Category: Agency Management
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March Insurance Marketing Plan
How is it possible that we’re already starting the last month of the 1st quarter of 2017? Time is flying by! Are you on pace for your goals? Remember, the best marketing is the stuff you do on a regular basis. Social media, referral programs, annual reviews, and networking all work – but you’ve got…
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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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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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4 Reasons Why Some Insurance Agents Are Making More Money
We’re doing something a little different today. Rather than writing out a post, I made a short video. Hope you enjoy! Download The Slides From Slideshare: Why some insurance agents get rich and others don’t from Robyn Sharp
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Become An Insurance Celebrity (and never compete on price again)
Brainstorm with me for a moment. Clear your mind and tell me this…who is the FIRST insurance agent in town whose name comes to your mind (other than your own name of course)? If we polled 100 people in your city and asked them to “name a local insurance agent,” who would they list? Better…
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4 Insurance Agency Processes That Will Make You More Money
The right processes have the ability to transform your agency. Especially when you give them a strong foundation and lots of accountability. But do they help you make money? I believe they do! Those little habits that you and your staff do day in and day out are what create the biggest changes in your…
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59 Insurance Marketing Ideas, Tips, & Strategies To Get All The Clients You Need
Need more insurance marketing ideas? Your insurance company representative will tell you to spend, spend, spend. But you can still create a strong, successful agency without draining your bank account and sending out hundreds of postcards (that never seem to get you any business!) You won’t see expensive TV ads or newspaper inserts…
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What To Do When Your Insurance Office Is Slow This Month
During the holiday season, the insurance business can slow down. Sometimes a LOT. So how do you keep yourself productive even when clients aren’t blowing up the phone? You always want your staff to be busy. Remember, you’re writing those payroll checks even if they are just sitting around chatting. So stuff HAS to get…
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Advice For New Insurance Agents – Keep Expenses Low
I get a lot of emails from people who are just starting in the insurance business or that are contemplating going in that direction. They are looking for ideas on getting clients and making sales, of course, but I always throw this advice in too….keep your costs LOW! If you’ve never been self-employed before, it’s…
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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…