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An Open Letter to a New Account Exec: Part 2

Earlier this summer, we posted “An Open Letter to a New Account Executive: Part 1,” which outlined six steps to take if you want to flourish in a new insurance sales position. Here are five more tricks of the trade that will help you succeed.

From the Front Lines: Homeowners

Independent agent Erin Schaaf writes homeowners insurance in coastal areas. “One of the biggest challenges we face is the introduction of wind/hail, named storm and hurricane deductibles,” she says. “They’re difficult for customers to understand, especial

Deliver an Exceptional Customer Experience

Customer experience is the driving force in today’s insurance restoration industry, and how to best deliver exceptional property claims experiences remains an important focus for insurers. How do you assure your policyholders you are their best choice?

Taking Over: Meet Millennial Agent Colten Zamrzla

Colten Zamrzla’s priority is to protect his clients by always acting with integrity, “even if it means losing a sale,” he says. “There’s nothing more important than protecting your reputation and sticking to your convictions.”

Taking Over: Meet Millennial Agent Annie Wilson

Like many other millennials, Annie Wilson is a jack of all trades. “I do mostly personal lines, but I also work on IT, social media, marketing,” she says. “The insurance space is a great industry with so many different opportunities, which is super exciti

4 Conversation Starters for Selling a Personal Umbrella

Nobody is requiring your clients to purchase a personal umbrella policy, which makes it unlikely that they’ll ask you about the coverage. Here are four ways to start the conversation—and keep returning to it.

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