Blog

12 Career-Focused Goals for your New Year's Resolutions

Posted by Will Erdmann on Jan 2, 2019 12:48:52 PM

Don’t let this year’s resolutions be empty promises to yourself. One of the phrases passed around a lot is "New Year: New Me".  I hate that phrase simply because it ignores your past in an effort to create a 'new' version of yourself.  Resolutions aren't about re-inventing yourself, they're about reflecting on the past year, and making goals to achieve this year.

Read More

Topics: Insider, insurance marketing, insurance consultant, marketing ideas for insurance brokers, tips

7 Tips on Holiday Travel Safety

Posted by Will Erdmann on Dec 21, 2018 9:32:43 AM

Now is about the time of year where millions of Americans are travelling to see loved ones over the holidays.  Whether a few miles away or a few hundred miles away, here are some tips to keep you safe while you travel this holiday season.

Read More

Topics: Insider, follow up, insurance consultant, insurance marketing ideas, tips

Create the Perfect Holiday Season with These Five Tips

Posted by Will Erdmann on Dec 12, 2018 11:42:00 AM

For those who love family gatherings, parties and events, this is a favorite time of year. Get started on your planning early so you have a safe and special holiday. Below we have put together some great planning tips that will help you make your holiday fun and safe.

Read More

Topics: Insider, insurance marketing, insurance consultant, tips

Overcoming the Fear of Success: Are you Holding yourself Back?

Posted by Will Erdmann on Dec 8, 2018 10:36:00 AM

The fear of success phobia is very much like the fear of failure: both prevent the sufferer from dreaming and achieving their goals. It might seem weird to fear success; after all what can be more appealing in life than it? However, a little bit of digging in the phobic’s mind shows that fearing success is natural to them, simply because they are not looking for any change. They are so comfortable in their current situation that they want to continue to live the life despite hating it. Often, the individual might be afraid of success owing to the fear of inability to handle fame or wealth it brings.

Read More

Topics: Insider, Increase close rate, ROI, insurance marketing, follow up, insurance specialist, insurance marketing group, insurance market, insurance consultant, insurance marketing ideas, tips

Thanksgiving Tips for You and Yours...

Posted by Will Erdmann on Nov 20, 2018 11:02:00 AM

The Thanksgiving holiday is nearly upon us and in addition to turkey and stuffing, it generally means a few other things.  There will be an increase in travel and an increase in house fires.  

Read More

Topics: tips

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.

Read More

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

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!

Read More

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

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. 

Read More

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

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.

Read More

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:

Read More

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

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 and sales strategies
  • Best practices to increase close rate
  • Tips and tricks relating to insurance

Interested in Updates From Our Team?

Recent Posts