Insights

Customer satisfaction is one of the biggest things we can strive for in the insurance industry. Every agency aims to offer customers a unique and positive experience. Here are a few things you can work on to help ensure that your customer interactions are truly a memorable experience. Learn the Basics When you are dealing with a client or...

Fine-tuning your sales pitch can be a difficult task to accomplish. That being said, the task doesn’t need to be exceptionally daunting. Keep in mind these four easy ways to keep your pitch sounding sharp. Do Your Research When you are meeting with a client, be sure you have done as much research as possible about who they are and what their...

With technology, information and knowledge are readily available to us. If you want to succeed as an independent agent, you need to be constantly ready to learn. Luckily, because of technology, there’s a lot that you can learn for free. There are many different classes offered through free "open university" courses that can help you to gain a new...

A follow-up is a great time to reconnect with a prospective client and the perfect time to let them know that you are still around. With a follow-up, the most important thing to note is that the smallest gestures can go a long way. If you have an opening to create a follow-up opportunity while meeting with the clients, it is a great way to make...

Working in insurance requires you to balance yourself carefully in the public eye. When meeting new people, you will want to showcase the best of yourself since you never know who is going to turn out be your biggest referral. When networking, you’ll want to make it clear that you are knowledgeable without being overly pompous. One way to achieve...

Once you have begun to increase the volume of traffic to your website, you are going to want to convert those visitors into clients. Hopefully, you have some system in place already to track where your leads are coming from. This is a vital tool if you are going to be changing things and running tests from this point on. You can’t run an...

While there are many ways to generate leads and feed your email marketing lists, there may be a time where you simply hit a wall or need to branch out when your current batch of leads just are not converting. One of the most popular ways to generate leads using social media is to host a giveaway. However, as an insurance agent, you may be...

Curated content is vital to running a successful social media account. However, the concept can seem a bit backward because you’re posting other people’s content on your social channel. Wouldn’t you rather send those people back to your site or engage with original content made by you? But remember that if you are not fully backed by a huge...

So, you've run a social media campaign and you're looking at the campaign results, and suddenly you are feeling overwhelmed. You don't know where to begin when it comes to showing a measurable report for your campaign. While we're not going to be breaking down a full report today, we are going to talk about two small things you can examine at the...

Below you’ll find the answers to our various social media quiz that we put on our various platforms. Let us know how well you did in the comments below! Facebook What Facebook page has the most LIKES? Coca Cola Shakira Cristiano Ronaldo - correct Around how many active users does FB have daily? / monthly 2.01 billion - correct answer 5.2 billion...

Welcome back, be sure to check out Part One of this guide on how to create a Twitter account and Part Two where we go over setting up your profile. In this part, we are going to be exploring some of the features of Twitter. Now it's time to explore Twitter. The top right has a search bar you can use to see what people are talking about here. You...

Welcome back, be sure to check out Part One of this guide on how to create a Twitter account. In this part we are going to be breaking down all the steps to set up your profile page. You are almost done! Twitter is now showing you the main dashboard. The site may offer to guide you through some basic features. You can either listen or skip...

While many of us have already jumped on the Twitter bandwagon, it’s likely that there are many insurance agents who are still not on the platform and may not even know where to begin on Twitter. While it’s easy to just tell people to sign up, we thought some agents might benefit from a more detailed explanation of Twitter's benefits and...

Split testing, also called A/B testing, happens all the time in social media and the world of online advertisement. It’s a term and concept you should know if you are even just beginning to experiment with social media. On the most basic level, A/B testing is when you take a piece of content with two variations, call them "A" and "B," and then...