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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Optimism Pays Off In Insurance Sales

Ever wonder if your attitude really makes a difference in your insurance sales results? Well it turns out, it does! Last week, I ran across a study that I think every insurance agent should know about.  A few years ago (mid 1980’s), Met Life hired Dr. Martin Seligman to help them improve their hiring processes.…

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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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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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Increase Your Agency Retention: Client Birthday Cards

Today is Day 14 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 agency…

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Creating Your Insurance Agency Referral Rewards Program

Are you ready to create your insurance agency Referral Rewards program? Too many agents create a boring referral programs and NEVER talk about it to their clients.  Simply making a flyer and sending out a few gift cards rarely leads to the level of sales that you were hoping for.  You’ve got to make a…

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Attract More Clients With Local Networking

Today is Day 5 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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