Author: Robyn Sharp
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Insurance Annual Reviews Process Made Easy
Annual Reviews (also called Customer Protection Reviews) have been around a long time. The basic idea is that you meet with every client each year to review their coverage and make adjustments as needed. It’s also seen as a good opportunity to up-sell. But here is my experience with the “typical” annual review process… Your staff spend…
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5 Things To Track In Your Insurance Agency Today
Tracking is so important to having a successful business of any kind. If you don’t know the numbers, it’s going to be pretty hard to improve them isn’t it? When you are working on sales, and someone else is answering the phone, and another person is making sales, and someone else is updating the books,…
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Two Ways To Sell Life Insurance To Existing Clients
Earlier this month we talked about annual goals and building sales from your current book. Today I want to talk about life insurance in particular. This is an area that causes a lot of stress for many agents. Typically because it’s part of your annual requirements but not part of your regular activity. There is always a rush…
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How To Get Insurance Quotes From Facebook
Everyone wants to know how to get insurance quotes from Facebook. It’s one of the most common questions I hear! Because let’s face it, you’re not using social media just for fun. You’re using it to grow your business! Which is why it’s important to understand the WHY behind it all. Get Insurance Quotes From…
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Google Ads For Insurance Agents
Everyone wants their website to rank at the top of Google. When you’re at the top, people find your site first when searching for insurance or looking for a local agent. But very few have any idea HOW to make it happen. First let’s look at how Google displays results. In the example above,…
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Homeowner’s Policy Specifics…Are You Prepared?
I always think that it’s important for agents to see keep up to date with what large news media sources are saying about insurance. It’s what consumers here and where they take advice. And let’s face it, it’s not always accurate! But if you don’t know what is being said, then it’s hard to be…
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Motivating Your Employees To Sell
Back when I wrote my training course on “Secrets To Getting Your Staff To Sell”, I spent a lot of time researching how people motivated their employees. Well, last night I was reading the latest issue of Inc magazine and ran across a short article called “Don’t Reward Failure.” Basically a study was done on…
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Creating Fun Insurance Marketing From Pinterest
Sometimes you have to think outside the box to find great marketing ideas. You can’t just look at what other insurance agents are doing (unless you just want to be like every other insurance agent in town). That’s one thing I love about Pinterest. There are millions of great ideas just waiting to be found!…