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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Insurance Social Media Management: New Facebook Changes

More Facebook changes you need to know about… People always complain about Facebook being hard to manage for businesses and I’m excited today to see that they have taken some of those complaints to heart. If you go take a look at your agency Facebook page, you’ll see these changes are already live and available.…

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Cross Sell Insurance To Increase Profits & Loyalty

When you want to increase profits in your agency there are two big options, right? Find New Clients Increase Retention But there is one way that is hiding in between these two.  You want to not just hold on to your current client, but increase how much revenue you receive from each of them in…

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