Sales and Marketing

Success is rarely the result of a single trait or capability. It most often occurs when the right combination of action and character align.

Due to shifting market demands, referral rates continue to decline across the insurance space. That means your inbound leads are becoming increasingly important.

In a perfect world, marketing provides sales with valuable, relevant content that helps convert an interested prospect into a brand evangelist and lifetime customer. But we know it’s not always that simple.

In insurance, the perception persists that the millennial market is a tough one to crack. Here are three reasons why independent agents should be much more optimistic.

To gain an understanding of your prospect’s approach, it’s important to ask the right questions, in the right sequence, and address potential conflicts immediately.

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.