Become an Agent

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...

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...

How To Better Market Yourself

Do you struggle with promoting yourself or your business? All day long, there’s a lot of noise pinging from various media channels. It’s never been easier to shout your message from the proverbial rooftop. But how do you make sure that you’re not just adding to that...

Documents for Keeping Your Clients Informed

Now is the time to reconnect with your clients and prospects. Remember: if you’re not contacting them and keeping them informed, someone else will! Virtual Office Letter to Clients If you choose to no longer have in person consultations/appointments, use this...