Category: Customer Service

How to Get Your Contact Info In Your Client’s Phone Instantly

12/3/2018

Getting your contact information into a client’s cell phone is a huge marketing opportunity for insurance agents.

Clients with your contact info in their phone:

Refer you more since they always have your contact info handy.
Have a better customer experience since they’ll call you before a small problem becomes a big problem.
Buy more lines of insurance because they’ll call you about another coverage before it slips their mind.
Have smoother claims because they’ll be able to reach you throughout the claim process if there’s a concern. (especially right after it happens)
And they renew more because they feel a closer bond with your agency

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Cool iPhone Trick for Insurance Agents to Improve Service & Sales

10/1/2018

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The easier it is for clients and prospects to contact you the better.

Right?

And if all your contact info is stored in their phone that makes it pretty easy.

Also right?

What’s NOT easy is getting a client or prospect to type your information into their address book.

Last night I found a cool feature on my iPhone that can make it dead-simple for insurance agents to get into their client’s cell phones.

It’s not top-secret and you might already know your phone can do this.

But I think this iPhone capability can be incredibly powerful if used right for insurance agents so I wanted to share it with you.

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7 Myths & Monsters All Insurance Agents Should Fear

8/6/2018

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Special thanks to Dan Weedin for contributing today’s article. Learn more about Mr. Weedin in his bio below this article.

I’ve been working closely with insurance agents as a coach and mentor for the past 8 ½ years and one thing is clear to me.

Agents and brokers are leaving money and clients on the table because they fall victim to 7 insidious myths and monsters that lurk in the bushes.

These monsters have always been hanging around (even when I was selling insurance), yet like zombies, they can change and morph with time and technology (zombies do that, right?).

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Sell More Insurance Using Social Proof: 29 Clever Sales Tricks

7/2/2018

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Most people don’t understand insurance.

They don’t want to.

But buying the wrong insurance could cost thousands of dollars.

And when we need to make an important decision we don’t fully understand, we all do the same thing.

We do what we think everyone else did.

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The First Impression Checklist for Insurance Agency Websites

5/7/2018

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I see a lot of insurance agency websites.

Hundreds…

And one thing I pay attention to every time is my first-impression.

Studies show your website has under 3 seconds to form a first impression with visitors.

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15 Ways to Get Your Insurance Agency Shared on Other Facebook Pages

3/5/2018

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I saw something on Facebook last week that put a huge smile on my face.

I was reading through my news feed and saw a post from one of my personal connections about an amazing customer experience with their insurance agent.

It was a glowing endorsement from someone who called their agent about a rate hike and wound up saving money.

(I have no idea what she gave up but that’s not the point here)

As of right now, that post has received 21 likes, 8 comments and I’d guess it’s probably been seen by over 1,000 people in Syracuse where the agent does business. (my beloved, but not missed, hometown).

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The Most Important Question About Your Insurance Agency

2/5/2018

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About 7 months ago I watched a presentation by Simon Sinek that changed my perspective about business forever.

In fact, you wouldn’t be reading this article right now if I hadn’t.

It was my inspiration for starting this blog and a number of other projects over the past 7 months that have grown the awareness of my brand, InsuranceSplash, tremendously.

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Screen Sharing for Insurance Agency Sales, Service and Productivity

7/3/2017

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Sharing is caring.

At least that’s what my 3 year old likes to say.

I don’t know if she’s right but I haven’t had a bowl of ice cream to myself in months.

This article isn’t about ice cream though, it’s about sharing.

Screen sharing…

I’ve been using a free online tool to share my computer screen with people in other parts of the world and I am so blown away by how easy and quick it is…

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How to Find and Fix Your Insurance Agency’s Biggest Challenges

5/1/2017

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Ask your staff.

That’s the main idea here.

Wait… there’s more.

I wanted to make the process effective and easy so I developed a resource and a plan for any insurance agent to use.

I created this plan with three main principles in mind:

Simple solutions to your agency’s biggest problems deliver the best ROI.
Your staff knows A LOT about your agency’s challenges.
Changes in your agency work better with buy-in from the staff.

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Insurance Discounts: 14 Ways Agents Can Use Discounts to Sell More

4/3/2017

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Customers love discounts.

For a long time I didn’t get it, I thought all that mattered was the final price.

Just give ‘em the discounts and that’s it… Right?

Wrong.

My mind completely changed after one sales conversation 5 years ago.

I was listening in on a live phone call of a producer quoting a prospect and throughout the entire conversation the producer just kept talking about discounts.

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InsuranceSplash Blog

How to Get Your Contact Info In Your Client’s Phone Instantly

Cool iPhone Trick for Insurance Agents to Improve Service & Sales

7 Myths & Monsters All Insurance Agents Should Fear

Sell More Insurance Using Social Proof: 29 Clever Sales Tricks

The First Impression Checklist for Insurance Agency Websites

15 Ways to Get Your Insurance Agency Shared on Other Facebook Pages

The Most Important Question About Your Insurance Agency

Screen Sharing for Insurance Agency Sales, Service and Productivity

How to Find and Fix Your Insurance Agency’s Biggest Challenges

Insurance Discounts: 14 Ways Agents Can Use Discounts to Sell More

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