3 Cross-sell Email Templates

Cross-sell clients

Knowing how to cross-sell is a great tool in any agent’s arsenal. The trick is to seamlessly incorporate another product into your client conversations. It sounds easy, but messing it up can damage your relationship with your customers. You have to find coverages that are relevant to your clientele. Are they a home-no-auto account with … Read more

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

Why Do You Need Email Marketing?

Email marketing for insurance agents

Think about how many times you use email in your own life. How many times a day you hear that ding from your phone? Let’s face it, email is a big part of our lives. Email marketing, when done correctly, can be like having your very own money tree. Chris Combemale, CEO of the Data and Marketing Association once said, “email stands as one … 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

Is Email Marketing Really Important?

Is Email Marketing Important

Every day we are communicating with coworkers, businesses, and even friends and family — our lives are in our inbox. When it comes to our spending habits, most of us expect businesses to communicate with us through our email address, providing us relevant information on promotions, deals, or changes to their service. Gone are the … Read more