Blog

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. 

Read More

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

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.

Read More

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?

Read More

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

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.

Read More

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

Insurers battle to keep up with 'born digital' companies

Posted by Will Erdmann on Nov 28, 2017 10:52:49 AM

As someone who has seen the 'tech boom' here in Seattle first hand, I have seen the growth of what's been coined "born digital" companies.  Among the new generation of weapons insurers intend to use to compete with these "born-digital” companies are chat windows, faster policy statements, intuitive agent portals, e-signatures, and robotic technologies. It's no wonder many agents struggle to keep up.

Read More

Topics: Increase close rate, Insider, ROI, insurance agent, insurance broker, insurance consultant, insurance market, insurance marketing, insurance marketing agencies, insurance marketing group, insurance marketing ideas

Why Sending an Insurance Survey is Good for Business.

Posted by Britt Bertolucci Cao on Jul 7, 2017 8:43:51 AM

As an insurance agent how do you know if you are providing your existing and new inbound calling customers the best service you can? Simple, ask. How am I doing, is an easy question to ask, but not always an easy question to get answered. A way to solve this problem is through a survey.

Read More

Topics: Increase close rate, follow up, ROI, insurance marketing, insurance marketing agencies, insurance marketing ideas, marketing ideas for insurance brokers, insurance marketing systems

Auto Insurance Marketing Tips

Posted by Britt Bertolucci Cao on Jun 19, 2017 8:08:16 AM

In pasts posts, I have written about how to market your insurance agency to new clients and inbound callers and some of the tools you should be using. But what if you want to market a specific section of your agency, say auto insurance? Below are a few ideas of how to specifically target audiences with marketing auto insurance.

Read More

Topics: Increase close rate, ROI, insurance broker, insurance agent, insurance consultant, insurance leads, insurance market, insurance marketing, insurance marketing agencies, insurance marketing group, insurance marketing ideas, insurance marketing organization, marketing ideas for insurance brokers, quality insurance leads

5 Reasons Why Insurance Agents are Moving From Leads to Inbound Calls

Posted by Britt Bertolucci Cao on Jun 12, 2017 10:30:27 AM

Gaining new business in an insurance agency is not an easy task these days. With so many to choose from, how do your customers know how to find you?  This has been a topic among insurance agents over the past few years, many have found the use of insurance leads to gain new customers. However, are those leads as effective as they hope? With the internet now being the way to find information customers are more apt to go looking for insurance agents online. And with these searches agents are finding they can gain more business through inbound calls vs leads.   We love to provide tips to agents, so today let’s look at a few ways insurance agents have moved to inbound calls and the advantages they have over insurance leads.

Read More

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

The beauty of consumer initiated inbound calls

Posted by Britt Bertolucci Cao on Apr 10, 2017 2:11:08 PM

As you probably know, we specialize in consumer initiated inbound calls, but what does that really mean for you?

Read More

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

About Our Blog

Follow Us for Insights Related to Insurance and Marketing

There is so much more to marketing for insurance professionals since the advent of the internet.  Our aim is to share years of experience from our team of experts, and help provide insights and an open dialog with those interested in our community. 

Subscribing to our blog will provide you with:

  • Insights and trends in the insurance industry
  • Marketing, sales strategies, and best practices
  • Tips and tricks relating to insurance

Interested in Updates From Our Team?

Recent Posts