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10 Sales & Marketing Tips for Independent Agents (Infographic)

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Fran Majidi April 11, 2023
10 Sales & Marketing Tips for Independent Agents

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

  1. Develop a business plan or budget.
  2. Allocate marketing budget and stick to it.
  3. Split your time between service and sales activities.
  4. Use pay-for-performance marketing.
  5. Establish processes and use a CRM.
  6. Build a strong reputation.
  7. Hire the right staff and provide regular training.
  8. Periodically re-shop client's products.
  9. Buy home and auto insurance leads and calls without filters.
  10. Build a diverse book of business.
Learn more about each tip below!

10 Sales & Marketing Tips for Independent Agents