How to Determine and Analyze Customer Touchpoints

Customer satisfaction is vital to the success of your business, but improving your levels of customer satisfaction can be tricky. If you feel like you need a little bit of help in that department, you should first determine what your customers’ touchpoints are, so you can zero in on them and make changes to meet…

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How to Know if Your Social Media Efforts Are Paying Off

Social media marketing is one of the greatest tools you can use to put your business in the spotlight, and to bring in more leads. But whether you have just started using social media marketing, or have been using it for some time, have you actually been making sure that your efforts are paying off?…

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How To Sell More Health Insurance Policies

Sometimes selling health insurance comes easy, especially if you’ve been doing it for a long time. But even agents who have been selling health insurance for a long time sometimes struggle to sign more policies. There are times when things slow down no matter how experienced you are at selling, such as when the OEP…

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4 Stereotypes of a Bad Insurance Agent

Have you ever worked with a bad salesman or agent? You could probably see through all of their tactics, right? Unfortunately, those few bad apples often give the rest of the good agents a bad name, and can create stereotypes that can be debilitating for you and your business. That means you need to work…

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An Agent’s New Year Checklist For Success

The new year is finally here, and hopefully, this one will be much better than the last couple of years have been. As you kick off the new year, you probably have a few resolutions in mind for the success of your business in the new year. If you do, great! But you need to…

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Ways Agents Can Compete Against Direct Carriers

Direct carriers have dominated the insurance industry for a long time, creating constant competition for independent insurance agents. And it can be very hard for independent agents to compete against them: direct carriers use tactics like continually slashing prices, and they spend billions of dollars every year on advertising to lure in as many customers…

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Tips for Planning Your Social Media Calendar

If you want to get your business noticed by more people, you have to invest in content creation, including blogs and social media posts. You can choose to have a presence on multiple social media platforms, such as Instagram, Facebook, Twitter, YouTube, and even TikTok. If you choose to be on multiple social media platforms,…

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Prospecting Ideas for Less Experienced Insurance Agents

Getting into the world of insurance sales is exciting, but it can also be stressful. Trying to establish yourself and your business takes time and a lot of commitment, but if you put the work in, you will thrive. A big part of establishing your business and getting yourself to the point where you are…

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How To Rebut Common Insurance Sales Objections

“I need to think about it.”  “I can’t afford it.”  “Maybe later.”  You have probably heard all of these common insurance sales objections when working with a lead, and it can be disheartening; after all, no insurance agent wants to hear “no,” and lose out on a sale! But the good news is there are…

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Replacing Your Paid Website Traffic With Organic Traffic

Paid traffic is a great way to grow your business, but after a while you might get tired of paying for leads. And we don’t blame you: not only is paid traffic a big investment, it’s not even guaranteed to work. For example, you can never be sure that people will want to click on…

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Ways to Help Clients Avoid Medicare’s IRMAA Surcharges

If you’re working with Medicare beneficiaries whose income is above a certain level, they will have to pay a surcharge on their Parts B and D premiums, known as the Medicare Income-Related Monthly Adjustment Amount (IRMAA). These surcharges are determined by the Social Security Administration; beneficiaries will receive a predetermination notice in the mail showing…

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Twitter 101: A Quick Guide for Insurance Agents

Have you been thinking about marketing on social media platforms like Facebook, YouTube, TikTok, and Instagram, or are you already doing so? These are all great ways to reach customers in different age groups, but if there’s one platform you should definitely add into the mix, it’s Twitter. Twitter has been and continues to be…

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How to Get Clients to Click Your Call-To-Action (CTA)

As an insurance agent, the success of your business is based not just on the strength of your customer service, but also on your ability to convert a lead into a client in the first place. One of the best ways to convert leads is by getting them to respond to your call-to-action, which isn’t…

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How To Submit An Error Free Application

If you’ve never had a client’s health insurance or Medicare Supplement Plan application get delayed, consider yourself one of the lucky few. It happens to the best of us: you submit an application for your client that isn’t filled out completely or correctly, delaying their coverage - and not only that, but your commission also…

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What To Do When A Client Wants To Cancel A Policy

As an insurance agent, you will most likely be faced at some point with a client who wants to cancel the policy that you sold them. Even if that does happen, though, it doesn’t mean that it’s all over: you still have the opportunity to keep that client by speaking with them and helping them…

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Creating A Compelling Email Marketing Newsletter

If you aren’t already sending out an email newsletter to your customers, you need to get on it! Why? Well, did you know that 90% of consumers prefer to receive updates via an email newsletter? Email marketing newsletters are one of the best ways to engage your leads and customers, and will help with customer…

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Using Data To Improve Your Clients’ Experience

If you have not been collecting data to help you improve your clients’ experience, you are probably doing your business a disservice, and are not growing it as much as you could be. Insurance is a competitive industry, so you need an edge to keep your customers - after all, they’re the lifeline of your…

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How To Set Goals To Really Grow Your Business

More than likely, you’ve got big goals for your career and your business. And that’s great: goals are important because they help trigger new behaviors and keep you focused and driven; in fact, a Harvard Business study revealed that 14% of people who have goals are 10 times more successful than those without goals. But…

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