Bootstrap Marketing for IAs

Bootstrap marketing techniques

You’ve heard by now the importance of investing in marketing for your agency, but 1) who has the time to launch several successful marketing campaigns and 2) where would you find the money to pay for them? The good news is that it doesn’t have to cost you an arm and a leg to build … 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

Introductory Meeting with Carriers

Important Questions to Ask During Carrier Meeting

Your First 180 Days as an Independent Agent: Recommendations for Success In this blog, we are going to cover what you should ask during your introductory meeting with carriers, documents to gather, and a template to keep it all organized. This will be the first in a series of blogs covering different topics that we … Read more

Direct Carrier Appointments vs. Producer Sub-Codes: Which Do You Have?

Direct Access vs Producer Code

Every captive looks to go independent because they’re tired of being told what business they need to write, how much of it they need to write, and who they have to write it through. You want your name on your book of business, and you want to keep your clients by offering multiple quotes that … Read more

Do you HAVE to call clients at renewal?

Businesswoman working at her desk in office.

Why you should always call your clients at renewal? No matter how successful you are, come renewal time you always have that one teeny tiny thought pop in your head: why not just let the sleeping bear lay? It would be so easy to just let the policy automatically renew. No hard phone call to discuss rate … 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

Social Media Tips for Independent Insurance Agents

Social Media Tips for Insurance Agents

Social media is unquestionably a powerful marketing tool that you can employ to promote your business, your products and services. Professional insurance agents may have their own Facebook or social media page. But that is not enough! You have to constantly find ways to keep your page interesting to your target audience and therefore, keep your traffic coming. Here are several suggestions from marketing … Read more

Sales Pitch Points

Diverse speakers make flip chart presentation in conference room

Selling insurance, just like anything else, can be tough. Customers have very specific needs and may not fully understand those needs themselves. In addition, with so many companies and insurance products on the market, it can be tough to convince new prospects that your company is the best. Fortunately, with a little bit of salesmanship, … Read more

30 Marketing Clues You Need To Use

Marketing Tips for Independent Insurance Agents

In 2012 there were almost 40,000 independent insurance agencies in the US alone. With 39,999 other competitors, how do you ensure that your company stands out? With so many other companies with similar offerings, it is critical that you have an effective marketing strategy. Ideally, your marketing promotes your brand, builds your business, and generates new clientele. To make your insurance … Read more