Insurance Agent Resources

Here are our latest guides and articles to help you grow your agency.

Agent Advice

Insurance Agent Burnout and How To Prioritize Mental Health

Selling insurance is a rewarding profession that provides a sense of personal fulfillment but it also comes with challenges that can lead to burnout. Insurance agents play a critical role in the financial stability and protection of individuals, families and businesses right in their backyards. Not only do they shoulder a heavy sense of responsibility, the work isn’t easy.

Agent Advice

Guide To Selling Insurance to Gen Z With Success

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.

Agent Advice

61 Best Ways To Get Insurance Leads in 2024

There are many strategies for how to get leads, some free, but most will have a price. The following 61 ways are tried and true, and they include paid and free strategies. The first thing you need to do is figure out what your marketing budget is for the new year.

Agent Advice

Selling Medicare Advantage: Helping Clients Switch From Medicare

In this comprehensive guide, we'll explore the intricacies of selling Medicare Advantage policies, focusing on how to convince shoppers to make the switch from Original Medicare with their best interests in mind.

Agent Advice

Pivoting From P&C To Selling Life Insurance

The insurance industry is no stranger to change. In recent years, we've witnessed a significant shift in the property and casualty (P&C) insurance landscape.

Agent Advice

Auto Insurance Leads: Unlocking Growth Opportunities

In the dynamic world of insurance sales, staying ahead of the curve is crucial for success. For independent agents, finding and converting high-quality auto insurance leads can be a game-changer.

Agent Advice

How Insurance Agents Can Cope With Rate Increases in 2024

Insurance agents are bleeding loyal customers who are comparison shopping for lower insurance rates. See how you can stay ahead.

Agent Advice

Leadership Skills Necessary To Grow an Insurance Agency

There are several things you need to do to grow an insurance agency efficiently, and it’s most important to hone your leadership skills. See how.

Agent Advice

7 Steps To Getting an Insurance Agent License

If you’re looking to become an insurance agent or producer, the great news is that it only takes a few weeks to get licensed. Follow our 7 easy steps.

Agent Advice

How the Best Insurance Agents Cope With Rejections

What separates a great insurance agent from a good one is how they handle rejection, often turning poison into medicine. See how they do it.

Agent Success Stories

Agent Success

Success Story With Anthony Garibay

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.

Agent Success

Success Story With Allstate's James Hodges and Ben Verbeek

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.

Agent Success

Success Story With Shawn Graham, an Independent Insurance Agent

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.

Agent Success

Success Story: Rhiley Bamber of Farmers Insurance

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.

Agent Success

Success Story: Chris Barredo of State Farm Insurance

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.

Agent Success

Success Story With Dick Valentine of State Farm

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.

Agent Success

Success Story: Cody Applegate of Farmers Insurance

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.

Agent Success

Success Story: Anthony Nunn of Farmers Insurance

When I started I didn’t know anything about insurance, I don’t want someone buying insurance without knowing what they are spending money on.

Agent Success

Success Story: Pete Torres of Farmers

With data leads, Torres’s agency sees a 15-18% close rate. With live transfers, they see a whopping 22-23% close rate!

Agent Success

Success Story: Chris Stewart of State Farm

SmartFinancial is pretty good at getting us accurate information. The people they send us are actually shopping for insurance.

Insurance Infographics


Persistence Wins: Surprising Sales Statistics for Insurance Agents (Infographic)

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.


Lead Conversion Statistics (Infographic)

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.


8 Surprising Customer Service Facts for Insurance Agencies (Infographic)

Things to keep in mind to help improve your customer service and keep your clients happy.


27 Creative Sales & Marketing Ideas for Insurance Agents (Infographic)

Looking to grow your agency? Check out these tips to help you grow your bottom line.


10 Sales & Marketing Tips for Independent Agents (Infographic)

Check out our 10 tips specifically designed for independent agents to help them grow their business and sell more policies.


7 Ways to Grow Your Insurance Agency (Infographic)

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.

Agent Testimonials

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

Prospect Data

Check out our sample quote requests below. If you have questions please call us at 877.323.7750

Contact Information

Name Susan GillPhone 555-123-4567
Email susan@gmail.comType Auto Insurance
Address 123 Main Street, Unit 304, Columbus, OH 43215

Existing Coverage

Currently Insured YesCurrent Carrier Farmers
How Long 2 years 3 monthsPolicy 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 GillRelationship Self
License Status ActiveGender Female
Birthday 2/18/1981Marital Status Married
Occupation SalesEducation College
Credit Rating ExcellentMilitary No
Home Owner YesBankruptcy No
DUI NoSR-22 No

Vehicle #1

Year 2020Make Honda
Model CivicTrim RX
VIN SE8DE87SRCC7Use Commute to Work
Annual Miles 8,000Ownership Owned
Vehicle Zip 43215Garage Covered