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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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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Want To Guarantee New Insurance Leads? Do This.

Every day I hear from insurance agents that want to generate leads from social media, BUT they don’t see how to make it work.  They’ve tried hooking up their Facebook page to automatic posts from their company and heard nothing but chirping crickets. So HOW do you actually see new business from social media when you’re…

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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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Insurance Agency Process: The Weekly Team Meeting

If you’ve set big goals for yourself and your agency this year, then you need to have a process in place to review those goals on a regular basis. One of the easiest ways to do this is with a weekly team meeting. It’s so easy to lose sight of BIG goals when you get…

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How Your Staff Can (unintentionally) Screw Up Your Agency Brand…

Delegation is a beautiful thing…except when it backfires. I’ve seen too many agents delegate the seemingly “less important” tasks, like writing an email newsletter or posting on their Facebook page, to their staff and ultimately regret it. Why?  Because they just aren’t always equipped to represent your brand the way you would! Here’s a few problems…

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59 Insurance Marketing Ideas, Tips, & Strategies To Get All The Clients You Need

Need more insurance marketing ideas?  Your insurance company representative will tell you to spend, spend, spend.   But you can still create a strong, successful agency without draining your bank account and sending out hundreds of postcards (that never seem to get you any business!)   You won’t see expensive TV ads or newspaper inserts…

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How To Protect Your Insurance Agency Social Media Accounts

Many of you tell me that you’re concerned about social media in your agency.  You worry about clients writing negative reviews on your page or seeing complaints about the company you represent (when you have absolutely no control over what they do). But I’m here to tell you that most of the time, those things…

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Goal Setting For Your Agency Staff

If you read my last post, then you’ve already learned my process for setting action oriented goals. (If not, read it first here!) But what about your STAFF? As I explained before, goals are a process. Checking one off the list should help other goals get closer to completion too. Remember – quotes lead to…

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What To Do When Your Insurance Office Is Slow This Month

During the holiday season, the insurance business can slow down. Sometimes a LOT. So how do you keep yourself productive even when clients aren’t blowing up the phone? You always want your staff to be busy. Remember, you’re writing those payroll checks even if they are just sitting around chatting. So stuff HAS to get…

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