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8 Tips to Close End of the Year Policies Fast

Posted by Will Erdmann on Nov 7, 2018 8:52:36 AM

It’s November and for many companies, the fourth quarter of business brings with it crunch time for achieving your sales goals. Maybe you didn't do so well at the beginning of the year and are trying to close the gap, or maybe you find yourself pushing to attain your revenue goal but uncertain what you can do to speed customer decision making.

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Topics: tips, marketing ideas for insurance brokers, insurance marketing organization, insurance specialist, insurance agent, insurance marketing, ROI, follow up, Increase close rate, Insider

Learn how to close 95% of your leads

Posted by Will Erdmann on Oct 25, 2018 9:56:00 AM

Lead generation is the lifeblood of all successful businesses. Without leads, you have no customers, and without customers, you have no revenue.

But how many of them convert to sales? One out of 10? One out of 100?  What if you could make that rate closer to 95%?  Sounds impossible, right?  The average conversion rate for closing leads depends on many factors, including your lead or call source.  That being said, there is a two-step process that will help you close more business, and it's perception isn't what you think!

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Topics: tips, referrals, insurance marketing systems, insurance marketing agencies, marketing ideas for insurance brokers, insurance marketing ideas, insurance marketing organization, insurance consultant, insurance market, insurance specialist, insurance marketing, Increase close rate, ROI, Insider, follow up, marketing, insurance agent, insurance broker, insurance leads

5 Secrets to Improve the Insurance Claims Call Experience

Posted by Will Erdmann on Oct 11, 2018 9:06:25 AM

On Monday, I gave you some tips to handle a coming storm.  For many of my fellow Floridians, today they are waking up to the wake of Hurricane Michael.  In these times of distress for so many consumers, they look to their insurance professionals for advise and guidance in this difficult time. 

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Topics: tips, insurance consultant, insurance specialist, follow up, Insider

2019 Hurricane Preparedness Checklist

Posted by Will Erdmann on Oct 8, 2018 5:51:35 AM

Hurricane season is upon us, and in the insurance world that spells busy days with claims calls, being with clients in a time of need, and still running your agency with a smile.  Hurricanes and tornadoes are powerful and frightening, but you don’t have to be completely at their mercy. There are ways for you to lessen the potential devastation they can cause to you and your family.

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Topics: tips

Nine Tips For Selling Over the Phone

Posted by Will Erdmann on Sep 26, 2018 8:59:09 AM

Let’s face it, whether you’re a producer, agency owner, or support staff, at some point you’re going to be on the phone with a prospect… especially if you’re using an inbound call marketing program like ours.  But what happens when your team is quoting policies and closing on the phone rather than in person? Are they as successful?  Here are some of our tips to help your team be more confident on the phone:

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Topics: tips, insurance marketing systems, marketing ideas for insurance brokers, insurance consultant, insurance marketing, ROI, Increase close rate, Insider, follow up

Leaf It To Me: 7 Cool Tips for Fall

Posted by Will Erdmann on Sep 14, 2018 9:22:49 AM

Time to put away the beach toys and put on your coat because fall is upon us.  School is back in session, and the nights are getting longer. If you missed the opportunity to advertise for Back-to-School or the end-of-summer, fear not. We put together 7 great marketing tips to help jumpstart and power up your business through the coming season.

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Topics: tips, insurance marketing systems, marketing ideas for insurance brokers, insurance marketing ideas, insurance marketing organization, insurance market, insurance marketing group, insurance specialist, insurance leads, insurance marketing, marketing

Sending the kids off to school is the best part about fall...

Posted by Will Erdmann on Sep 5, 2018 9:04:47 AM

September is in the air, and as that breeze picks up and we bid our fond farewells to summer of 2018, we also say hello to new beginnings.  For everyone, it’s time to get back to business, and this includes agency owners.  I don't have any kids, however when I see those school buses pick up those eager little minds I get excited... why, you might ask?  Because that's my sign it's back-to-school season and that agency owners and  parents are kicking it into high gear as we approach the end of the year!  

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Topics: tips, insurance marketing systems, quality insurance leads, marketing ideas for insurance brokers, insurance marketing agencies, insurance marketing ideas, insurance marketing organization, insurance consultant

Four of The Biggest Challenges with Inbound Marketing

Posted by Will Erdmann on Aug 24, 2018 8:01:25 AM
The insurance sales and marketing landscape has changed dramatically over the past 5-10 years. As people become increasingly reliant on the Internet to research the products and services that can address their needs, inbound sales has developed into a crucial aspect of any successful agency's success.  

In many ways, inbound sales calls/leads offer you with significant advantages compared with outbound sales leads generated by strategies such as “cold calling.” In particular, you are benefiting from the fact that these people made the effort to contact you.  As a result, it is likely that these individuals already have some degree of interest in the services or products you provide.

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Topics: tips, insurance marketing systems, quality insurance leads, marketing ideas for insurance brokers, insurance marketing agencies, insurance marketing ideas, insurance marketing organization, insurance consultant, insurance market, insurance marketing group, insurance specialist, insurance leads, insurance marketing, ROI, Increase close rate

Close More Inbound Marketing in 5 Easy Steps

Posted by Will Erdmann on Aug 10, 2018 10:48:21 AM

Many times when we are working with clients, we hear that they are upset with their close rate.  Instantly they get flashbacks to a bad vendor, or money wasted, and it gets to the best of agents.  The good thing with inbound call programs, like ours, is that you have a TCPA compliant call recording which can be used for quality assurance and training in your agency.

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Topics: referrals, tips, insurance marketing systems, quality insurance leads, marketing ideas for insurance brokers, insurance marketing agencies, insurance marketing ideas, insurance marketing organization, insurance consultant, insurance market, insurance leads

4 Things to Know About Insurance Lead Generation

Posted by Will Erdmann on Jul 30, 2018 8:31:33 AM

One of the biggest questions we get asked, as most lead vendors often do, is what should agents know about lead generation.  We put together our 4 tips you should know about insurance lead generation, and how it's not always what you think!

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Topics: tips, insurance marketing systems, insurance marketing ideas, insurance marketing agencies, marketing ideas for insurance brokers, insurance consultant, insurance specialist, insurance leads

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