Don't overlook these easy leads
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
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
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
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
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
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?
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…
