Here are our latest guides and articles to help you grow your agency.
Most insurance agencies invest in new technology before they're ready. Here's why process comes first — and how to audit your workflows before your next software purchase.
Lead assignment strategies determine how incoming prospects are routed to agents. Learn common lead distribution models and how assignment rules support faster response times and balanced workloads.
A structured approach to insurance renewals can reduce disruption and improve consistency. Learn how to manage timelines, documentation and renewal performance metrics.
Rate increases are often unavoidable in insurance, but lost trust is not. Learn how to explain premium changes clearly, preserve client relationships and support long-term retention.
The insurance industry has never been static, but 2026 makes one thing especially clear: growth is no longer just about doing more. It’s about eliminating habits and strategies that no longer work.
Every year, the holiday rush brings more crowded parking lots and online shopping carts. It also brings a measurable uptick in insurance fraud.
A biweekly account review with your lead vendor's account manager can make the difference between a profitable lead program and one that drains your budget. Here is what to track, what to prepare and what to expect from every session.
You may find yourself wondering if you should pause your live transfers and data leads. Here is some more information on how a pause affects schedules, morale and your bottom line.
Selling insurance is a rewarding profession that provides a sense of personal fulfillment but it also comes with challenges that can lead to burnout.
People born between 1998 and 2013 are called Gen Z or Zoomers. They range in age from 11 to 26 years old and have been puzzling marketers for years, insurance companies and insurance agents included.
Omar had no choice but to go on a medical leave in 2021, and when he returned to work, there was no open position for him to fill. That’s when he decided to become an insurance agent.
Chris Sendelbach went into the insurance business by complete happenstance. He was successful in the automotive industry for 20-plus years but was working a temporary sales job, waiting to see what he wanted to do next, when a Farmers recruiter reached out to him.
“I left Chase to go to Farmers because I realized I’m a terrible employee,” he says laughing. “Insurance let me start my own business and run it. It was also not a huge change because I’ve been in financial services my entire life.”
Anthony Garibay began working at an insurance agency at the age of 16, wholly by accident. He went to a job interview and ended up in the wrong office, where he told the insurance agency owner that he was looking for a job. Garibay was hired and stayed with the agent for three years, before getting licensed and branching out on his own.
James works closely with Ben Verbeek, another insurance agent, who has been with Noffsinger even longer, 11 years. Verbeek was in the mortgage business for 15 years, until the economy took a turn, which is when he got his insurance license and joined the Noffsinger agency.
A San Diego State University graduate with a finance degree, Shawn Graham has been selling insurance for over 20 years, after acquiring her own family’s agency. Shawn’s father, a former Allstate agent, decided to go the broker route and opened an agency.
Rhiley Bamber earned a degree in Eastern Medicine then became a massage therapist. After she met her husband, she worked for a home-based makeup company, while helping to train over 1,000 women so they could start their own businesses.
Chris Barredo studied telecommunications management at Devry Institute. Mainly, he went to college to pacify his parents, but never worked in the area of internet technology. Instead, after graduation, he began working at Enterprise in a managerial role.
Dick Valentine attended St. Ambroise University in Davenport, Iowa, on a football scholarship. He majored in business with a marketing focus and minored in economics. His dad ran a body shop in Dubuque, Iowa, where Valentine grew up.
Applegate was 23 years old when he finally got the chance to open his own office. At one point he had 10-15 people working for him.
Did you know that 48% of salespeople never follow up with a prospect? Its true! Check out our list of surprising stats of how salespeople typically follow up with a lead.
Ever wonder how many times it takes to successfully reach a lead or the best time of the day to make contact? Check out our list of lead conversion statistics.
Things to keep in mind to help improve your customer service and keep your clients happy.
Looking to grow your agency? Check out these tips to help you grow your bottom line.
Check out our 10 tips specifically designed for independent agents to help them grow their business and sell more policies.
What's the best and most cost effective way to to promote your insurance agency? Let's examine the pros and cons of each option.
Lukas Baker
Baker Consulting Services
Joel Reikes
Farmers Insurance
Robert Giordano
Allstate Insurance
Luis Quiroz
Farmers Insurance
Matt Reichmann
Advance Insurance Inc.
Tyson Burton
Allstate Insurance
Thurman Lynch
Allstate Insurance
Justin Waring
Neighbor Insurance
Check out our sample quote requests below. If you have questions please call us at 877.323.7750
Contact Information | |
|---|---|
| Name Susan Gill | Phone 555-123-4567 |
| Email susan@gmail.com | Type Auto Insurance |
| Address 123 Main Street, Unit 304, Columbus, OH 43215 | |
Existing Coverage | |
| Currently Insured Yes | Current Carrier Farmers |
| How Long 2 years 3 months | Policy Expires 5/1/23 |
Desired Coverage | |
| Bodily Injury $100K per person / $300K per incident | |
| Property Damage $100K | |
| Uninsured Motorist $100K per person / $300K per incident | |
| Under Insured Motorist $100K per person / $300K per incident | |
| Deductibles Comprehensive $500 / Collision $500 | |
Driver #1 | |
| Driver name Susan Gill | Relationship Self |
| License Status Active | Gender Female |
| Birthday 2/18/1981 | Marital Status Married |
| Occupation Sales | Education College |
| Credit Rating Excellent | Military No |
| Home Owner Yes | Bankruptcy No |
| DUI No | SR-22 No |
Vehicle #1 | |
| Year 2020 | Make Honda |
| Model Civic | Trim RX |
| VIN SE8DE87SRCC7 | Use Commute to Work |
| Annual Miles 8,000 | Ownership Owned |
| Vehicle Zip 43215 | Garage Covered |
