5 Challenges for Small Businesses - and How to Handle Them
Being an independent agent is tough business. You’re the jack of all trades – you’re your own sales team, accounting firm, marketing team… you get the idea. We know it’s hectic being an independent…
Agent Login Cheat Sheet (Bookmark This For Later)
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
Flashback to Speech 101 class.
Lead Gen & Sales Retention Tips From Sales Coach Brian Nate
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
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)
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
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,…
How to Generate More Leads and Keep the Clients You Have
Why do you think people buy insurance from you?
Annuity Q&A for Agents: Top Sales Experts Answer Your Trickiest Questions
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.
