May 13, 2020
Selling virtually is becoming increasingly popular in the insurance industry. But to build trust and close sales on video chat, you have to know what you’re doing. With the United States largely in a pandemic lockdown, face-to-face client meetings are now off the table and are likely going to...
Insurance Agent Success Strategies
Apr 30, 2020
Insurance agents can’t make a living without closing sales. But are canned techniques or strategic collaboration the better approach? Only you can decide. As an insurance agent, you know the importance of closing a sale. Since your products are intangible, and since prospects often avoid...
Insurance Agent Success Strategies
Apr 10, 2020
The COVID-19 pandemic has frozen economic activity. Have you reacted by cutting expenses? If so, be careful about cutting essential insurance. Has government-imposed social distancing reduced your access to prospects, freezing your ability to bring in new business? Has your income fallen so much...
Insurance Agent Success Strategies
Jul 23, 2018
If you’ve been a successful insurance agent for a while, you probably have figured out how to market and sell your products and services in order to make a comfortable living. You’ve grown accustomed to these practices—i.e., how to identify and approach prospects, uncover needs, propose...
Insurance Agent Success Strategies
Apr 2, 2018
Given mounting reports of cyberattacks on financial services firms, it’s easy to succumb to anxiety about how to respond. Should you just keep your head down until the attacks stop, assuming your firm is too small for hackers to care about? Or take action by teaching yourself defensive best...
Insurance Agent Success Strategies
Oct 12, 2017
As an insurance or financial-services agent or advisor, you’re in the enviable position of not having to purchase expensive equipment to transform raw materials into saleable widgets. All you need are your knowledge and skills, which reside in your head; a computer with an Internet connection;...
Insurance Agent Success Strategies
Sep 7, 2017
Do you use your blog to educate prospects and clients about insurance and financial planning? Do you post booklets or white papers on your website to attract visitors? Do you produce a podcast or post content on YouTube to connect with people who like their content in audio or video format? Then...
Insurance Agent Success Strategies
Sep 4, 2017
Editor’s note: The following is based on the website, Insurance Leads Guide, as well as on an interview with an ILG representative. For much more information on how to select an insurance leads firm for maximum return on investment, including reviews of the top players, go here. Do you buy...
Insurance Agent Success Strategies
Aug 31, 2017
Don’t you wish you had a dollar for every book that’s been published about how to succeed in sales? Or for every sales concept or system developed to make you (and their originators) wealthy? Or for the mountains of sales collateral created to lead prospects to the close? No doubt you’d be...
Insurance Agent Success Strategies
Aug 14, 2017
Are you a “buy-and-hold” type investor? Many agents and advisors adopt the same approach to lead generation. They rely on a handful of techniques that have worked well over time, failing to experiment with techniques that might pull better at a lower cost. Being a “buy-and-hold”...
Insurance Agent Success Strategies
Jul 17, 2017
As a life insurance agent, what’s your least favorite part of the business? Making sure prospects accurately answer health-history underwriting questions? Assuring they make their paramed appointments? Waiting too long for an underwriting decision, which delays your commission check? Chances...
Insurance Agent Success Strategies
Jun 19, 2017
We live in the age of social media. According to Pew Research Center’s Internet Project, roughly three out of four online adults use social networking sites such as Facebook or Twitter. A similar number of financial advisors use online platforms for work, according to a study from Cogent...
Insurance Agent Success Strategies
Mar 31, 2017
There’s one type of customer that all insurance clients wish they had more of. This customer comes to you ready to buy (you never have to chase them), is easier to close, and is more loyal. These customers? The referral. Referrals make your insurance business go ‘round. When you nail the...
Insurance Agent Success Strategies
May 2, 2016
We’ve all experienced the state of flow at one point or another. Time seems to stand still, and there’s only one thing in the entire world: your project. At other times you might have spent days trying to chug through what you’ve accomplished in one sitting. Your stomach growls and you...
Insurance Agent Success Strategies
Apr 7, 2016
My career started in retail management where I navigated sales, merchandising, logistics, human resources among many other responsibilities of running what felt like a mini-universe. I quickly learned that while I have a knack for operations, my heart is in helping people learn and grow. I was...
Insurance Agent Success Strategies
Mar 21, 2016
We all have moments we want to share with our friends and colleagues online, follow this infographic to know which platform is most appropriate for your updates....
Insurance Agent Success Strategies
Nov 30, 2015
Millennials are spending $600 Billion every year, but they don’t follow the buying patterns of previous generations. To successfully sell to millennials, producers need to adjust the way they think about marketing. Sarah Sladek from XYZ University offered five tips for focusing marketing...
Insurance Agent Success Strategies
May 7, 2014
How many times have you heard that people don't read websites? Well, if they don't read websites, what do you think visitors are doing on your site? So, think again and take a few minutes to review the content on your website or when creating new copy....
Insurance Agent Success Strategies
Sep 10, 2013
Be the first to experience the updated and enhanced version of the AgentMethods platform. We'll talk you through what's new and demo many of the enhanced features. Plus, we'll show you the latest Affordable Care Act content that will be added to your Content Library. .embed-container { position:...
Insurance Agent Success Strategies