What Agents Should Do this Month Posts

Who is the most important person in an insurance agency? The client! Clients are the reason why we’re in this business; they deserve our gratitude.

And there’s plenty of ways to say thank you without breaking the bank. By following our tips and tricks, you’ll be able to keep that relationship with your client going strong, putting your agency in the best place to pick up any further work. And by showing gratitude, you’re also more likely to get a referral from your clients, creating a snowball to success.

Small Business Saturday is a vast movement that sees millions of Americans switching their attention away from the big chains and shopping local for a weekend. It’s also something insurance agents can tap into. Use this opportunity to connect with your current customer base and engage with new clients as the festive season begins.

If we’ve learned anything from 2020 so far, it has to be that preparation for all emergencies is imperative! With this in mind, we highly suggest that every business out there has a fully-fleshed-out Emergency Response Plan.

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.

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.