When you think of scaling insurance what comes to mind? You have built this great business but you want to add more value to your business. When you own your insurance agency, you know that as an entrepreneur you have to stay on top of things regarding your business.

You have to make sure the needs of your customers are met, which means the more value you have to offer your customers, the more customers you will get signed with your insurance agency. So what does it all mean and how do you go about scaling your insurance agency and building a great business?

As an insurance agent, you are probably used to having a busy schedule, and effective time management is a must to live a balanced lifestyle. However, time management is not quite as simple as filling out your calendar. Making the most of your days requires strategic planning and prioritization.

If you are an insurance agent who feels overwhelmed by your fast-paced lifestyle, you are not alone. Whether you specialize in service or sales, there are some distinctive strategies you can use to keep your days balanced and maximize your productiveness. Keep reading for some tips and tools to manage your time as an insurance agent.

New insurance agents need to understand what it takes to succeed in the insurance sector. An insurance agent can find success when they set reasonable expectations, develop a robust support system, and focus on putting their customers' needs above their own.

It is estimated that new insurance agents experience a 30% to 50% success rate, with this figure gradually dropping over time. The rate can vary depending on various factors, including the amount of training the agent receives, mentorship available, and the agent’s overall outlook.

Insurance can be a lucrative career path, but you must be willing to put in the hard work to get there. Training, networking, and the never-ending desire to deliver good service are critical factors that can impact an insurance agent's success rate.

There are many advantages to working from home. If you are looking to take advantage of this new trend by selling property and casualty insurance from your own home, there are certainly many avenues available to you.

No matter what is going on globally, there is always a need for many people to shore up their own insurance needs. Instead of meeting face-to-face, it is now possible to demonstrate and sell virtually any type of P&C insurance policy without even needing to see the client in a traditional fashion. Continue reading to enhance your efforts to sell P&C insurance right from the comfort of your own home.

If you want to create the perfect onboarding process for insurance agents today, then innovation must be at the center of the process. This will allow everyone involved to take advantage of the digital tools now available in the insurance industry. It also streamlines the process and allows everyone to get started more quickly.

Innovation is the key to perfecting the onboarding process for insurance agents. Personal interaction with clients is critical to success. However, innovation is increasingly necessary to do the behind the scenes work that gets quotes and policies into the hands of the people who need them the most.

Moving insurance agents into the digital realm during the onboarding process requires a focused approach that puts everyone on the same page. Continue reading to learn the steps involved in creating the perfect onboarding process for insurance agents.

An insurance agency is only as good as the agents it hires, and without quality agents to connect with consumers, the company's overall success is at risk. Therefore, it is crucial to hire the most skilled, qualified, and personable agents for your company. To do this, you need to know exactly where to find them and what to look for.

When looking for new insurance agents to hire, the best places to look are within your community or on social media and hiring websites. Make sure that you extensively adversitize the position and that employees and key clients are aware that you're hiring. Look for an ambitious individual that is personable but listens, and offer them a competitive wage.

Read on to learn how to hire insurance agents for your company who will positively benefit your team and business. We'll discuss where to start looking for these exceptional individuals, what qualities and qualifications they need, and what your company can do to entice potential hires to join your team.

Being an insurance agent can be a hard task. There is a very fine line between making your customer annoyed by your persistence and using it to get things done. Obviously, you do not want to be an agent who annoys their customers to profit off them. To be a good insurance agent, you should mix several professions inside of you. You are a financial advisor, you are a caring friend, you are a great salesperson and sometimes even a good actor.

If that sounds scary - toss that feeling away. Agents have a lot of aces up their sleeves to use their persistence and hard work to find a perfect balance between them and their clients. Here are 22 advanced techniques that will help you boost your business to a new level.

One of the hardest jobs out there is sales. And one of the hardest sales jobs is being an insurance agent. You have to get personal with people quickly and sell them something that they need but cannot see. And if that did not make it hard enough, there is the fact that the only thing people are more jaded about than insurance companies is lawyers.

That said, if you are new to being an insurance agent, get used to reminding yourself that you are selling something that everyone needs and that everyone knows they need even if they do not like it. So sit back and take a few minutes to read some tips that will ease your transition into the world of the insurance agent.

The insurance world is constantly changing and adapting to new needs, which means there's always a demand for new insurance agents. Insurance products can ensure quality of life and protection, but they require trust to be established between the company and the client. New agents must get well-rounded training to be able to assist this relationship.

If you're interested in the insurance industry and how new agents are trained, or if you're looking to train new agents as an instructor, read on to discover tips from the experts.

Selling insurance over the phone can be intimidating. You can’t see the person you’re talking with to read their reactions to your pitch, and you have to make snap judgements on how to proceed with nothing but their voice to guide you. Still, are there any techniques out there that will help you sell more insurance over the phone?

The answer is a resounding yes. If you’d like to know the top 11 tips for increasing your insurance sales over the phone, you’ve come to the right place. In the following sections, we will discuss everything from reading your audience to how to get referrals. So come along and get ready to make some sales!

Staffing an insurance agency requires detailed, careful attention and lots of prior planning. Data-driven decision-making is also crucial to ensure you hire individuals with the highest levels of expertise and who will manage your clients well to ultimately grow your business.

Still, it's challenging to know who is and isn't suitable for your company. Using these models and techniques listed below, you can confidently staff your agency to scale and maximize your agency's growth potential.

Managing an insurance agency can sometimes seem like an impossible task. If you’re not engaging in best practices, it can be difficult to juggle your clients' needs, the needs of your employees, and the task of keeping up to date with new technology. Fortunately, there are a few strategies you can begin employing now to make insurance agency management much easier.

Below we will discuss how you can take advantage of new technology, give your employees a growth mindset, and not only gain clients but keep them too. With our top 5 best practices for insurance agency management, you’ll be ready to take control.

Knowing your numbers and how to calculate the most important statistics in your agency will be integral to your success.

This ebook will give insights into internet leads and how they can be used to help grow your agency.

Learn how to cut the guesswork out of your hiring process, so you can bring new agents on with confidence.

Utilizing a telemarketing team can help your agency make the most of internet leads. Giving your producers the opportunity to only handle sales and service calls, rather than cold calling internet leads, can save your agency time and money in the long run!

Recruiting is challenging. What’s even more challenging is making sure your new hire thrives. It’s important to have workflows at your agency in place before you even begin hiring.

Top producers in this industry across the board are using some kind of sales automation software. Having a system in place to make sure you can track customers and set expectations is important to the success of your agency.

Hiring a producer is one of the most important responsibilities for a P&C agent. Knowing how to hire the best producers can be the difference between generating tons of premium and hardly generating any at all.

Hiring a producer is one of the most important responsibilities for a P&C agent. Knowing how to hire the best producers can be the difference between generating tons of premium and hardly generating any at all.