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…
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Practical Tips for New Insurance Agents
Beginning a journey as a new insurance agent can be exciting, but can also come with many challenges. Luckily, the industry is constantly growing, offering countless opportunities, but on the flip side, that means increased competition. While the profession can seem overwhelming at first, it boils down to how much work you put in. There…
Breaking Down the FCC’s Recent TCPA Ruling
On Wednesday Dec 13, 2023 the FCC passed its new ruling on TCPA that changes the way express written consent is defined. The ruling passed relatively easily with only one commissioner dissenting. The results were a final vote of 4-1 in favor of the new change. The alteration aims to reduce the number of unwanted…
Using OEP to Evaluate Current Coverages
The Open Enrollment Period (OEP) has a way of turning every insurance agent’s normal routine into an unpredictable and hectic adventure. It is one of the most vital times of the year for most agents. Needless to say, that when it is over, there’s usually an overwhelming sigh of relief. During this time, the majority…
How to Start Your Own Insurance Agency
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.…
Post-Enrollment To-Do List
The Open Enrollment Period is easily one of, if not the busiest time of the year for insurance agents. It goes without question that your focus is helping new and existing clients get paired with insurance plans fitting their needs. For exceptional agents though, the work doesn’t stop there. Equally as important, is being there…
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…
Using Communication Methods to Tackle OEP
The Open Enrollment Period (OEP) is the busiest and most important time of the year for insurance agents. During the OEP, which lasts roughly two months, agents work hard to help their clients find the best healthcare insurance policy. While attending to the needs of all of your new clients is a priority, you probably…
Diversifying Your Clients
Insurance agents have always had an important job. They help to protect families, individuals and businesses from all of the risks and uncertainties that life has to offer. While this remains true today, the sector continues to change year after year. And the number of licensed agents continues to rise. Even though this can be…
Important Insurance Questions to Ask During OEP
For insurance agents, the open enrollment period is all about customer service. This is the time for you to use the skills you’ve learned throughout the years to help families and individuals look at their needs and finances to ultimately decide on an insurance package. While much of the focus should be on providing your…
Using OEP to Encourage Supplemental Coverage
For health insurance agents, the open enrollment period serves as time to help people find the right medical coverage. While the main focus is usually on primary care or major medical coverage, this period also provides an ideal time to try to encourage clients to take a look at some supplemental coverage options. Plan options…
Simplify OEP with Technology
While each year’s open enrollment period (OEP) stands as an opportunity for insurance agents to grow their book of clients, it can also be quite challenging. During this crucial period, it’s your job to help people select or make changes to their health insurance plans. With that being said, the influx of clients needing help,…
The Best Resources to Stay Informed as an Insurance Agent
To perform at the best of your ability as an insurance agent, it's crucial that you stay informed, and up-to-date. This means keeping up with the most recent industry trends, regulations, news and best practices. In a sector that is constantly changing and evolving, there’s no excuse to simply stop learning. Agent’s who invest their…
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…
The Psychology of Buying Insurance
The psychology of human beings plays a central role in the complex process of selling insurance. As an insurance agent, it is your job to meet people and encourage them to purchase policies. But whether or not you close a sale comes down to much more than customer service. Every time that someone purchases a…
Harnessing the Power of Videos
In the digital era that we live in today, marketing tactics have adapted to the shrinking attention spans of consumers. Conversely, the amount of time that a person spends interacting with technology on a daily basis is steadily increasing. While many people are often reluctant to embrace change, these consumer trends bring to light an…