--- title: Insurance Marketing Insights for Independent Agents | New Horizons | Client Needs Assessment description: Client Needs Assessment | Practical insights to help independent insurance agents generate consistent opportunities, stay compliant, and grow without relying on cold leads. image: https://blog.newhorizonsmktg.com/hubfs/og-5-2-blog.webp --- [![](https://cdn.prod.website-files.com/6978e65abed067e994e8d3ed/697926babf20ddeb2d4ff972_64c7ba8d78ae605d730bbe060cf878ba_NewHorizons-White-Tag.svg)](https://www.newhorizonsmktg.com/) - [Home Home](https://www.newhorizonsmktg.com/) - Agents Agents [Why Us?](https://www.newhorizonsmktg.com/why-new-horizons)[Become an Agent](https://www.newhorizonsmktg.com/become-an-agent)[Sell Your Book](https://www.newhorizonsmktg.com/sell-your-book-of-business)[Support](https://www.newhorizonsmktg.com/support)[Technology & Tools](https://www.newhorizonsmktg.com/tools-technology) Agents Agents [Why Us?](https://www.newhorizonsmktg.com/why-new-horizons)[Become an Agent](https://www.newhorizonsmktg.com/become-an-agent)[Sell Your Book](https://www.newhorizonsmktg.com/sell-your-book-of-business)[Support](https://www.newhorizonsmktg.com/support)[Technology & Tools](https://www.newhorizonsmktg.com/tools-technology) - 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And what if that roadmap also helped you cross-sell with minimal ... September 05, 2024](https://blog.newhorizonsmktg.com/insurance-fact-finders-an-essential-tool-for-senior-market-agents) #### [Client Needs Assessment Top 10 Client Needs Assessment Tips for Medicare Agents The Client Needs Assessment is the foundation of my sales process. When people ask me how I did over $6 million in annuity sales last year, ... February 28, 2022](https://blog.newhorizonsmktg.com/top-10-client-needs-assessment-tips) #### [Client Needs Assessment How to Become a $1 Million Insurance Producer Becoming a $1 million insurance producer is possible. But it’s going to take a lot of time, hustle, and determination to get there. June 29, 2021](https://blog.newhorizonsmktg.com/how-to-become-a-1-million-insurance-producer) #### [Client Needs Assessment The Ultimate Guide to Cross-Selling Insurance in the Senior Market Cross-selling insurance isn’t difficult. It can be intimidating at first, because you need product knowledge, a solid stable of carriers in ... April 13, 2021](https://blog.newhorizonsmktg.com/the-cross-selling-roadmap) #### [Case Studies Why An Agent Started Using the CNA After 33 Years Tim Bennett has been in the insurance business since 1986 and started regularly using the Client Needs Assessment (CNA) in 2019. Before he ... March 26, 2019](https://blog.newhorizonsmktg.com/why-an-agent-started-using-the-cna-after-33-years) #### [Client Needs Assessment \[Case Study\] What I Earned When I Learned How to Use a CNA Would you call me crazy if I told you that asking one extra question during an appointment could ultimately make you an extra $21,000? ... December 18, 2018](https://blog.newhorizonsmktg.com/case-study-what-i-earned-when-i-learned-how-to-use-a-cna) #### [Client Needs Assessment How Successful Insurance Producers Are Selling More Per Client There's no agent out there that would say they don't want to make more money. But for a lot of us, we think the only way to make more money ... December 11, 2018](https://blog.newhorizonsmktg.com/how-successful-insurance-producers-are-selling-more-per-client) #### [Client Needs Assessment Is Cancer Insurance Worth Selling? If you’re an independent insurance agent, particularly in the senior market, odds are you either sell cancer insurance or have considered ... April 03, 2018](https://blog.newhorizonsmktg.com/is-cancer-insurance-worth-selling) #### [Client Needs Assessment Why Having an "Insurance Niche" Is Bad Advice We’ve all heard the advice. Stick to one insurance niche. That way, you can become an expert with that one product, and you’ll dominate. December 05, 2017](https://blog.newhorizonsmktg.com/why-having-an-insurance-niche-is-bad-advice) #### [Life Insurance How to Do a Life Insurance Policy Review (A Shortcut and Real-Life Examples Included) A great way to add value and attract new clients is to offer a no-cost life insurance policy review. August 28, 2017](https://blog.newhorizonsmktg.com/how-to-do-life-insurance-policy-review-shortcut-examples-included) #### [Life Insurance “Hit for the Cycle” with Client Needs Assessment Recently, an agent did “hit for the cycle” when using a Client Needs Assessment (CNA). In baseball, “the cycle” is of course hitting a ... April 26, 2016](https://blog.newhorizonsmktg.com/hit-for-the-cycle-with-client-needs-assessment) This website is for agent use only. Not for public use or distribution. ![](https://cdn.prod.website-files.com/6978e65abed067e994e8d3ed/697926babf20ddeb2d4ff972_64c7ba8d78ae605d730bbe060cf878ba_NewHorizons-White-Tag.svg) New Horizons Insurance Marketing 122 W. 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