Blog

What an Insurance Consumer Wants From Their Agent When Buying

February 25, 2016

Guest post by Kelsey Rosauer, AgencyBloc

Don't overlook these easy leads

February 23, 2016

As an insurance agent, your success depends on getting leads. Without people to present to, you’re out of business. Buying leads can be expensive, and cold-calling and door-knocking can be an.

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?

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.

Video: How to Find Homeowners' Names for Door-Knocking

May 27, 2015

You're out knocking on doors, trying to make some sales. Have you ever wanted to know a neighbor's name, age, and phone number? Maybe you haven't been able to catch your prospect at home so you want.

Video: How to use your phone to scan documents

March 17, 2015

You might find that once in a while when you’re in the field, maybe at a client’s home or office, you need to make a copy of a document, but you don’t have a scanner.

Video: How to copy the “Medicare & You” handbook to your phone for quick access

September 23, 2014

The Medicare & You booklet is around 160 pages, so maybe you'd prefer not to keep a thick book with you in the field. If you carry a smartphone or tablet, you can easily keep a copy there if you need.

Video: How to host online meetings with your prospects

July 8, 2014

Sometimes it isn't convenient or even possible to meet with a client or prospect. Maybe you're out of town, they're out of town, or for whatever reason it just isn't feasible to meet face to face..

Contracting is a huge pain - there’s a better way

June 23, 2014

Contracting stinks. It’s a necessary evil at best, an extreme waste of time at worst. You might prefer kicking the leg of a coffee table with your pinky toe 5 times in a row rather than fill out.

Why you should choose (and use) a CRM

April 15, 2014

You’ve spent lots of time and effort creating relationships with your clients, and they trust you enough to spend their money with you. It’d be a shame to only get in touch with them once a year for.