Five Things Millennials Look for When Buying Insurance

Millennials buying insurance

Millennials are obsessed with the idea of adulting (v. behaving like a responsible adult, typically characterized by the accomplishment of mundane but necessary tasks). I know this because I, myself, happen to be a millennial who works in one of the most traditionally ‘mature’ industries in the world: insurance. There’s nothing more adult than buying … Read more

Need-Based Selling

Need-based selling tips

Let’s talk about potentially the greatest shift in sales in this century: Need-based selling. Need-based selling means restructuring your sales strategies around your individual client’s needs. Up until the pandemic, most sales tactics were based on product offerings; you can provide countless auto policies from all of the biggest carriers, and that is why people … Read more

Developing a Strategy For Success

Examples of a SWOT Analysis

One of the easiest ways to figure out how efficiently your agency is running is by performing a SWOT Analysis… but what the heck is that? Long story short, a SWOT Analysis is a technique for assessing (S)trengths, (W)eaknesses, (O)pportunities, and (T)hreats in your business (mindtools.com). So how is a SWOT helpful? You can use … Read more

How to Motivate Your Team

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

Streamline Commercial Lines Remarketing

Remarketing to Commercial Lines clients

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

COVID Cold Calling

Cold calling post covid-19

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

Resigning from a Captive agency

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

Epic 2020 is here!

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

How to Compare Insurance Networks

Comparing insurance networks

More money, independence, access, how many times have you heard these buzz words from other networks you’ve interviewed? The truth is they lure you in with these promises, but once affiliated, you’re quick to see the tarnish under the shine. We don’t mean to burst your bubble, but we’re tired of watching independent agents fall … Read more

Post Covid-19: Returning to Normal?

This is the new normal after the pandemic

After months of being at home and unable to meet with our friends, we’re REALLY ready to get back to normal. But what is normal after COVID-19? What should we expect to see in our daily lives following the weirdest pandemic the world has ever seen? Honestly, there’s not much we can do to prepare … Read more