Producer Registry to Help Agencies With Moves

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, [...]

Re-Setting Your Goals

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 [...]

Becoming Your Best Self

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 [...]

10 Tips for Maintaining a Positive Attitude

Keeping a positive attitude is one of the most important things you can do if you want to lead a happy life and achieve your desired level of professional success. When you have a positive attitude, dealing with personal and professional obstacles will be a lot easier, and you will be able to keep moving [...]

Building Client Loyalty: More than Just a Plan

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. [...]

How to Take on an Upset Client in the Insurance Industry

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 [...]

How to Get Someone to Talk About Their Agent or Advisor

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 [...]

The Value of Staying in Touch with Clients

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 [...]

How to Build Rapport Selling Insurance Online or Over the Phone

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 [...]

7 Tips To Close More Insurance Sales

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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