Agents

Selling group health insurance is all about helping people. At the end of the day, the more people you connect and form relationships with, the more opportunities you’ll have to make sales. While this fact of the insurance game is why so many people decide to get into the industry — to communicate with and…

In a world filled with risks, insurance agents stand as the safeguard who help individuals and businesses to protect themselves against potential financial burdens. While most people know the bare bones of what an insurance agent is — the connecting vessel between clients in need and insurance providers. In reality, there is a lot more…

Everyone knows that with life comes risks. And while as an insurance agent it’s your job to reduce health risks by providing consumers with coverage policies, you may face many risks yourself. We’re not talking about personal injury though, we’re talking about cybersecurity! As an agent, you probably deal with huge amounts of data on…

Making sales in the insurance world comes down to simple math. The more client leads you have, the more potential sales you are going to make. Keeping this in mind, generating a consistent flow of leads is important to an agent’s success. But simply generating the leads is only half of the battle. The other…

Building a strong professional network is crucial for success in the insurance sector. Being able to make connections with other insurance industry experts will broaden your knowledge base while also providing you with new opportunities, partnerships and referrals. With proper networking approaches, you can continue to grow as an agent, and keep up with the…

As an insurance agent, you’re most likely pretty used to having a hectic schedule. Day-to-day responsibilities can regularly change, but keeping up in the fast-paced environment is crucial to your success. In order to stay on top of things, and continue to strive to be your best, time management must play an essential role. With…

Attention spans are shorter than ever. Plain and simple. Between the news, social media, advertisements, and entertainment, the constant flow of information going in and out of our brains can be overwhelming to say the least. This fact of life has become a struggle for many industry professionals, and insurance agents are no different. On…

As an insurance agent you can spend countless hours and dollars devoted to marketing tactics and still not get the volume of clients that you need. One way that helps you to get more clients and make more sales is to use your current customer base to get referrals. By honing in on clients that…

Becoming a master communicator when it comes to email is essential for insurance agents aiming to create client relationships and help grow their businesses. When using effective email strategies, you’ll be able to connect with more prospects, keep your current clients happy, and increase your overall revenue. One of the greatest things about email is…

The insurance industry is made up of all different kinds of people. So, there is naturally a large variety of types of agents. And the one group of insurance professionals who have been redefining the way insurance is bought and sold is independent insurance agents.    In the past, agents would sell insurance policies by…

It’s no surprise that insurance agents always feel like they are playing catch-up since the job consists of varying responsibilities, and can pull them in many different directions. In order to stay on top of things and achieve their goals, many agents use a Customer Relationship Management (CRM) system. With so many helpful functions, CRM…

The success of an insurance agent relies on the happiness of their clients. Clients who are satisfied with products and services that you offer will be more likely to return to you in the future, and even bring you new clients. For this reason, effectively managing your client-base should be a top priority for every…

For the last 15 or so years, Facebook has been at the forefront of the social media landscape. Though it has continued to help users to connect with friends and colleagues all over the world, the platform has changed and adapted with the times. One of the major adaptations that Facebook has made is its…

How often do you get home from a long day at work, sit down to relax, and truly don’t think about work until the next morning? If you’re an insurance agent, the answer is probably not very often. As with many high-pressure jobs, when you’re an insurance agent, you must deal with a fast-paced work…

There’s no getting around it: we’re living in a digital world. Virtually every industry around the world, for better or for worse, has been touched by the capabilities of technology, and the insurance sector is no different. When it comes to the most recent developments in technology used in business, artificial intelligence (AI) stands out as…

Part of being a successful insurance agent in today’s day in age is having a solid presence online. At this point, it’s not just beneficial, it’s become a necessity. For agents, everything you do online should be centered around your own personal website. Personal websites serve as a hub, fostering all of your products, services,…

If you’re an insurance agent, then you probably know that the profession is all about efficiency and time management. To be successful in the competitive landscape, one must be able to multitask and provide stellar customer service, all while staying organized. Years ago, agents had to keep all of their data and client information on…

When the Affordable Care Act (ACA) was passed in 2010, then-President Obama made it clear that its focus is to make health insurance accessible to all Americans. One of the main ways it does that is by allowing everyone to buy their own health coverage on the individual Marketplace. Fast forward to 2021, and the…