Sales and Marketing

A Client-Centric Approach to Life-Health

Cross selling is hardly a new concept, yet the average independent agency still writes fewer than two policies per household. The solution lies in thinking in terms of what your clients need—in other words, shifting to a client-centric sales approach.

The Quality of Your Website Matters to Auto Customers

Personal auto shoppers have high standards when it comes to website capabilities. Ensure your website isn’t inhibiting potential sales—or pushing current clients to other agencies to service their needs.

Summertime Sales: How to Keep Insurance Relevant

Because clients and prospects are busy, summer is a difficult time to generate new sales. Keep insurance relevant this season by asking questions about exposures that go hand in hand with summer activities.

Build a Digital Sales Culture

Did you know that 80% of sales require five follow-up calls after the meeting, but 44% of salespeople give up after one follow-up? Leveraging a sales automation tool is critical for agencies in building a book of business and driving sales from prospect t

Tools of Engagement: Using Social Media for Marketing

Facebook, Twitter, LinkedIn—you’re familiar with social media in your personal life, but are you leveraging it for your business as well? Your agency can’t ignore social anymore. Here’s how to start.

How to Keep Customers Engaged After the Sales Call

Too many salespeople say when they’re with a customer, they create excitement and interest, but the customer’s interest wanes soon afterward. Here are four ways to ensure the customer maintains lasting beliefs about your conversation.

Improve Local Listings for an SEO Boost

SEO has become anything but simple over the years. The good news for insurance agents, however, is that you can easily rank high in SEO without spending time optimizing and regularly adding content to your website.

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