The National Insurance Producer Registry (NIPR) wants to do more to help insurance agencies and insurance brokerage firms. The agent and broker license recordkeeping company says it’s adding a contact information update service aimed at agencies, brokers and other “business entities.” If an agency or insurance brokerage firm moves or makes other contact information changes, [...]
The steps outlined in this article will help you modify your goals in light of COVID-19. "Every adversity, every failure, every heartache carries with it the seed of an equal or greater benefit." — Napoleon Hill COVID-19 has created the need for some advisors to modify their goals as they spent a lot of time [...]
Ask the people who matter the most to you what they need from you and make those requests your top priority. As we all know, it takes a lot to be successful in the financial services industry—a lot of hours, a lot of attention, and a lot of care for our clients so that [...]
Client loyalty can make or break a business. Building relationships with people that are relying on an agent to guide them through the choppy waters of health care coverage makes all the difference. It’s what gives one person an overstuffed book of business, while the other is sitting and waiting for their phone to ring. [...]
At least once in your sales career, you may meet an insurance client who had a negative experience with another agent, plan, or insurance in general. While these bad experiences were out of your control, you have the ability to make their next experience a positive one! When working with a “jaded” client, remember that [...]
Tactful questions can prompt revealing answers that let you know what they are looking for, possibly in a future client-advisor relationship. Let’s assume part of your practice involves working with individuals. When you meet someone socially (which today could be onscreen or even through social media) the question “What do you do?” or “Tell me [...]
You’ve met with a client, quoted plans, and completed and submitted the application. Your work is done right? Well, no. If you want to be successful in this business, you’re going to need to stay in touch with clients. It’s just good business. No matter the business or what is being sold, clients and customers [...]
Don’t let social distancing get in the way of your insurance sales! If you’re trying to foster trust with prospects, we’ve got six tips for building rapport over the phone or online, fast. Without rapport, you can’t expect your prospects to enroll in that plan you just pitched them — they may think you’re trying to [...]
Closing sales isn't just about the words or tactics you use at the end of the sale's process. A strong close requires a foundation built throughout your sale's process. If you don't set yourself up properly before decision making time, you aren't closing anything - you're simply selling with no direction. If you are laying [...]
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132 Google Reviews
5.0 Average Rating
132 Google Reviews
5.0 Average Rating
132 Google Reviews
5.0 Average Rating
132 Google Reviews
5.0 Average Rating
132 Google Reviews
5.0 Average Rating
132 Google Reviews
5.0 Average Rating
132 Google Reviews
5.0 Average Rating
132 Google Reviews
