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 Close Remotely

Closing clients 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 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

Target Marketing for IAs

Target Marketing Strategies

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

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

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

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

Referrals: Part of Every Conversation

referral programs

Referral Selling is a proven way to find quality prospects that convert at a high level and help you grow your agency. Having a referral system will provide a consistent source of new leads that will feed your agency on a regular basis. Referrals have a higher probability of converting into a client, yet most … Read more