Sales Incentive Plan

Ready to create a sales incentive plan in your insurance agency?  A few weeks ago, we talked about common sales personality types in insurance agencies.  I gave a breakdown of the Optimist, Planner, Closer, and Problem Solver profiles.  Once you understand how they work, the next question is how to apply it to YOUR agency.…

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July Insurance Marketing Calendar

july insurance marketing

A new month is about to begin and it’s time to start thinking about your July insurance marketing plan. July Insurance Marketing Plan Draw your Referral Rewards winner from June and PROMOTE it on all of your social networks and email newsletter.  If you don’t know what Referral Rewards are, read this.  Remember, the benefit to referral programs is in…

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Life Insurance Sales Script

life insurance sales script

What motivates someone to buy life insurance? We know that people don’t always buy what they “need”, they buy what they WANT.  That means that in any marketing, you have to speak the right language to get the result you want (more quotes!) Studies have shown that these are the TOP 3 reasons someone purchases…

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No More Cold Calling!

No More Cold Calling!

Today we’re talking about insurance sales funnels – specifically relating to cold leads.  Cold leads used to be associated with the dreaded “cold calling“, but not anymore! When I talk about sales funnels, I always like to begin by breaking down a prospect into one of three groups – cold, warm, and hot. Imagine three…

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Insurance Sales Personality Types

insurance sales personality

Have you ever wondered why you could take two staff people and train them the EXACT same way and one would be great at sales while one would be terrible?  It might just be their insurance sales personality! I’ve seen this happen over and over again.  And the more research I’ve done, the more the…

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June Insurance Marketing Plan

June Insurance Marketing

A new month is beginning and it’s time to start thinking about your June insurance marketing plan. June Insurance Marketing Plan Draw your Referral Rewards winner from May and PROMOTE it on all of your social networks and email newsletter.  If you don’t know what Referral Rewards are, read this.  Remember, the benefit to referral programs is in the promotion.…

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May Insurance Marketing Plan

A new month is about to begin and it’s time to start thinking about your May insurance marketing plan. May Insurance Marketing Plan Draw your Referral Rewards winner from April and PROMOTE it on all of your social networks and email newsletter.  If you don’t know what Referral Rewards are, read this.  Remember, the benefit to referral programs is…

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April Insurance Marketing Plan

April is only a few days away and it’s time to start thinking about your insurance marketing plan. We’re kicking off the 2nd quarter of the year and it’s usually a busy one.  In the spring, home sales pick up and the winter slump ends.  It’s a great time to kick up your marketing so…

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Are Acres of Diamonds Hiding In Your Insurance Agency?

Have you ever heard the Acres of Diamonds story?  Here’s the short & sweet version:  A farmer learned about diamonds and sold his farm to go get rich diamond mining.  (Spoiler….he never found a diamond!)  The man who bought his farm found acres of diamonds on the property, right under the farmers nose the entire time.  (You…

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March Insurance Marketing Plan

How is it possible that we’re already starting the last month of the 1st quarter of 2017?  Time is flying by!  Are you on pace for your goals? Remember, the best marketing is the stuff you do on a regular basis.  Social media, referral programs, annual reviews, and networking all work – but you’ve got…

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