Selling

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…

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…

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…

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…

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…

Cross-selling is a great way to help your business grow, while helping your clients with their insurance needs at the same time. It’s a win-win! But some agents might hesitate to cross-sell, thinking that their efforts will backfire and that they might seem pushy.  Consider this: according to one study, 60% of insurance consumers feel…

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…

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…

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…

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…

If you’re running an agency, you’re probably constantly investing in ways to market your agency so that you can build your customer list. One of the things you’ve most likely invested in is a website, which is one of the best ways to get your business noticed, and bring traffic to it. But your website…

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…

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…

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…

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…

If you’ve never heard of the Eisenhower Matrix, allow us to change your life. The Eisenhower Matrix, based on a method employed by President Dwight D. Eisenhower, is a simple productivity tool for organizing and prioritizing tasks, and making distinctions between tasks that are “urgent” and “important.” Using this method helped Eisenhower achieve many things,…

Your marketing strategy is incredibly important: the more people you reach with it, the more successful your business will be. That means your marketing strategy needs to be well thought out, and include a variety of tactics to help you stay ahead of the competition. Whether you’ve been putting your agency out there already, or…

As an insurance agent, you need to know that communicating with your clients is vital to the success of your business. You have to communicate their options to them, explain their coverage, answer any questions they have, and check up on them from time to time to make sure they’re happy, or see if they…