Sales and Marketing

Marketing for the Best ROI

Marketing automation—designed to streamline your marketing tactics—drives an average 14.5% increase in sales productivity while cutting time spent on marketing down to one hour a week.

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

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