Agency Operations

Reducing Insurance Costs…Distinguishing Bad Advice from Good Advice

Much has been written about how to reduce insurance premiums. Unfortunately, too much of this advice has been BAD and much of this bad advice comes from consumer web sites and publications that have little understanding of insurance and risk management. The purpose of this article is to identify some of the bad advice being bandied…

Hands holding red circle. Sensing energy between palms. Concept of human relation, togetherness, partnership, connection, contact or network. Design for banner, flyer, poster, cover or brochure.

Abundance and Optimism

We dare to say that our newsletter subscribers (you) are wealthier and have more potential for wealth creation than 99.1% of the population on the planet. Check that statistic out for yourself. When considering the world stage, your current and future earning power is staggering. Keep in mind, though, that it’s not all about your…

Financial manager, realtor or insurer consulting clients, interviewing interracial couple in office. Happy smiling black wife and caucasian husband taking loan, mortgage, purchasing real estate

Is It Sales?

In our work across the country, sales people are pressured for sales results while simultaneously being pressured to complete non-sales activities. We see this all over, regardless of industry. No surprise here. In your judgment, is what you are working on right now related to sales? If yes, carry on. If not….

House on stack coins growth as chart on wooden table with white wall background copy space. Banking, financial, mortagage loan concept. Central bank (FED) increase interest rates effect to house price and payment.

I Never Met a Referral That I Didn’t Like

In our constant search for the easy way to sell (there is no easy way but we continue to look), one consistent factor is that the most successful sales organizations are aware of their numbers and make course corrections by them. Organizational and individual patterns of success can be duplicated and challenges recognized and overcome.…

Summertime and the Livin’ Is Easy

As Gershwin wrote in the title of this article, summertime is the season when many people tend to take it a little easier…including your competitors. Sales guru Tom Redmond illustrates how this could be the opportune time to take advantage of someone else’s summer sluggishness.

Would Your Customers Recommend You?

One of the best sales techniques is to ask for referrals from your happy customers. As much as I want my sales people asking for referrals, I would much rather have my happy clients refer business to me without having to ask. Wouldn’t you just love for that phone to ring with a constant stream…

Needs-Based Selling

As we all know, insurance seminars and articles can be a little on the “dry” side. So, every now and then, when you select an article from the Research Library, you may get the unexpected. We want the Virtual University to be more than some stale, stoic repository of insurance technica…hey, let’s have a little…

Team thinking together as a diverse group of people coming together joining hands into the shape of an inspirational light bulb as a community support metaphor with 3D elements.

The Best Web Marketing Strategy You’ve Never Heard

By now, you’ve probably heard how creating a website or using social media can help increase visibility and generate leads for your agency. But there’s one tool you may not have heard about, even though it’s a fast, easy way to reach thousands of people in your local area who are shopping for insurance right…

25 Tips to Improve Your Telephone Cold Calls

Do you hate to make calls on the phone? Would you rather do anything, anything, than dial that stranger? Do you find yourself reading the newspaper, taking an early lunch, cleaning your desk, even filling out paperwork, rather than making those calls? Do you tell yourself you’d make those calls more easily if you only…

Improving Commercial Lines Account Marketing

There are significant opportunities to improve agency processes for marketing commercial lines accounts to carriers. This article outlines commonly found problems in these processes and then makes several practical recommendations to help agencies take total control of every piece of the renewal process except the time frame for receiving quotes and receiving the actual policy…