​I know a few agents who hate asking for referrals because they’re afraid of bothering clients or asking for “too much”.

I understand the mentality, but it’s wrong.

When you make it easy and risk-free for clients to refer your agency, you are doing them a favor!

Why is that?

Because referrals are social currency. We all like to recommend quality companies and products to each other because it’s a way of helping one another.

​I don’t like networking events.

I don’t like the fake smiles, cheesy jokes, overbearing personalities, awkward conversations, and unsolicited advice.

And of course I can’t stand the sales pitches for crap I will never ever buy.

On the bright side… sometimes there’s alcohol.

Although I’m a die-hard internet marketing guy I know these two things as fact:

​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.

​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:

​According to a recent survey by J.D. Power & Associates over 92% of internet users have used reviews to make a purchase sometime in the last 12 month. That’s pretty much everyone.

Reviews matter.

​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.

Selling life insurance is hard.

It’s also necessary.  Because unlike other lines of insurance people are required to buy…

Life insurance must be sold.

Although people can use seniors life insurance finder to find an agent, they can’t buy it on their own because a website or an 800 number can’t replace an agent.

​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:

​I like marketing you never have to think about that happens automatically.

Don’t you?

Your email signature another great opportunity for automated marketing.

If you don’t already know, an email signature is a message that your email system automatically adds to the bottom of every email you send.