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Becoming Independent: Leaving Captivity
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Our Most Recent Blogs
Stay Motivated as an Insurance Agent
To be successful in the insurance industry, you need to remain motivated, hungry for new clients and new opportunities. Of course, as with almost any job, this is always easier said than done. In addition to being engaged with peers and clients, a motivated agent is constantly seeking to improve business relationships and take a look at their performance and opportunities for growth. Even if being motivated is understood as important, it can be difficult to remain focused and engaged every day. When it comes to insurance, there are specific things agents can do to motivate themselves to be as...
Save Time & Money as a Small Business Owner
Whether you are running an agency or pursuing another business venture, running a small business can be time consuming and, if not done properly, expensive! Especially during the start-up phase, spending your time and money efficiently is key to longevity in the insurance industry. Here are some tips and tricks to help save you big time. Outsource Just because you are an independent insurance agent does not mean you cannot build a team around you. There are certainly going to be tasks from time to time that are better suited for an expert. Hiring a freelance contractor to help build...
Building a Network of Referral Sources
Every business owner would love to have a profitable referral network, but few are able to manage one successfully to build their network. As an independent insurance agent, having a strong and reliable referral network can guarantee a steady stream of new clients. However, building a referral network is not as simple as just asking for a review or referral. It’s important that you identify the right people and businesses to add to your professional community. You need the right strategy to ensure that you are able to connect and network together well into the future. Create an incentive...
Three Carrier Appointment Types
There is one key question you should ask any aggregator before you join: What type of appointments will I have access to? Varying carrier appointments mean very different things when it comes to access, earnings, and ownership of that business. Before you sign on the dotted line, ensure you understand all the differences laid out below. Don’t end up surprised when it comes time to service, get paid on, or transfer a policy. What are the different types of appointments? Wholesale/Brokered – You write business directly through a wholesale company or MGA. Some networks have programs where you have to...
Let the System Manage
Whether your agency has 20 employees or one, an agency management system can help improve your efficiencies. If you are looking to streamline your business without completely changing your operations, look to your management system to provide specific client reports, prospecting lists, and more. Here are a few major benefits to using your management system more: Client servicing and prospecting are easier. An agency management system provides a single location for all your customers' personal information along with their policy information. Remember, your management system is only as good as the information you add and update. By including prospects in...
Updating Your Address without Destroying your Google Ranking
If you are planning to move your agency, here are some tips to prevent your Google ranking from becoming a disaster. Now, before you get excited and make these changes weeks before your actual move, you should know that premature address changes are against Google guidelines and could cause a lot of issues in the future. That’s why we recommend following these best practices from start to finish without skipping steps or jumping ahead! First, Behind the Scenes Updates You should update your website before making any Google My Business changes. Once you request your address change, Google will look...
Fourth of July Email Templates
If your offices are closing to celebrate the USA’s Independence Day, you will need to notify your clients of the closure and which day you plan to return to business. We created several email templates you can use when communicating your holiday office hours. There are a variety of fun headers to choose from, and you can mix and match the language to create your perfect Fourth of July email! Option 1) Formal Dear [Client's Name], In celebration of Independence Day, our offices will be closed on [Insert Date]. We will return will our usual business hours on [Insert Return...
3 Cross-sell Email Templates
Knowing how to cross-sell is a great tool in any agent's arsenal. The trick is to seamlessly incorporate another product into your client conversations. It sounds easy, but messing it up can damage your relationship with your customers. You have to find coverages that are relevant to your clientele. Are they a home-no-auto account with a teenager learning to drive? You have to consider your customer's past, present, and future needs in order to pitch them the most helpful product. If you aren't sure how to start the cross-sell conversation, here are some templates to point you in the right...
Keep it Clean this Summer
Spring cleaning is in full swing as agents prepare for the summer’s shenanigans. While you spend time decluttering your physical workspace, don’t forget to give a little TLC to your digital one! If you don’t know where to start (Epic can be a beast, I know), here are some quick and easy fixes that can get your data looking lean, mean, and ready for summer! Get rid of duplicate accounts. Duplicate clients can cause frustration and having multiple accounts on the same client can make for a difficult time deciding which version is the most updated. Spent a couple minutes...
Are You Compromising on Ownership & Earnings?
There is one key question you should ask any aggregator before you join: What type of appointments will I have access to? Varying carrier appointments mean very different things when it comes to access, earnings, and ownership of that business. Before you sign on the dotted line, ensure you understand all the differences laid out below. Don’t end up surprised when it comes time to service, get paid on, or transfer a policy. What are the different types of appointments? Wholesale/Brokered – You write business directly through a wholesale company or MGA. Some networks have programs where you have...
Who is ASNOA?
The Agent Support Network of America (ASNOA) is a fully integrated marketing and service network for independent insurance agents. We offer more than just carrier and market access, we support your entire business with our list of services, which includes accounting, licensing, marketing, training, and ongoing education. Contact us today to see how we can help you grow your agency.