An annual commercial insurance review is an important touchpoint between an insurance agent and a business client. It is a critical component in establishing, building, and maintaining a trusted relationship… [Read More]

Many insurance agents have mixed opinions about the effectiveness of insurance social media in the business-to-business arena. Some aren’t convinced that it’s as effective a strategy as when targeting consumers… [Read More]

Everything is all about digital communications today, and there’s no doubt, there are many great digital tools for selling, particularly for targeting volumes and when selling commodity products. But with… [Read More]

The primary growth engine for your agency is insurance lead generation so it should be high on your list of priorities. Working to develop a continuous stream of prospective clients… [Read More]

The insurance customer journey and the insurance customer experience are two marketing terms that are frequently used interchangeably, although they shouldn’t be. They represent two discrete disciplines. For your planning and marketing purposes, it’s important to know the difference.  … [Read More]

Some bedrock agency values and practices should never change: Service. Integrity. Expertise. Responsiveness. But marketing isn’t one of those immutable things, it’s highly dynamic. The way that we reach out… [Read More]

In the field of insurance, sales training is not a once-and-done thing. Rather, it should be a dynamic and  evolving life-of-career pursuit. Products change. Market conditions change. Buyer behavior changes. And the competitive arena continues… [Read More]

As we all begin to emerge from the pandemic, it couldn’t be a more opportune time to reassess your agency’s current and prospective commercial book of business with an eye… [Read More]

There is no doubt insurance policies are complicated and challenging to read for policyholders, and sometimes even for agents and other insurance professionals. Your customer will leave with the policy… [Read More]

The most important aspect of an insurance brokers’ job is to find new ways to transition potential clients into insured ones. One way to do this is to learn how… [Read More]