Generating Insurance Referrals With Rewards

I talk a lot about the importance of Referral Reward programs for generating insurance referrals!  And today I want to share a little bit more about them.  A referral program is very simple.  You’re simply rewarding a prospect or client for sending someone to your agency for a quote.  That’s it!  You can make them…

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The Marketing Lists You Need In An Insurance Agency

You’ve heard marketers talk about “your list”, but are you still a little unclear on what that really means? Today I’ll break down what the key “lists” are in an insurance agency.  And what makes this even better?  You probably already have them and just need to put them to use! List Basics A list is…

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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 To Deal With Negative Online Reviews About Your Agency

Many insurance agents avoid online marketing because they’re worried about getting negative reviews.   You’ve probably experienced an irate client a few times in your career.  In this industry, it happens!  People are typically dealing with major accidents and losses and aren’t always feeling calm and patient.   And while these situations are few and…

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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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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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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 Create A “Get A Quote” Form On Your Insurance Agency Facebook Page

Back in 2012, I wrote a popular post on how to add a get a quote insurance form to your Facebook page (along with a tutorial video).  Unfortunately, over the years and with Facebook’s design changes, that DIY method no longer works! Get A Quote Form Now, you will need to use a service that…

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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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Sell More Insurance With Testimonials

Sometimes you do a quote and it come back amazing.  You’re saving this client a thousand dollars a year!  They’re ecstatic.  They love you!  They can’t believe they didn’t do this sooner. This is the time to ask for a testimonial. Tell your client that you would really appreciate being able to tell others about…

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