Here are our latest guides and articles to help you grow your agency.
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.
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.
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.
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.
Insurance agents are bleeding loyal customers who are comparison shopping for lower insurance rates. See how you can stay ahead.
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.
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.
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.
With data leads, Torres’s agency sees a 15-18% close rate. With live transfers, they see a whopping 22-23% close rate!
SmartFinancial is pretty good at getting us accurate information. The people they send us are actually shopping for insurance.
“We find the data leads to be much more effective than the calls," says Rice, whose agency has a cost per acquisition of $58. See why he's succeeding.
“I’m very happy with SmartFinancial and to be at the Raymund Paderas Agency today,” Muniz says. See why he's succeeding with leads.
“I've been using SmartFinancial for a while now. The quality of leads are pretty good, so I'm happy." Read more.
“I buy about four live calls from SmartFinancial a day. I also buy 12 data leads, but I want to buy more calls,” he explains.
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 |
