Advice for Agents Posts

With a new year and a new decade underway, it’s a great time to proactively reach out to clients and conduct their annual insurance coverage reviews. An annual review is not only smart for your clients, but it’s also an excellent way to build rapport while demonstrating the value you provide, beyond servicing their policies. Here’s how it’s done…

As you kick off the new year, you’re probably making resolutions for yourself, but what about your business? If you want 2020 to be a record year for your business, you might consider making these five resolutions for growth.

Automotive repair shops need workers’ comp because their employees are at a high risk of a serious injury that could result in medical bills, lost wages, and potential legal action. Here’s how you attract more automotive repair clients.

As an insurance agent, your reputation is on the line every time you suggest coverage to a client. You have worked years to build the trust of your clients, understand their businesses, and be responsive to their needs. If you’re looking to add workers’ compensation to your offerings, you need to do your due diligence to ensure the providing company is a good fit for you and your clients. Here’s how…

While you might want to take a moment to look back over the past year and review your wins and losses, there are also several things you could do this month that are quick and easy (and in some cases, fun) to keep your insurance business growing. And all of these suggestions are subtle enough that nobody can accuse you of being totally work-focused during the most wonderful time of the year.

Have you counted the days until the end of the decade? That’s right, another decade comes to a close soon and there are even fewer working days between now and then. In other words, time is flying by so now is the time to take stock of all open tasks and plan to get everything in line before the beginning of our new year.

October might be the most important month of your year - the month between holidays and the month of hurry to get in front of clients before the holiday madness begins. Here is how to manage…

Taking these proactive steps with your prospects will give you a jump on the competition while demonstrating to existing insurance clients that you understand their needs will solidify your relationship into 2020.

August is one of those months that feels transitionary. It’s the tail end of summer leading into the fall. That said, the temperatures are still skyrocketing into the mid-80s, and the sun can still give you one heck of a burn. There is a lot you can get done in this last month of summer weather, so here are our recommendations for insurance agents for the month of August!

The summer is halfway over. Next month, kids will be returning to school in the southern US; family vacations will be over; things will begin to return to normal at most workplaces. July can be a bit of a transition month for those reasons. Nevertheless, there are plenty of things to do this month to keep your business growing.