Set Yourself Up for Success in 2021

Setting goals for 2021

The new year brings new goals, and it’s safe to assume that most of us are looking for a more prosperous turnout than what 2020 left us with. One way to measure your success and track your forward progress is by setting goals for your independent agency, but not just any goals. SMART goals are … Read more

2021 Insurance Trends to Watch

2021 Trends for insurance agents

Ok, I’ll say it: We are ALL glad 2020 is almost over! This year threw a lot at small businesses, and some of us are still trying to put our heads on straight. To get yourself a little more prepared for 2021, here are some trends to watch in the insurance industry. Data-driven insurance This … Read more

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 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