News and Press

This is the perfect time to focus on your Medicare customers. The Medicare Annual Election Period is at hand. It can be confusing for your regular and potential clients to keep the various annual election periods (AEP) straight. For Medicare Advantage/Part C and Medicare prescription drug plans there is an annual period to sign up,…

The secret to being a good leader is that there is no secret. It involves awareness of what is needed to make an insurance agency a success, to motivate staff to be their best, to offer the best in service and products to customers and to be a person of integrity, offering only what you…

Never stop learning while you are running a business. This rule of thumb helps agents grow their businesses and stay on track to success. Whether you have been selling insurance for 15 years or 15 days, learning about your product, how it helps others, how to sell with confidence and work with leads effectively and…

It is interesting to note that there are hundreds of articles relating to marketing that suggest you use social media marketing to sell a product — which would include insurance. However, many of the articles do not tell you how to do that. Sure, social media platforms are a great way to make people aware…

The toughest battle insurance agents face is fighting with themselves. Seem odd? It’s not really. The hardest things any insurance agent faces, whether new to the business or an old hand at selling insurance, is maintaining the right mindset, having the confidence to keep going, facing fears that crop up over time and holding steady…

Some insurance agents do their jobs day-to-day and just put in time over the years, maybe. Or some even have a hobby that they might turn into a business — you never know. What’s wrong with those two scenarios? If you said lack of focus and commitment, you would be right. If you don’t go…

Captain of your own insurance agency? Are you in charge? Really in charge? Or are others just doing what they need to do to make it by every day? Is there a tried and true method in place for other agents to contact and follow up with leads? Does every employee have goals to achieve…

It’s a fact. Online marketing is here to stay. It’s a trend with no end in sight. It is continually going through various iterations almost daily, meaning you need to have the right set of skills to keep up with the technology and keep on marketing your products and your services. Just remember, marketing, whether…

When you started your insurance agency, did you have the right business model? Did you have a clear understanding of how your income goals would be met? Did you study your market and understand what the statistics were telling you? Did you figure out the lifetime value of an insurance customer? These may seem like…

If you’re going to be in business, you need to be in it all the way, not just part time. To make it huge you need to have the drive and desire to be the very best insurance agent you can be, to sell the best products and offer premium customer service. If you don’t…

If people do not want to buy insurance, usually no amount of convincing reasons is going to sway them. Why waste time when you can market to a captive audience that does want insurance? The general rule when selling insurance is to market to motivated potential clients. Now that may seem like a difficult task…

To some insurance agents, leads are leads, but there is a difference in the kinds of leads and that difference can necessitate different approaches to selling your product and services. If you have been selling insurance for any length of time, you have likely heard about warm leads versus cold leads. Cold leads are ones…

You may have heard this already, but it never hurts to hear it again. Social media and content marketing are still big. It’s just the way you use them that changes. Do you keep up with the changes? It’s no secret that if you want to grow an insurance agency you need the tools and…

If you’re in the business of selling insurance, go slow. That may sound counterintuitive in a competitive market, but it makes sense if you’re new to the business. By going slow you’ll avoid costly mistakes. When new insurance agents get out on their own and have a chance to prove to themselves and the world…

Following up insurance leads is not rocket science, but there is a certain approach that works best when checking back with potential customers. What do you do with prospects when you were only able to leave a message on an answering machine? You have not spoken to them personally, so what kind of approach would…

There is no one set in stone method for calling leads. Every agent does things differently. But there are good ideas to follow when calling. Depending on what geographic area you asked for when you purchased your insurance leads from an online lead generation company, you may face the prospect of leads being in different…

Even if you manage to join several really good and relevant groups relating to the insurance industry, or even connect with other groups whose participants may need insurance, it is not the place to start selling your services and policies right off the bat. Do not post messages that sell your services. Who wants to…

Don’t just stick to your own groups. The best networking is to be had by joining other groups as well and not just those comprised of other agents, brokers, wholesalers and insurance carriers. Scout around for groups applicable to your demographic target market. For instance, small business owners who may need group insurance, or senior’s…