Category: Customer Service

21 Insurance Sales Tips For Young or Inexperienced Insurance Agents

6/8/2023

2026 Comments

Selling insurance is different from selling everything else.

Insurance is one of the most expensive things people buy and they can’t see it, touch it, or hold it.

You’re selling ideas. You’re selling trust. You’re selling promises.

You’re selling yourself.

2026 Comments

How to Sell Insurance On Value Instead of Price – 14 Sales Tips

4/3/2023

70 Comments

What do computers, monkeys, and my 3 year old daughter all have in common?

They can all sell insurance on price alone.

A professional insurance salesperson (like you) must be able to connect with prospects and help them understand and internalize the value of the insurance you’re selling.

70 Comments

29 Ideas to Cross-Sell More Insurance to Current Clients

3/20/2023

36 Comments

Sometimes cross-sales fall in your lap.

“Do you guys also do life insurance?”

Beautiful thing, huh?

Most of the time though, you have to work hard to make it happen.

I’ll assume you’re already good with the ones that fall in your lap, today I want to give you a bunch of ideas for making cross-sales happen.

So I did a little “brain-dump” and came up with 29 different ways you can cross-sell more in your insurance agency.

If you get an idea or two please share this resource with a colleague and if you have ideas to add let me know in the comments below.

36 Comments

22 Ways to Thank Your Insurance Agency Customers

1/15/2023

28 Comments

I’m no relationship expert.

Just ask my wife.

But I know you need to go out of your way to show appreciation for the other person in any relationship, otherwise it will deteriorate and eventually die.

But you don’t want relationship advice from me. (trust me)

Let’s talk about your agency instead.

28 Comments

34 Insurance Agency Retention Strategies: The Ultimate Agent Resource

12/5/2022

13 Comments

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.

13 Comments

25 Welcome Kit Ideas For New Insurance Customers

10/10/2022

821 Comments

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:

821 Comments

How to Hire The Best Insurance Salespeople: 25 Hiring Tips

7/4/2022

8 Comments

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…

8 Comments

23 Free Ways to Attract The Best Insurance Agency Employees

6/6/2022

1 Comment

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.

1 Comment

Insurance Agency Processes: The Agent’s Guide to Productivity

1/3/2022

10 Comments

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

10 Comments

25 Tips for Training Young or Inexperienced Insurance Agents

12/6/2021

3 Comments

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.

3 Comments

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InsuranceSplash Blog

21 Insurance Sales Tips For Young or Inexperienced Insurance Agents

How to Sell Insurance On Value Instead of Price – 14 Sales Tips

29 Ideas to Cross-Sell More Insurance to Current Clients

22 Ways to Thank Your Insurance Agency Customers

34 Insurance Agency Retention Strategies: The Ultimate Agent Resource

25 Welcome Kit Ideas For New Insurance Customers

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

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Sales Process