Insights

According to the Small Business and Entrepreneurship Council, 86.2 percent of businesses operating in the United States are small businesses. This is such a large market, and there is a huge opportunity for insurance agents to tap into it. Plus, developing lasting relationships with small businesses will provide endless opportunities to gain...

Last year we wrote about chatbots and their rise in the public eye. Now that a full year has passed, we can more closely examine the future of chatbots for insurance. This idea of a virtual bot is not going anywhere. They are becoming more extensive and easier to create for any business or agency. The primary purpose of chatbots has been for...

There are a great many times we talk about how to get leads, but rarely do we talk about the mistakes we should avoid when trying to run a profitable agency. Not Calling Right Away For every minute that the lead does not get a phone call, your chances of making a successful contact drop dramatically. When a new lead comes into the system, do not...

Twitter is often not the first place that many agents consider to increase their traffic and brand awareness, but used correctly it can do just that.  Finding Your Target Audience When looking to expand your audience, the first thing you need to do is to examine the audience you are already serving. Make notes about your clients keep track of the...

Organic Facebook engagement and reach seem to be harder and harder to come by as a lot of social media moves toward a pay-to-play model. Regardless, there are still a few ways you can drive engagement on your agency's Facebook.  Curate content that is helpful to your audience While posting your content on Facebook is a great way to share and...

The demand for a stream of continuous content creation is ever growing and changing. A positive to report is that blogging does not seem to be going anywhere. There have been slight changes however. More and more businesses are saying that longer posts of 1,000 words and above are good for bringing in leads. Keep in mind that many of these...

If you are looking to grow your agency's profile on Instagram, it will be important to get employees involved as band ambassadors. Participating in this role will add a new layer of responsibility for those who accept the challenge, but it will also give them an enhanced level of ownership in the agency's marketing efforts and may promote a happy...

The holidays can be a pleasant time for a lot of employees; it can also be a time where productivity in the office runs thin. A lot of agents will be in and out taking vacations or occasionally getting hit with a cold. So, the challenge falls on you to keep the agents ready to work and strive for success during this last month of the year. If the...

As we enter the final month of the year, the time has come once again to reflect on your social media campaigns and identify ways to improve and grow in the coming year. Here are a few questions you need to ask before you start your deep dive. In general, how are your channels doing? What channel do you think is bringing you the greatest ROI? Do...

There are many different types of insurance agents all of whom need different types of sales incentive plans. Far from being an expendable luxury, sales incentives, when implemented effectively, can play a big role in building your customer base and retaining top-notch sales professionals. Perhaps you have already offered some form of sales...

Customer satisfaction is one of the biggest things we can strive for in the insurance industry. Every agency aims to offer customers a unique and positive experience. Here are a few things you can work on to help ensure that your customer interactions are truly a memorable experience. Learn the Basics When you are dealing with a client or...

Fine-tuning your sales pitch can be a difficult task to accomplish. That being said, the task doesn’t need to be exceptionally daunting. Keep in mind these four easy ways to keep your pitch sounding sharp. Do Your Research When you are meeting with a client, be sure you have done as much research as possible about who they are and what their...

With technology, information and knowledge are readily available to us. If you want to succeed as an independent agent, you need to be constantly ready to learn. Luckily, because of technology, there’s a lot that you can learn for free. There are many different classes offered through free "open university" courses that can help you to gain a new...

A follow-up is a great time to reconnect with a prospective client and the perfect time to let them know that you are still around. With a follow-up, the most important thing to note is that the smallest gestures can go a long way. If you have an opening to create a follow-up opportunity while meeting with the clients, it is a great way to make...

Working in insurance requires you to balance yourself carefully in the public eye. When meeting new people, you will want to showcase the best of yourself since you never know who is going to turn out be your biggest referral. When networking, you’ll want to make it clear that you are knowledgeable without being overly pompous. One way to achieve...

Once you have begun to increase the volume of traffic to your website, you are going to want to convert those visitors into clients. Hopefully, you have some system in place already to track where your leads are coming from. This is a vital tool if you are going to be changing things and running tests from this point on. You can’t run an...

While there are many ways to generate leads and feed your email marketing lists, there may be a time where you simply hit a wall or need to branch out when your current batch of leads just are not converting. One of the most popular ways to generate leads using social media is to host a giveaway. However, as an insurance agent, you may be...