Agent Login Cheat Sheet (Bookmark This For Later)

October 24, 2017

We want to give you a single place to go to access all agent portals. It can be a pain to track them down, and if you’re anything like us, you probably have a ton of bookmarks for each carrier.

How to Improve Your Speaking Voice to Close More Sales

October 16, 2017

Flashback to Speech 101 class.

Lead Gen & Sales Retention Tips From Sales Coach Brian Nate

September 26, 2017

Brian Nate is an insurance marketer, retention specialist, and sales process guru. He works with agencies to implement proven sales strategies that create predictable sales results. Visit his…

How to Find Potential Clients on LinkedIn: Q&A with 4 LinkedIn Coaches and Experts

September 5, 2017

Finding clients and prospecting is one of the hardest parts about being an independent insurance agent. I’m sure you’ve tried just about everything in the book, but have you ever considered…

How to Do a Life Insurance Policy Review (A Shortcut and Real-Life Examples Included)

August 28, 2017

A great way to snag new clients is to offer a free life insurance policy review.

Short-Term Care Insurance FAQs: Sales Tips, Product Info, & Carrier-Specific Answers

August 15, 2017

Q: I’m a Med Supp agent. Why would I start selling short-term care? A: If you do a needs assessment with your clients, you’ll be able to show them where the gaps are in their coverage. Often times,…

Why You Should Be Facebook Friends With Your Clients

August 7, 2017

It almost sounds taboo.

How to Generate More Leads and Keep the Clients You Have

July 31, 2017

Why do you think people buy insurance from you?

Annuity Q&A for Agents: Top Sales Experts Answer Your Trickiest Questions

July 24, 2017

Annuities can be a tough sell, especially for seniors, because they don’t want their money to be locked up. You mention a 5- or 7-year contract and you can feel the immediate hesitation in the air.

How to Politely End a Conversation With a Talkative Client (Without Them Noticing)

July 24, 2017

You just called a client to wish a quick happy birthday. Forty-five minutes later, you’re listening to Janet tell you about her grandson’s first soccer goal.