Trusted Choice

To kick off the New Year right, here are five outside-the-box ways to retain insurance clients.

It’s time for agents to accept that millennials make up the majority of potential insurance customers, and develop a new customer experience tailored for this generation.

Prevent prospects from disappearing by using a series of critical qualifying questions.

In insurance, the money is in the renewals. Now, your clients want to know if you are actually a cool insurance agency or if it was all just a facade. What are you going to do to keep them coming back for more?

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?

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

To make sure your sales proposals get the attention they deserve, it helps to view them in three phases: before, during and after.

How should you go about finding prospects who are not only interested in buying, but also willing to do business with someone they don’t know, let alone trust?

Sometimes, salespeople need to stop talking, start asking questions—and listen. Here are eight questions that get prospects talking.