Should Insurance Agents Use Linked In?

So you’re already trying to make the most of Facebook to attract more clients, but should you be other places too? A lot of clients ask me about Linked In so I wanted to talk about some of the pros and cons of this social network too. Linked In is similar to Facebook in that…

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Will Volunteering Get You More Clients?

This seems like a weird question, but I think it is something that people overlook.  Of course, you probably consider volunteering to be something that you do out of the goodness of your heart.  You volunteer at a local organization or your church.  BUT that doesn’t mean that it can’t be helping you grow you…

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Plan Your July Sales Goals Today

A new month is here! And not just any month, July marks the official halfway point of the year. That’s right. You are officially halfway to the end of the year. So, with that being said, it’s time to check in with yourself and do a little planning. With this being the holiday week, things…

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Get Your Staff To SELL

Today is an exciting day!  This morning I saw my face on the cover of PropertyCasualty360.com (Agent & Broker magazine) for an article I wrote about Facebook marketing AND today is the day I’m sharing a brand new training program on Getting Your Staff To Sell! I talk to agents all the time about what…

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Telemarketing Tips To Sell Insurance

Yesterday we talked about creating an in-house telemarketing campaign in order to drive new quotes (without paying a fortune for leads). Today, I wanted to give you a few tips for when your staff start telemarketing.  You will inevitably run into pushback if they haven’t telemarketed before and I don’t want that to keep you…

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How To Generate Insurance Leads Through In-House Telemarketing

One of our mottos in our insurance agency was always “do what others don’t want to do.”  When we worked internet leads at 7 or 8 pm, we made sales.  When we did in-house telemarketing, we made sales. Other agents would call and want to know what we were doing to be at the top…

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Track Your Insurance Staff’s Daily Sales Activity

A blog reader asked me recently about creating a daily sales activity report where a manager could check an employee’s progress on a regular basis.  So today, I’m going to give a few ideas on how you could create one for your agency. One thing I’ve noticed is that even with all the technology we…

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The Most Powerful Sales Tool In Your Insurance Agency

I believe that there is one tool that no agency should be without.  It’s not a high-tech expensive system or a complicated marketing plan. It’s a spreadsheet.  And one that you could probably make in under 10 minutes! We called ours the New Business Log.  Yes, I know that if you’re captive, there are tons…

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Insurance Marketing Ideas How To Setup Your Email Newsletter

Today, I’m going to walk you through how to use Constant Contact to create an email newsletter for your agency.  (Remember, you can try it for free for 60 days by clicking here!) If you missed my post yesterday about why I use email newsletters instead of paper, I talked about how easy and effective…

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Using Email Newsletters For Insurance Agency Marketing

Email is an easy and effective way to stay in touch with your clients and prospects over the long term without having to spend a lot of time.  It is highly automated and very inexpensive to regularly “touch” your clients and improve your retention. We want clients to remember our NAMES and faces.  They need…

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