you need to get working on your inbound marketing! Inbound marketing is the best way for you to build relationships and tailor your offerings to each customer’s needs. But what is inbound marketing, and how…

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Trouble Connecting? How Your Phone Might Be Sabotaging Your Leads

Have you been having issues reaching leads over the phone? You might be marked as a spam caller by their phone carriers! Many, if not all, phone carriers have a call blocker that identifies whether outside callers are spam calls. You might be the victim of being listed as a “Scam Likely” to the leads…

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Use the Eisenhower Matrix to Joyfully Declutter Your To-Do List

If you’ve never heard of the Eisenhower Matrix, allow us to change your life. The Eisenhower Matrix, based on a method employed by President Dwight D. Eisenhower, is a simple productivity tool for organizing and prioritizing tasks, and making distinctions between tasks that are “urgent” and “important.” Using this method helped Eisenhower achieve many things,…

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Have You Tried Some of These Lesser-Known Marketing Strategies?

Your marketing strategy is incredibly important: the more people you reach with it, the more successful your business will be. That means your marketing strategy needs to be well thought out, and include a variety of tactics to help you stay ahead of the competition. Whether you’ve been putting your agency out there already, or…

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