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19 Tips Every New Insurance Agent Should Know

One of the hardest jobs out there is sales. And one of the hardest sales jobs is being an insurance agent. You have to get personal with people quickly and sell them something that they need but cannot see. And if that did not make it hard enough, there is the fact that the only thing people are more jaded about than insurance companies is lawyers.

That said, if you are new to being an insurance agent, get used to reminding yourself that you are selling something that everyone needs and that everyone knows they need even if they do not like it. So sit back and take a few minutes to read some tips that will ease your transition into the world of the insurance agent.

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14 Advanced Tips for Training New Insurance Agents

The insurance world is constantly changing and adapting to new needs, which means there's always a demand for new insurance agents. Insurance products can ensure quality of life and protection, but they require trust to be established between the company and the client. New agents must get well-rounded training to be able to assist this relationship.

If you're interested in the insurance industry and how new agents are trained, or if you're looking to train new agents as an instructor, read on to discover tips from the experts.

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Selling & Staffing Angie Light Selling & Staffing Angie Light

11 Tips for Selling Insurance Over the Phone

Selling insurance over the phone can be intimidating. You can’t see the person you’re talking with to read their reactions to your pitch, and you have to make snap judgements on how to proceed with nothing but their voice to guide you. Still, are there any techniques out there that will help you sell more insurance over the phone?

The answer is a resounding yes. If you’d like to know the top 11 tips for increasing your insurance sales over the phone, you’ve come to the right place. In the following sections, we will discuss everything from reading your audience to how to get referrals. So come along and get ready to make some sales!

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Selling & Staffing Angie Light Selling & Staffing Angie Light

9 Insurance Agency Staffing Models for Maximizing Growth

Staffing an insurance agency requires detailed, careful attention and lots of prior planning. Data-driven decision-making is also crucial to ensure you hire individuals with the highest levels of expertise and who will manage your clients well to ultimately grow your business.

Still, it's challenging to know who is and isn't suitable for your company. Using these models and techniques listed below, you can confidently staff your agency to scale and maximize your agency's growth potential.

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9 Best Automation Systems for Insurance Agencies

Automation systems are a useful way for insurance agencies to manage their customer relationship services, manage their social media marketing platform, and generate new sales leads to expand a business.

Below you'll find a list of some of the best automation systems available for insurance agencies. While all of these systems house different features beneficial to insurance agencies, they all have their strengths to boast. Keep reading to learn more about the 9 best automation systems on the market.

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5 Best Practices for Managing an Agency

Managing an insurance agency can sometimes seem like an impossible task. If you’re not engaging in best practices, it can be difficult to juggle your clients' needs, the needs of your employees, and the task of keeping up to date with new technology. Fortunately, there are a few strategies you can begin employing now to make insurance agency management much easier.

Below we will discuss how you can take advantage of new technology, give your employees a growth mindset, and not only gain clients but keep them too. With our top 5 best practices for insurance agency management, you’ll be ready to take control.

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Marketing & Finding Leads Angie Light Marketing & Finding Leads Angie Light

Direct Mail: Is It Worth It?

Promoting your business requires you to spend marketing dollars to build awareness in your community. Direct mail is still a viable way to market your agency, and studies have shown that people do still like receiving direct mail. It’s important for you to decide on details around direct mailings, to determine an appropriate budget.

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