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Help Your Producers Close the Sale: Tips for Success

Posted by Will Erdmann on Jun 12, 2018 7:46:04 AM

Agency owners often play an important role in helping their producers close sales with clients who have very specific insurance needs. This is a big part of the value many agents provide. Here are a few tips for honing your producers skills in this area.

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Topics: tips, insurance consultant, insurance specialist, insurance agent, ROI, Increase close rate

5 Reasons Why Every Insurance Agent Should Ditch Leads and Buy Calls

Posted by Will Erdmann on Apr 6, 2018 9:21:11 AM

I know... I know... even seeing the word "leads" makes many agents shutter.  In just over 6 years of being in the industry, I have heard countless horror stories from agents on a lead program gone bad.  I've heard lead companies buying each other out and then not having enough supply to support their staff.  I've heard of auto-denying credits for bad calls.  I've even heard of stories where companies have taken their clients money and then shut their doors, never to be heard from again. 

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

Are You Holding Yourself Back Through Rookie Mistakes with Your Marketing and Customer Acquisition?

Posted by Will Erdmann on Mar 28, 2018 10:38:34 AM

Every year I try my best to make it to as many trade shows as I can so I can get in front of agency owners and producers to learn about their customer acquisition techniques.  Last fall I was speaking with a rather well known agent who was discussing his customer acquisition costs. This is a guy who is very in-tune with digital marketing, and just marketing in general as he had worked for company doing SEO marketing  before becoming an agent, and someone who is very numbers-oriented when it comes to his processes.

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Topics: tips, insurance marketing systems, insurance marketing ideas, insurance consultant, insurance specialist, insurance marketing, ROI, Increase close rate, Insider, insurance agent, insurance broker, insurance marketing group

Top 10 Tips on How to Sell Value Over Price

Posted by Will Erdmann on Mar 9, 2018 10:10:45 AM

In today's marketplace, anybody can sell on price.  It's easy to fall into the trap of thinking that the only thing that matters to consumers is price.

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Topics: insurance consultant, insurance agent, ROI, Increase close rate, Insider

15 Insurance Sales Tips for New or Inexperienced Agents

Posted by Will Erdmann on Feb 23, 2018 8:30:59 AM

Selling insurance is different from selling everything else.  Insurance is one of the most expensive things people buy and they can’t see it, touch it, or hold it.  You’re selling ideas. You’re selling trust. You’re selling promises. But most importantly....

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Topics: tips, millenials, insurance marketing systems, insurance marketing ideas, insurance marketing organization, insurance consultant, insurance specialist, insurance agent

Why We Love January (And You Should, Too!)

Posted by Will Erdmann on Jan 25, 2018 10:11:00 AM

As a team who has been in the industry for over a decade, we love when January rolls around.  Why? Because the start of the new year brings a new mindset to many agents on how to approach the growth of their agency this year.  Realizing the successes and failures from the year before can help anyone set up this new year with a different approach to their business.

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Topics: tips, marketing ideas for insurance brokers, insurance marketing organization, insurance marketing ideas, insurance consultant, insurance marketing agencies, insurance marketing, Increase close rate, Insider

Being a 'Local' Agent is No Longer Competitive

Posted by Will Erdmann on Jan 12, 2018 12:07:00 PM

One of the biggest issues facing many long time agents is the mentality that being a local agent is their competitive advantage.  We hear this most often from captive agents as that has been the rule of thumb for a long time. Is location the reason clients choose your agency over the competition?

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

2018 - We're ready, are you ready?

Posted by Will Erdmann on Jan 5, 2018 12:23:12 PM

With a fresh start to the new year, we wanted to take this opportunity to evolve our blog into a more interactive platform for our agents. While there are many places in the industry to get information and news, we want to share more insight of what's happening in our office, the exciting projects we are working on, and open a dialog with the community.

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Topics: Insider, Increase close rate, insurance consultant, insurance marketing

10 Quick tips for end of the year planning

Posted by Will Erdmann on Dec 19, 2017 10:54:43 AM

With the end of fourth quarter upon us, it can be a smart time to take inventory of your past years' marketing and plan for a prosperous 2018. Here are 10 easy steps to complete an effective assessment.

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

Top 5 Tips for Millennials Looking for Life Insurance

Posted by Will Erdmann on Dec 14, 2017 10:18:33 AM

Whether they’re still living with their parents while getting established, or looking forward to graduating from college and into the real world, becoming an adult is a shock to the system regardless of how prepared you think you are. Life insurance might be the last thing you even think about, or even on your radar. But here are five things you might not know about life insurance—that you probably should.

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Topics: life insurance, millenials, tips, Insider, insurance agent, insurance consultant, insurance market

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