Scale Your Agency
19 Tips Every New Insurance Agent Should Know
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.
14 Advanced Tips for Training New Insurance Agents
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.
11 Tips for Selling Insurance Over the Phone
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!
9 Insurance Agency Staffing Models for Maximizing Growth
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.
9 Best Automation Systems for Insurance Agencies
Automation systems are a useful way for insurance agencies to manage their customer relationship services, manage their social media marketing platform, and generate new sales leads to expand a business.
Below you'll find a list of some of the best automation systems available for insurance agencies. While all of these systems house different features beneficial to insurance agencies, they all have their strengths to boast. Keep reading to learn more about the 9 best automation systems on the market.
5 Best Practices for Managing an Agency
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.
6 Best VoIP Services for Insurance Agencies Reviewed
There have been some serious developments in Voice over Internet Protocol (VoIP) systems. VoIP technology is now the leading form of communication for many businesses, especially insurance agencies. We have reviewed 6 of the best VoIP services for Insurance Agencies and will share the pros and cons of each.
Getting to the Basics: Knowing your Numbers
Understanding commonly used industry terminology and understanding what statistics will help you evaluate your success, will only make your agency more profitable. Remembering basic business fundamentals is also key to having happy customers and continued success.
3 Keys to Scaling Your P&C Agency Using Internet Leads
Internet leads can be divisive. Knowing how to work internet leads, and understanding that they require patience and consistent follow-up can help you get the most out of them. Implementing the right automation systems and building your data set are key to having success with internet leads.
Direct Mail: Is It Worth It?
Promoting your business requires you to spend marketing dollars to build awareness in your community. Direct mail is still a viable way to market your agency, and studies have shown that people do still like receiving direct mail. It’s important for you to decide on details around direct mailings, to determine an appropriate budget.
Guide - Knowing Your Numbers: Measuring Performance in Your Agency
Knowing your numbers and how to calculate the most important statistics in your agency will be integral to your success.
Guide - Using Automations to Drive Internet Lead Success
This ebook will give insights into internet leads and how they can be used to help grow your agency.
How to Get the Most Out of Purchased Leads
Getting a lead to actually answer the phone or reply to an email or text can be difficult at first. Understanding people’s schedules and being patient are important to turning your leads into sales.
Are Internet Leads Worth Buying?
Marketing is essential, and yet expensive. One of the cheapest lead sources at your disposal is internet leads. Lead providers can help your business provide high intent leads, ultimately growing your agency.
Guide - Hiring to Scale
Learn how to cut the guesswork out of your hiring process, so you can bring new agents on with confidence.
Eliminating Bottlenecks in Your Agency's Pipeline
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!
Setting Your New Producers Up for Success
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.
What Makes an Agency Thrive or Fail?
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.
Ep 7: Using Automations to Drive Internet Lead Success
What do the top P&C agents do to scale their agencies with internet leads? Jeff Hogue from QuoteWizard share his answer with Todd.
How to Prevent Sales Burnout
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.