Author: Robyn Sharp
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5 Ways To Increase Insurance Agency Revenue Immediately
Most agents want to make more money. You aren’t just running this big business for the fun of it right? You want to GROW! You want to hire more people and be able to enjoy a little more time off. But all of this requires money. So today, I’ll share with you five things to…
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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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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 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 Sell Life Insurance
Life Insurance….does it make you a little crazy sometimes? If you’re a captive agent, you probably have a certain amount of life and financial production that you must sell each year. And many of you will wait until about November to start thinking about it! The problem is that those of you most focused on…
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Increase Your Agency Retention: Client Birthday Cards
There is a general marketing rule that says you need to “touch” your clients around 6-7 times per year. (Not physically touch, thank goodness. 🙂 ) This kind of touch is simply an effort on your part to connect each customer with your name on a regular basis. They recognize you, feel more connected…