Making the decision to start your own insurance agency comes with a lot of challenges. Like any journey with challenges though, it can be quite the rewarding experience. Establishing an agency gives you the chance to operate independently. This means you’ll have a chance to make a direct impact on yourself and your employee’s lives.…

The Most Lucrative Insurance Products
If you’re an insurance agent you probably got into the industry for two main reasons. One reason is to help people protect themselves. The second, and more obvious reason is to make money. Isn’t that the goal for almost every profession? While you might already be an expert at selling one product, have you ever…

Tailoring Your Sales Tactics Based On Age
For insurance agents and salespeople, being successful is based largely on understanding your clients unique needs. While there are certain sales techniques that can be effective no matter what demographic of people you’re talking to. During the sales process it will behoove you to not ignore the specific age of your clients. The fact is,…

How to Make Your Advertising More Engaging
Insurance related advertisements are usually not very unique. In fact, a common perception is that they are dull, boring and uninspiring. Especially, if you have a lot on your plate already, taking the time to craft thoughtful and interesting advertisements can be an afterthought. The truth is, unless you already have a large group of…

Which Insurance Products Should I Sell?
As a newly established insurance agent one of the most important decisions you will make is figuring out which insurance products you’re going to sell. The insurance industry is highly competitive, and with so many different products to choose from, determining the right one for you can be challenging to say the least. In order…

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…

How You Can Nurture Leads With Benepath
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…

7 Ways to Increase Your Referrals
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…

Mastering TikTok as an Insurance Agent
Social media platforms are now considered essential tools for businesses in their quest to grow their following and reach new heights. These platforms allow businesses of all types, including insurance agencies, to connect with more people than ever before. In ways we’ve never seen, all at the touch of a button or screen. And hopefully…

Cross-Selling Made Easy
As an insurance agent, it’s your job to always be on the hunt for new ways to build your reputation, grow your base of clients, and increase your return on investment. After all, selling insurance is competitive, plain and simple. And all the improvements you strive to make are, in the end, about making more…

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…

5 Tips for Agents to Prepare for the Medicare AEP
Investing your time and energy into selling Medicare products is worth it for new agents or agents looking to expand their product portfolios. But it is exactly that: an investment. And now that the Medicare AEP is approaching, you’ll be heading into one of the most stressful times of the year, because these 8 weeks…

What is Trigger Marketing?
Anybody who owns a business knows that marketing is very important to growing that business. But it might take a little more thought to determine exactly what kind of marketing will work best for your business. There are so many ways for an independent agent to market their business, and it can be overwhelming to…

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…

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…

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…

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…

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…