Using Data To Improve Your Clients’ Experience

If you have not been collecting data to help you improve your clients’ experience, you are probably doing your business a disservice, and are not growing it as much as you could be. Insurance is a competitive industry, so you need an edge to keep your customers - after all, they’re the lifeline of your…

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7 Habits Of Highly Efficient Agents You Should Adopt

Your habits, whether good or bad, are a huge part of how you live your everyday life; in fact, 40% of your actions throughout each day are not based on conscious decisions, but come from the force of habit. These habits can spill over into your working life, too, and affect how you conduct your…

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How To Set Goals To Really Grow Your Business

More than likely, you’ve got big goals for your career and your business. And that’s great: goals are important because they help trigger new behaviors and keep you focused and driven; in fact, a Harvard Business study revealed that 14% of people who have goals are 10 times more successful than those without goals. But…

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Are You and Your Customers Vulnerable to Ransomware?

You’ve probably been hearing the term “ransomware” a lot lately; reports of this type of cyberattack have doubled in the past year alone. Any business, or even individual, can be targeted by this form of malware, with which a cyberattacker encrypts a victim’s files and then demands a fee, or ransom, to restore access to…

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What To Know When Switching An Existing Medicare Supplement Plan For Your Customers

When it comes to health insurance plans, not everyone is going to end up happy with their choice, and this can include seniors and their Medicare Supplement Plans. A plan might seem perfect for someone initially, but situations, budgets or other variables can change, which can mean that your customer will want to change their…

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What Are Agents Responsible For Under HIPAA?

Before you begin selling insurance, you will need to become familiar with The Health Insurance Portability and Accountability Act of 1996, more commonly known as HIPAA. This federal law created standards for protecting a patient's health information from being disclosed without their consent or knowledge. In 2013, the HIPAA Omnibus Rule expanded the Department of…

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Selling To Medicare Beneficiaries With Different Budgets

As an insurance agent, you know that some customers are on a tight budget - and seniors can have even less extra money than others to put towards their healthcare. The majority of seniors live on a fixed income, because they are no longer working and have to rely on their retirement savings to last…

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Selling Insurance Before & After A Storm

Hurricanes and other types of storms can be a problem for people in many areas of our country; those who are directly affected by them, especially multiple times a year, will want to protect their home, business, and assets. In order to do this, they will want to buy property insurance, flood insurance, and homeowners…

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Strategies To Prevent Medicare Disenrollments

Medicare clients are arguably the best clients because of the residual income they give you when they renew their plan each year. You definitely want to hang onto these customers! But once in a while you’ll have a Medicare client disenroll from their plan, which can hurt you financially, and maybe even emotionally. After all,…

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Products To Sell During Medicare Lock-In Period

When the Medicare Annual Enrollment Period comes around, you know that commissions are about to come your way! You will be helping Medicare clients change plans, add Medicare Supplement Plans, and do everything in between. But what happens when the AEP is over? There are other ways to keep earning a commission after it is…

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Overcoming Buyer Hesitation

Buyer hesitation. This is something you’ve probably already come across while selling insurance, and you will probably continue to experience throughout your career. People want to learn about their insurance options, but when it is time to pull the trigger and purchase a plan, they often hesitate, worrying that they will feel buyer’s remorse after…

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How To Sell To A Younger Generation

As we get older, some of us look at the younger generation and say to ourselves, “They think they know it all!” While it’s debatable how much they do know, the reality is that many of them simply don’t know much about the insurance industry. They are at a time in their lives when they…

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Let’s Talk About Customer Reviews & Testimonials

Review and testimonials. They’re what many agents are chasing, unless the reviews are the kind that will send customers running in the other direction! Some companies (including agents) even use fake testimonials and reviews in order to lure people into working with them. It might be tempting to throw in a couple of fake good…

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How to Work with Medicare Leads With Poor Health

According to the U.S. Census Bureau, the size of the 65-and-older population has grown by over a third in the past decade. That means there is a large market out there of older adults enrolling in Medicare and looking for a Medicare Supplement Plan. Medicare Supplement Plans are great because they are the easiest Medicare…

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The 4 Customer Personality Types & How To Sell To Them

When you get into the business of selling, one of the best ways to become successful (aside from a great marketing strategy) is to learn how to read people. Learning different personality types will help you understand which types are easiest to sell to, and how to bend your selling strategy to appeal to the…

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How To Help Businesses With Worker’s Compensation

The past year has been a serious struggle for many business owners, and many who have managed to stay in business are confused and seeking help from agents about their insurance options. Many businesses are looking to reduce costs and recover some of the losses they have experienced. In addition, some businesses have had to…

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5 Ways To Make Your Brand More Appealing To Customers

As the former CEO of Amazon, Jeff Bezos, once said, "Branding is what people say about you when you're not in the room." Your business and the services you provide leave an impression on your customers long after you make an insurance sale. You need to stay one step ahead of your many competitors by…

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Top 3 Reasons Agents Fail

Selling insurance is easy, right? Sure, if you’re a veteran and have been doing it for years. But for most agents who are just starting out, and even for some who have been selling for a while, it can be a struggle, and many will fail. It is actually estimated that about 80% of new…

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