News

I've previously written about trade show dos and don'ts and the important role these events can play in your agency's marketing efforts. Today I'm going to go a step further and break down 9 factors to address to make the most of any trade show you're attending. Pre-Show Planning & Marketing Attendee/Lead List - Which of your clients...

Leveraging educational content to inform buyers how your agency can help them mitigate risk. In previous blogs, I've discussed how to establish you agency as an insurance expert and often referenced the importance of providing relevant content to policyholders and prospects alike. This month, I'll be taking a deeper look at the benefits of educational...

I've previously preached the importance of meeting with your customers face-to-face as often as possible to establish a strong relationship. However, as your book of business grows and your agency expands its reach, it becomes more and more difficult to keep up with the in-person visits. Insurance agents must be able to develop and maintain...

Move beyond the stigma of Continuing Education and help your agency become an industry expert. Say the words Continuing Education around a group of agents and you'll usually hear a chorus of loud sighs in response. Most insurance professionals think of CE as those hours of online classes you have to take every two years so...

Determining which customer service channels you can support to better serve your policy holders. Customer service is essential to success in every industry; even more so in insurance. The technological landscape is constantly changing and creating new channels to provide better service to your clients. But which channels should your agency pursue? It's important for...

With 2017 having come and gone, the New Year brings new challenges and opportunities for your agency. Have you set your sales goals for 2018 yet? Have you put your agency in the best position to meet and exceed those numbers? Creating a sales plan can be difficult and time consuming, but it's essential to...

Re-Invent Your Presentation with the Audience in Mind   A customer presentation is one of the most important and useful tools available to an insurance agent. Face time with an organization’s decision makers provides a golden opportunity to distinguish your agency from the competition. But how do you differentiate yourself and make sure your presentation doesn’t...