Category: Agency Management

34 Insurance Agency Retention Strategies: The Ultimate Agent Resource

12/5/2022

Retention is necessary to build and maintain a successful insurance agency.

Every agent knows that.

You know small boosts in retention will grow long term profit immensely.

You know it costs more to get new customers than to keep current ones.

And you probably know the pain of losing more policies than you wrote in a week.

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25 Welcome Kit Ideas For New Insurance Customers

10/10/2022

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Selling insurance is hard.

Really hard!

In fact, making a sale is so hard that agents often forget the most important part of building a successful insurance agency:

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Setting Insurance Sales Goals That Work (With Free Template)

8/8/2022

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I think most sales goals suck.

That’s not totally true. I just wanted your attention.

(Hey, at least I’m honest.)

But I do think most sales goals are totally incomplete.

You see, most of us have a tendency to set goals based on the ultimate outcome.

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How to Hire The Best Insurance Salespeople: 25 Hiring Tips

7/4/2022

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I’ve worked with hundreds of ridiculously successful insurance agents.

I’ve also worked with lots of bad ones.

For years, I struggled to find one unifying characteristic – one trait or skill that was shared by all the successful agents and absent in the others.

Every time I thought I found it I’d meet another agent who, by his success or failure, would disprove my latest theory.

Until I finally figured it out…

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23 Free Ways to Attract The Best Insurance Agency Employees

6/6/2022

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Insurance agents live and die by the quality of their employees.

Nothing is more important.

Not your location, your office, your marketing, your products, your search rankings, your signage, your website, your community, your networking, nothing!

You need the best people.

Period.

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Insurance Agency Processes: The Agent’s Guide to Productivity

1/3/2022

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Sales Process

Good processes are the key to success in your insurance agency.

That’s why I put together a resource with the most important processes for successful insurance agencies.

I’ve included important considerations and helpful resources for each process below.

There’s a lot of information on this page so I also made a few links to help you get around:

Insurance Agency Processes featured on this page:

Sales Process
New Business Process
Referral Process
Policy Review Process
Social Media Process
Search Engine Optimization Process
Re-quote Follow-up Process
Cross-selling Process
Renewal Process
Employee Hiring Process
Employee Training Process
Employee Termination Process
Telemarketing Process
Claim Handling Process
Policy Endorsement Process
Billing Inquiry Process
Customer Complaint Process
Content Creation Process
Share Your Process

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25 Tips for Training Young or Inexperienced Insurance Agents

12/6/2021

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Where were you on Y2K?

I’m not sure where I was (which I’m sure is related to whatever I was drinking) but that’s not important.

I bring it up because that 22 year-old “kid” you just hired at your agency was asleep in bed.

He was in 3rd grade!

He grew up in a different world with different parents instilling different values and expectations. And if you want to get the most out of him, you need to understand how.

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PDF Tip Sheet for New Insurance Agents & Producers – 21 Sales Tips

8/2/2021

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About a year ago, I wrote an article full of sales tips for new insurance agents and producers.

(You can read that article here)

It’s been one of the most popular articles I’ve written and I’ve received a LOT of positive feedback from new agents and trainers of new agents.

About a month ago, an InsuranceSplash reader asked if she could use the content in her company’s newsletter and I was more than happy to say yes.

What I never expected, though, was how amazing her version would be!

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26 Ways to Get More Sales From Insurance Producers

7/5/2021

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Want more sales from your producers?

Stupid question, huh?

Getting the most from your salespeople is one of the biggest roles of an agency owner but it’s also one of the most difficult.

I’ve worked with hundreds of agents across the US, and the ability to draw the most from their producers is a quality I’ve seen in the most successful agents.

And it’s always missing in the agents who fail.

I thought you might benefit from a few ideas to get your producers producing and your agency growing.

So here it is, 26 ways to get more out of your current insurance producers:

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Insurance Lead ROI Calculator: FREE Tool for Agents

6/7/2021

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Buying insurance leads is expensive.

I hear that from agents every single day and I agree 100%.

But that doesn’t mean they shouldn’t play an important role in your marketing.

Where else could you spend money right now and be on the phone with an active insurance shopper within minutes?

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<<Previous

InsuranceSplash Blog

34 Insurance Agency Retention Strategies: The Ultimate Agent Resource

25 Welcome Kit Ideas For New Insurance Customers

Setting Insurance Sales Goals That Work (With Free Template)

How to Hire The Best Insurance Salespeople: 25 Hiring Tips

23 Free Ways to Attract The Best Insurance Agency Employees

Insurance Agency Processes: The Agent’s Guide to Productivity

Sales Process

25 Tips for Training Young or Inexperienced Insurance Agents

PDF Tip Sheet for New Insurance Agents & Producers – 21 Sales Tips

26 Ways to Get More Sales From Insurance Producers

Insurance Lead ROI Calculator: FREE Tool for Agents

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Sales Process