Make Your Referral Rewards Program Work for You!

When consumers are looking to make a purchase, where do they turn for help making their decision? Some head to the internet, but a huge amount look to their family and friends for information about a business or product. In fact, 9 out of 10 customers trust a recommendation that they receive from someone they…

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How to Schedule Your Lead Nurturing

Nurturing your leads is very important if you want to convert them into customers. But nurturing leads takes time! So what’s the best way to nurture them, and stay on top of where they are in the conversion process? You need to create a schedule to turn the warm leads you receive from Benepath into…

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How to Create an Insurance Blog text overlaying image of a computer chair at a desk in front of a computer

How to Create an Insurance Blog

In the world of insurance marketing, agents are looking for new, fun, and creative ways to increase their online presence and grow their pool of potential clients. One great tactic that many agents have started using to achieve these goals is creating an insurance blog. An insurance blog is not only a great way to…

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New TCPA Ruling on the Horizon: Impact on Lead Buyers, Lead Sellers, and Consumers

In the coming weeks the FCC is set to finalize a new ruling on TCPA, that will greatly affect lead generation companies, lead buyers and consumers nationwide. This includes insurance agents and agencies who rely on purchased leads to connect with prospective consumers. The ruling set to be finalized on Dec 13, 2023, will change…

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OEP Checklist: Cross-Selling Do’s and Don’ts for Insurance Agents

The health insurance Open Enrollment Period is almost over, so now is the time to shift into high gear. The best way to drive revenues during the OEP and increase customer retention rates is by cross-selling. Cross-selling not only boosts your bottom line and retention rates, it also increases value for your customers, so it’s…

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5 Things to Think About After the AEP

Congratulations, you’ve survived the AEP like a boss! Now that you can take a breather, do so, but don’t hit pause for too long! Post-AEP is an important time to make sure that you’re on the right track for next year.  During this time, you should begin organizing all of your new enrollments from the…

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5 No-Fail Open Enrollment Marketing Ideas for Your Insurance Agency

The health insurance Open Enrollment Period is here, and for many insurance agents, this is a crazy and overwhelming time. Not only will you be trying to manage new leads, but you'll be trying to take care of client requests and renewals. All of this while trying to stay organized, and dealing with any other…

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Online Commercial Insurance Shoppers Are Expected to Nearly Double in the Next 3 Years

According to a new survey from Semsee and TrustedChoice.com, independent insurance agents can expect a significant increase in online commercial insurance buyers over the next three years. The survey showed that around 42% of agents have been seeing an increase in commercial opportunities since the start of the pandemic in 2020. With such an increase…

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A Health Insurance Agent’s Guide to the OEP

The ACA Open Enrollment Period, or OEP, is right around the corner. Once November hits, it will be without a doubt one of the most overwhelming and hectic times for insurance agents. Not only will you be trying to catch up with current clients, who might have changing needs, but you will also have to…

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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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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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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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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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