Here are our latest guides and articles to help you grow your 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.
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.
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.
An insurance agent's tasks require organization, which is why most growing agencies use a customer relationship management system (CRM). Let us show you the best.
Learn about the top 20 auto insurers and insurance companies that work with independent agents.
An automatic telephone dialing system (ATDS) is a device that can save or produce random or sequentially generated phone numbers and dial them. See which are best.
Organic leads, generated from informative articles on our website, can help you on your search to meet new people. See how to sell more policies.
Begin to leverage all the things people commonly like in an insurance agent. Technology doesn't have to be a hurdle
There is one thing all successful insurance agents have in common: they are fully engaged with the customers they meet.
The hardest part of becoming an insurance agent is motivating yourself to go for it. It only takes a few weeks to acquire a license.
"When someone reached out from SmartFinancial, I listened and began testing the waters," says Mobley. See how he's made it work.
"When a top State Farm agent recommended SmartFinancial, I said, ‘Shoot, if that’s what she’s doing, that’s what I want to do.’”
“We came to SmartFinancial to do something a little different than what some of the other State Farm agents were doing,” says Charline. See why it worked.
"A teammate suggested calling SmartFinancial, so I decided to give it a try. Instantly, I knew the quality of the SmartFinancial leads was better!”
Wright’s account manager has been a huge help in writing over 50% of his new business using SmartFinancial leads. See why he's having success.
"When I switched to SmartFinancial, I started having tremendous success right off the bat. My CPA is $30!"
A consultant referred Burman to SmartFinancial, where she was paired with an account manager who is invested in her success. See what her formula is.
“I’m happier now with the leads we get from SmartFinancial,” Crosby says. “With data leads, you don't have to stop what you’re doing each time a call comes in, and there’s no chance of missing a call.”
"We make about seven, sometimes eight, sales a week from 20 calls so it’s a really good close ratio,” says Walters. See why she's succeeding!
At a time when no one she knew was buying leads, Bolton joined forces with SmartFinancial whose insurance leads have been a big part of her success. See why.
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 leads 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 |
