Marketing

Do your sales pitches still resonate with your market? The American psyche is rapidly changing-and new, evolving attitudes...

Deadlock is to dealmakers what cliffhangers are to TV couch potatoes — frustrating yet compelling, as the impasse challenges each side’s negotiating maturity, skill, and acumen. This document by Patricia Berry offers 10 key methods for jump-starting a stalled exchange.

How do you become an insurance agent? How do you get clients? Do you need to be educated in order to sell insurance? Do you need to know about Instagram Ads? These are all questions that many potential insurance agents have, but they shouldn’t stop them from getting into the industry. With the right attitude and some helpful advice, you can succeed as an insurance agent regardless of your experience or lack thereof. Here are six tips that will get you started on the path toward success as an insurance agent.

Ask the Experts: "Please describe the ad campaign that worked most effectively for your agency. What made it so successful?"

Producer: Hello, (PROSPECT NAME), this is (PRODUCER NAME) from (ABC AGENCY). I enjoyed meeting with you in (MONTH), and I was...

Information overload has serious implications. Failure to respond to a client or carrier request can be harmful from both an E&O and a client service perspective. Laura Nettles tells you how to manage your work intelligently when everyone is expecting an immediate response.

Why Is the Referral Process the Most Powerful Way to Sell?

Without question, selling through referrals is the most powerful way to build your practice; not to mention the most enjoyable. Producers who really love prospecting for business through cold calls are rare birds. My guess is that you're not one of them. In this age of voice mail, increased competition, and everyone being super busy, cold calling has become less effective.

Bob Kerrigan, one of the most successful agents alive, says, "The way of the world is to meet people through other people. And the referral is the warm way we get into their lives."

Many readers have been asking me for scripts that cover the first phone call to a new referral prospect. Obviously, this first call will vary greatly for a number of reasons: The nature of your business, the circumstances of the referral, and whether or not your client introduced you in some way — just to name a few.

Have your insurance marketing email campaigns been showing inflated CTR numbers? This short article (3 minute read) will help explain what is going on and what you can do about it.

One of the most common questions we hear during consultation involves compensation for owner/producers, existing producers, and new producers. The principal question is how much and how to pay for production that compensates salespeople fairly and gives them incentives for continued growth.

The answer is complex because the same compensation models don't fit all producers.