No Agent Website? Do This Today

June 22, 2020

Maybe you have a good reason for not having a website for your agency. You don’t have the budget or the time, you don’t know how to get started or who to hire, or you already have so much business…

How to Use Zoom for Client Video Conferences

April 13, 2020

It's a strange world we're in right now as we navigate through the coronavirus disease pandemic. In the last U.S. Census, 5.2% of U.S. workers worked exclusively from home. Now, millions of Americans…

Not Using E-Apps Yet? Here's 9 Reasons Why You Should

March 31, 2020

Beyond just saving trees, e-Apps provide a truckload of benefits to you, the agent. Even if you’re a pen and paper kind of guy, using e-Apps can save you a ton of time. Here are 9 reasons why you…

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…

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 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…

Video: How many potential customers are in your county?

December 23, 2013

Here's a quick way to get a rough estimate You might think that there just aren't enough leads in your area. Using the free Census Explorer website, you can easily find the number of people in your…