There is a big difference between winning a policy and becoming someone’s trusted insurance advisor.A customer can buy something from you once.A client is different.A client...
If your entire sales process starts with “let me get you a quote,” you are playing a game the biggest insurance companies are built to win.Insurance...
A surprising statistic kicked off this week’s IA Fast Forward: roughly four out of five policyholders say they have never received proactive communication from their insurance...
High performers usually do not stop being good employees overnight. Sometimes they simply run out of room.One of the easiest employees to overload is the one...
Agency owners have a unique problem.You can do almost everything.You can chase electronic signatures.Update the calendar.Process paperwork.Handle bookkeeping.Follow up on service requests.And somewhere between all of...
Carrier incentives can be great. The problem starts when short-term money changes a long-term strategy.It is incentive season.After several difficult years, carriers are pushing hard to...
Agency owners hear a lot about finding a niche.Pick an industry. Become the expert. Build your marketing around it.That can work.But this week’s IA Forward conversation...
A good referral partner can be incredibly valuable to an insurance agency.But there is a hidden pressure that can come with that relationship.The mortgage needs to...
When someone starts telling you how terrible their previous insurance agent was, it can feel like an immediate yellow flag.Sometimes it is.But not always.The better question...
Marketing does not always create an immediate lead, but that does not mean it is not working.You sponsor the event.You take a realtor to lunch.You post...
