Information to help you grow and succeed
Information to help you grow and succeed
Staying up-to-date on current trends is a full-time job. No worries, we've got you covered! Our weekly Blogs cover hot-topic information all housed in one place, making searching for new growth strategies a breeze!
Staying up-to-date on current trends is a full-time job, no worries, we've got you covered! Our weekly Blogs cover hot topics all housed in one place, making searching for new growth strategies a breeze!
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Bootstrap Marketing for IAs
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How to Motivate Your Team
At this stage in the game, most companies are going through an unexpected lull in enthusiasm. It’s not because we lack ambition or determination, it’s just that everything suddenly feels like a lot. We worked at the office, then we worked from home, now we’re back to the office. Swinging from place to place has … Read more
Bootstrap Marketing for IAs
You’ve heard by now the importance of investing in marketing for your agency, but 1) who has the time to launch several successful marketing campaigns and 2) where would you find the money to pay for them? The good news is that it doesn’t have to cost you an arm and a leg to build … Read more
How to Close Remotely
Whether you’re opening your agency up completely or permanently implementing work-remote options, the recent pandemic has changed how independent agents think about business. Gone are the days of door-to-door prospecting, with digital marketing and advertising taking its place. Times are changing, and independent agents need to acclimate in order to find success with the millennial … Read more
Streamline Commercial Lines Remarketing
Remarketing commercial lines is a big task and shouldn’t be taken lightly. In fact, many agents shy away from the it because they either don’t feel comfortable enough dealing with commercial lines or they think remarketing is too much of a hassle. Let me tell you something: it’s not as difficult as you think! There … Read more
Google My Business for IAs
The internet is not easy, we know, but something that could make or break a sale is your Google My Business page. More and more people go straight to Google when researching insurance agencies, and if you’re agency’s information isn’t accurate or easily readable, that will most definitely dissuade clients from reaching out. Here is a brief checklist of ways … Read more
Target Marketing for IAs
Target marketing is smart marketing, and if your agency isn’t using these five strategies already, we’ve got news for you: chances are you’re working too hard for too little payoff. But how can you find target markets? Here are five opportunities to look into: Take a look at clients you’re currently serving and examine your book of business. Do you write a lot of restaurants and contractors? Maybe you’ve had a lot of success providing life … Read more
COVID Cold Calling
Let’s face it, cold calling has been brutal these past few months. There is a full-proof way to stay consistent while calling potential clients, so you can focus on enriching your content and tell those nerves to take a hike! Here’s what to consider when cold calling after the pandemic: Write a script This way … Read more
Becoming Independent: Leaving Captivity
This blog is the first in a series that takes you all the way through your journey to becoming independent; from finishing your career as a captive agent to confidently running your own agency, ‘Becoming Independent’ will highlight each step in the process and what you can do to maximize your success rate. The first … Read more
Applied Epic 2020 Review
Finally, some exciting news for a change: Applied Epic 2020 arrived on June 7, 2020! This article will cover: Some of the new features The new available integrations What do I need to do to get the 2020 version? Wait, what is Applied Epic? Highlights of the New Features Home Screen Several enhancements to the … Read more
The Digital Customer Experience
The age-old question, “how do I get more leads, generate more sales, and help more customers?” Agents are asking that question more frequently, especially in the current market. We believe Independent Agencies can enhance their lead-generating capabilities by leveraging a digital customer experience, regardless of whether we are social-distancing or back to business as … Read more