Sales and Marketing

The more time and energy you spend on administrative email communication, the less you spend on being a trusted adviser for your clients.

Treat voicemail well and it can be a highly effective selling tool that helps you make a positive first impression on prospects. Treat it poorly and it will be a clamshell that snaps shut on you.

CrossFit has a lot in common with a career as an independent insurance agent—and could help you improve your figures at both the gym and the office.

When you’re selling a product on a recurring basis, there are opportunities at every stage of the sales cycle to personalize your outreach—from pre-sale through renewal.

Becoming a niche seller takes commitment and a plan, but the rewards can be immense.

How can you help your clients and prospects see the wisdom of your advice without coming across as sales-y?

Here are three deliberate steps you can take to make your work feel more tangible to your prospects.

It’s one thing to create an agency marketing budget in the first place—it’s another thing entirely to execute it.

Insurance is a relationship business—people buy from people, not salespeople. Here are five ways to bring your personality to your agency’s brand.

Exhausted from competing with big names that have infinite dollars to throw at advertising? Creating a marketing budget can help you prioritize your funds to make a little go a long way.