Advice for Agents Posts

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.

The summer months are typically slower for most industries. When things are a little slower at the office, it’s the perfect time to work on some self-improvement that can help you serve your existing clients better and even bring in some new ones.

Every month we offer a quick list of the things insurance agents could be doing to keep business growing. These checklists are invaluable for the agent that’s feeling overwhelmed or the agency looking to grow.

With legalization rolling out across the country, this could have an enormous impact on employers and it’s very important that insurance agents have knowledge of how the different statues may affect their clients, even if your state has not yet legalized the use of medical marijuana.