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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Manage Your Agency Facebook Page From Your iPhone

I know a lot of you struggle with keeping up with your social media because it can be hard to remember to post on a daily basis.  Plus, you have to worry about answering comments and not missing them.  Today I’m going to show you a quick way to manage your agency Facebook page from…

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How To Start Your Insurance Agency Process Manual

When you start growing and truly becoming a mega agency, there can be growing pains.  And if you aren’t prepared for them, then they can seriously hurt you later on. So before it becomes an issue, start planning for it now! Maybe right now, you’re running a small agency and 100% focused on growth.  You’re…

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Increase Insurance Sales By Being Available Everywhere

Insurance agencies require a lot of technology just to run everyday business.  There is a website for getting quotes, one for making changes, a different one for life insurance, and about 300 passwords to keep track of in the process.  (Slight exaggeration possibly, but it’s ridiculous to say the least.) I know a lot of…

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Sell Insurance: Where Do Your Customers Come From

You’re always thinking about how to sell insurance, right?  You want the phone blowing up with new quotes!  And it’s a constant battle to figure out where to spend your marketing dollars so you get the most bang for your buck. Here’s a secret…stick with what works.  If you’re doing marketing, investing in new strategies,…

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Sell More Insurance: Follow Up Within 24 Hours

Today is Day 1 in my series on “Creating A Mega Agency Without A Mega Budget: 59 Ways To Attract All The Insurance Clients You Need.” (Click here and enter your email address on the right to get the entire checklist instantly.) This list is a mix of marketing ideas and ways to streamline your…

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