Sales and Marketing

Take a look at your calendar. How much time do you have specifically set aside over the next 90 days to do business development work?

Many independent agencies don’t have the kind of financial or human resources necessary to offer their insurance clients convenient tech like chat services, 24/7 availability, mobile-optimized websites and mobile apps.

If a business is on track to hit monthly or quarterly goals, it’s easy to slide developing essential processes and strategies down to the bottom of the priority list.

Your competitors will arrogantly rely on technology, massive budgets and longstanding reputations, leaving you to rely on something much better: community.

You work hard getting new accounts, you take servicing them seriously, and still, they leave. Why?

The modern sales process isn’t about the salesperson at all. It’s about the customer. Four sales gurus explain what professional sales looks like today—and where it’s going tomorrow.

Focus on your customers—or someone else will.

Should sales and CSR roles be more blended? Two independent agents debate the issue.

If you want to attract new business and consistently feed your agency new customers, you need to maintain a number of different pipelines. But before you start to beef up your marketing, you need to know what to avoid.

Regardless of what you’re selling, the sales process is a numbers game.