Sales and Marketing

Are you being reactive or proactive about your agency’s brand and culture strategy?

Being a top-class independent insurance agent doesn’t necessarily make you and your business referral worthy—you need to work even harder than that.

Being a top-class independent insurance agent doesn’t necessarily make you and your business referral worthy—you need to work even harder than that.

You need to have an early warning system to correctly examine customer behavior and identify potential trouble. Measure these five telltale signs on a regular basis.

If you’re like most insurance agency owners, you have an ideal client you’re trying to reach with your marketing. But how do you reach more of them, consistently and cost-effectively?

When Taylor Schoen meets with a client to talk coverage, he doesn’t stay behind his desk. “I sit down with someone side by side—not across from them, because I’m not superior,” Schoen explains. “We go through everything, with all their current coverage on

By defining and maintaining an agency-wide sales approach, your agency can create a uniform, consistent message to potential clients. Here are three ways your agency can benefit.

Prospecting determines whether an agency stagnates or succeeds. If you’re struggling to land meetings with prospects, dig into the problem with these four steps.

Even agencies who have formalized programs struggle to raise awareness. Here are 10 digital marketing strategies to increase referrals for your business.

While others approach business with a one-move-at-a-time checkers mindset, you can get ahead of the game with a chess mindset.