Category: Agency Management
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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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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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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…
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Sell More Insurance: Follow Up Within 24 Hours
I used to tell my staff to “follow up with a prospect the next day” after giving a quote. And honestly, I thought that was sufficient. I really didn’t think it could be interpreted any other way. But I was totally wrong. See, my staff instead created their own personal internal system for deciding who…