Referrals: It can’t hurt to ask

How can you use a working referral program to generate more business? Referrals are the most coveted way to gain business, and in an age where exposure means everything, they are one of the ways prospective clients determine your credibility. Honestly, the easiest (and cheapest) way to market your agency is by word of mouth, … Read more

Get Your Website Noticed

Website Updates

Since Safeco started offering a website grader for insurance agents, many members of our network have started to reach out for suggestions on how to improve their Google standing and overall web traffic. We created a list of the most common things independent agents can update that can not only improve your Safeco score, but … Read more

Outstanding Commissions Guidelines

Understanding Outstanding Commission Reports

You keep hearing about Outstanding Commissions, but what exactly are they and why are they important to your business? The Outstanding Commission report identifies commissions that have been received, but cannot be reconciled due to the policies not being entered correctly in Epic or not entered at all. This is a report that is emailed … Read more

Incentives to Motivate Staff

How to motivate your team

One of the hardest parts about working as a team is motivating your fellow group members. I once had an agent ask me how he could convince his coworkers to cross sell business and upsell current clients. Without hesitation I responded, “With money and fame!” The tricky part was that his business plan could not … Read more

When are Life Settlements Needed?

senior couple smiling

In my previous article, I spoke about how both you and your clients can benefit from life settlements. Though the advantages seem too good to be true, there are real-life situations where your customers stand to gain more through life settlements than they would retaining an outdated life insurance policy.   Here are a few … Read more

Why You Should be Attached to Attachments

Overwhelmed by documents

Have you heard staff ask questions like, “Where are the carrier documents?” or “Where are the quote sheets?” Do you find yourself spending a lot of time looking for declaration pages, client information, or the last ten signed applications the carriers ask for? Let’s be honest, it was easier to grab paper documents while working … Read more

How to Make More with Life

Life Insurance

Selling life insurance is already cumbersome, so why even bother adding to it? I’m a life guy, have been for 40 years selling over $1B of face amount. From the very beginning I concentrated on building my business by finding unique niches that made my value proposition more attractive to prospects. Once I earned their … Read more

Merry Social Media Marketing Ideas

social media marketing ideas

2020 is FINALLY wrapping up, which means everyone is rushing to wrap up loose ends and close out the year on a high note. If your social media creativity is as empty as my grandma’s cookie jar, try focusing on having fun this holiday season. The great thing about the winter holidays is that they … Read more

How to Protect Your E&O

Educate staff E&O insurance policy

Over the years, I have seen some mishaps from CSRs, producers, and agency owners that have resulted in clients filing a claim against their agency’s E&O Insurance policy. The real kicker is that some of these could have easily been avoided. As an agency owner, you try and protect your E&O Insurance against all possible … Read more

IA Moving Checklist

Moving independent agency new location

So you’ve decided to relocate your agency which means you are primed for big revamp, and I’m not just talking about redecorating your office. Whatever the reason may be, moving presents a great marketing opportunity to expand your prospecting and connect with current and past clients. Moving is stressful, but your marketing shouldn’t be which … Read more