5 Action Steps For Hitting Your Insurance Sales Goals

Hit Your Insurance Sales Goals

Ever had a BIG sales goal in mind, but not clue where to begin in hitting it?  Or maybe you just need to hit a certain number by the end of the month and you’re spinning on circles on where to begin. I taught a webinar on this very topic yesterday (and you can watch…

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May Insurance Marketing Plan

May Insurance Marketing

May has arrived and it’s time to talk about YOUR marketing plan. So here’s where to start. May Insurance Marketing Plan Annual Reviews – Annual reviews are the perfect opportunity to meet with clients (in person or by phone) to review coverage, up-sell, and get referrals.  Don’t miss out on the opportunities!  (I recommend doing them…

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The Quick Trick To Doubling Your Close Rates

Insurance Close Rates

Today we’re talking about how you can double your insurance close ratios by making a few small tweaks to your follow up process.  Ready to take action?  I hope so! So recently I ran across an article on Forbes about internet leads  (“Why Companies Waste 71% of Internet Leads“).  You can read the entire article here,…

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April Insurance Agency Marketing Plan

April Insurance Agency Marketing Plan

It’s a new month and the start of the second quarter of the year!  Woo-hoo! So I thought I’d share a list of important marketing tasks you need to implement in your agency this month.  (Especially if you’re feeling like you’ve had a slow start to the year.) So here’s where to start. April Insurance…

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Think Millennials Will Kill The Insurance Industry? Think Again.

Millennials

My younger sister and her family are in the process of buying a new home.  And that means shopping for insurance of course! I always find it helpful to look objectively at how people are REALLY buying insurance in order to determine the BEST way to market to them.  So how do millennials (in this case 26-28…

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How To Increase Agency Retention Using ONLY Email

increaseagencyretention

We all know that in order to keep retention high, it’s important to reach out to clients on a regular basis.  And one of the easiest (and most affordable) ways to do this is through EMAIL! So how do you do this?  First, you’re going to need to start gathering email addresses for clients and…

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Insurance Marketing System Members: New Website!

I’m so excited to finally and officially make a BIG change to the Insurance Marketing System!  We have moved to a bigger, more comprehensive membership website over the past few weeks.  Easier file downloads, faster and easier access, and more ways for you to manage your membership. If you are currently a member, you should have received…

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Highs and Lows of Insurance Expenditures Infographic

Agents:  Check out the infographic below for some great insurance stats and savings tips you can share with your clients. The Highs and Lows of Car Insurance Picking out car insurance can get pretty tricky. There are tons of different companies out there, and some of the rates can start to get pretty high pretty…

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Want Quotes? Stop Thinking Like An Insurance Agent!

Stop Thinking

You want more clients, which means you need more QUOTES! So you decide to start doing online marketing.  And you post on your agency Facebook page, send out email newsletters, and create a new website. But you’re not seeing anything happen.  It just seems like a big waste of time. While there are lots of…

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Should Your Staff Be Admins On Your Facebook Page

If you have a Facebook page for your agency, you may have run into this issue.  You want to have help managing the page…posting content, responding to client’s comments, etc.  But you worry about an employee leaving the agency and causing you to lose access to the page (or worse!) I’ve looked at pages before who…

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