Blog

How to Create Professional Insurance Agent Business Cards

March 27, 2018

Some methods of marketing just don’t die. And having professional business cards is one of them. I’m sure you already know all of this, but having a business card in general can be a powerful way to.

12 Best Google Chrome Browser Extensions for Independent Insurance Agents

February 27, 2018

Google Chrome extensions can make your life as an insurance agent not only more productive, but easier!

Why Insurance Agents Should Be Writing Personal Notes to Underwriters for Life Insurance Applications

February 12, 2018

As an agent, underwriting feels like this big mystery. You may not know who the underwriters are, and the decisions they make can either make or break a relationship with a client. One way to close.

The Ultimate 7-Step Onboarding Process For New Clients

September 12, 2017

After you make the sale, it feels all the work is done. And for the most part, it is! But if you’re interested in…

The Perfect Agent Workday for Maximum Productivity

August 10, 2017

The control! The power! The freedom!

75 Business Leaders Reveal Their Best Tips for Staying Organized

June 13, 2017

I asked 75 small business owners and company leaders a simple question:

Tracking mileage for insurance agents

February 16, 2016

If you are the type of agent who visits your clients, or even goes door-knocking, you need to be tracking your mileage. At a rate of 54.5 cents per mile for your tax deductions, why wouldn’t you?

A formula for making more money this year

January 6, 2016

As a general rule, I hate reality TV. Every show feels the same to me, from the way the shows are edited to create artificial drama, to the music that builds suspense before cutting to commercial..

Video: How to add your info to your client’s phone

June 10, 2015

You want your info saved on your clients’ phones. This is way better than a business card, because they always have their phones with them. This lets them know it’s you when calling them, and it.

How to handle a chatterbox client

January 6, 2015

We've all met people who talk and talk, and talk some more. You politely wait for a pause so you can get a word in, but it never comes. They can somehow continue pouring out their stream of chatter,.