Sales and Marketing

Effective marketing is important, but careless marketing can be dangerous. When it comes to marketing while managing your own risk, the primary tip is simple: Don’t overpromise.

As an independent insurance agent—whether you’re a solo practitioner, a small business or a growing large agency—strong PR can help you connect with your audience, protect your reputation and stand out in a crowded world.

When it comes to winning an account, too many producers give up after the first “no.” They stop calling, stop emailing, stop showing up—and someone else wins the account. But in sales, the first “no” rarely tells the full story.

Here are five ways agents and underwriters can work together to build a niche that’s profitable and sustainable.

Overcoming objections can feel uncomfortable for many agents, however it can be a chance to address the most common client objections and to learn how to overcome them.

After years of navigating higher premiums, stricter underwriting and reduced capacity, the insurance industry is on the verge of another market shift.

Retaining clients can be challenging when faced with carriers withdrawing from markets, steep rate increases and an onslaught of remarketing requests from customers.

The right mindset can help you overcome challenges, unlock potential and achieve goals that once seemed out of reach. Here are six strategies to fuel your focus to be a more successful producer.

The RAP Method is a three-step practical approach to recognizing where you are, adjusting your strategies and persevering through challenges.