Bootstrap Marketing for IAs

Bootstrap marketing techniques

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

The Digital Customer Experience

Agents should focus on their 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

Current Trends in Insurance

The evolution of insurance

The coronavirus pandemic has impacted almost every aspect of our lives. Daily activities like grocery shopping, chatting with friends, and traveling to and from work have all changed to incorporate some aspect of uncertainty. With so many resources out there claiming one thing or another, how can you pinpoint exactly how your industry is changing … Read more

Symbiosis & Your Agency

an agency building symbiotic business strategies

To anyone who hears the word ‘symbiosis’ and is immediate transported back to high school biology, I apologize. It’s important to understanding that symbiosis doesn’t just refer to biological relationships, but also inorganic entities like your agency. Adopting a symbiotic relationship business strategy can boost your agency’s visibility and prominence in the local community, as … Read more

Why Your LinkedIn Sucks

Woman writing on notepad

Think your LinkedIn profile is attractive? Take another look. Would you glance twice at it if you were a prospective company or client? If your answer is no, we’ve got you covered. Here are some quick and easy tips to spice up your profile! Add More Content Make a longer, more detailed ‘summary’ section with … Read more

Do you HAVE to call clients at renewal?

Businesswoman working at her desk in office.

Why you should always call your clients at renewal? No matter how successful you are, come renewal time you always have that one teeny tiny thought pop in your head: why not just let the sleeping bear lay? It would be so easy to just let the policy automatically renew. No hard phone call to discuss rate … Read more

Free Marketing Tools for Insurance Agents 

Free Marketing Tools

America’s largest companies spend mind-boggling amounts of money on advertising, with behemoths like Procter & Gamble, AT&T, and Disney spending billions every year. You don’t have billions (yet!), but there are many ways you can successfully market yourself without even spending a dime. Email Of course you have email, but are you using it effectively as a marketing tool? There’s … Read more

Social Media Tips for Independent Insurance Agents

Social Media Tips for Insurance Agents

Social media is unquestionably a powerful marketing tool that you can employ to promote your business, your products and services. Professional insurance agents may have their own Facebook or social media page. But that is not enough! You have to constantly find ways to keep your page interesting to your target audience and therefore, keep your traffic coming. Here are several suggestions from marketing … Read more

Sales Pitch Points

Diverse speakers make flip chart presentation in conference room

Selling insurance, just like anything else, can be tough. Customers have very specific needs and may not fully understand those needs themselves. In addition, with so many companies and insurance products on the market, it can be tough to convince new prospects that your company is the best. Fortunately, with a little bit of salesmanship, … Read more