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Back to School Tips: Ease Into The School Year

Posted by Will Erdmann on Sep 6, 2019 9:52:21 AM

As summer vacations wind down, and kids across the country go back to school, it’s time for new school clothes, shoes, backpacks, and all those supplies. Whether your child is anxious to be back or dreading every minute of it, it’s always best to be prepared. Here are a few back to school tips to help you and your children get the school year started off on the right foot.

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Topics: tips

Finding the Right Lead Product For Your Agency

Posted by Will Erdmann on Jul 24, 2019 1:28:00 PM

Insurance is a huge industry, and one that gets some of the most search requests online. Most agency owners and entrepreneurs start their agency with a bunch of ideas and energy. But the agency owner usually has one focus on why they got into insurance, usually a personal connection that helped them make the leap.

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Topics: insurance market, marketing ideas for insurance brokers, insurance marketing systems, tips, inbound leads, telesales, inbound marketing

4 Types of Summer Safety Tips

Posted by Will Erdmann on Jul 11, 2019 9:24:20 AM

With beautiful sunny days, fireworks, backyard barbecues and exotic vacations, summer is synonymous with fun and relaxation.

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Topics: tips, summer

Independence Day Safety Tips

Posted by Will Erdmann on Jul 3, 2019 6:59:23 AM

Every 4th of July, Americans across the country observe our nation’s independence, celebrating with water activities, barbecues with family and friends, and at nightfall, we look on in wonder as fireworks explode in colors high over our heads.

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Topics: tips

The Seven Keys to Magnify Your Leads

Posted by Will Erdmann on Jun 25, 2019 11:28:34 AM

When working with a lead, either an online lead or an inbound phone call, it's important to know these 7 key parts to increase your success in both quoting and closing new business.  The leads your team fights over are the great ones.  Great leads have the power to supercharge your team, and help get the energy back in their sales process.  What is it, though, that makes a lead great?  I believe there are seven keys to use for any lead that enters the funnel.  A lot of what follows may seem basic, but we know that it is the basics that win in the long run.

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Topics: Insider, Increase close rate, ROI, insurance marketing, follow up, insurance leads, insurance consultant, tips, inbound leads, telesales

June is National Safety Month!

Posted by Will Erdmann on Jun 7, 2019 9:59:56 AM

Each year the safety community designates June as National Safety Month to raise awareness about important safety issues including slips, trips and falls, vehicular accidents, employee well-being and emergency preparedness.  These are leading causes of death and injury at home, work and on the roads.

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Topics: insurance consultant, insurance marketing ideas, tips

From Producer to Multi-State Agency: A Success Story

Posted by Will Erdmann on May 15, 2019 6:38:35 AM

While it's always helpful to provide tips to our own prospects and clients, I wanted to chat with one of our top clients who went from being a producer to being an agency that is now licensed and writes business in eight states across the country.  Joe's agency has seen explosive growth with our service, and I knew he would be the right person to fill in the gaps for agency owners looking to refine their processes. Here's what he had to say...

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

8 Phone Sales Techniques That Will Close Deals Faster

Posted by Will Erdmann on May 9, 2019 11:18:00 AM

We get asked all the time how to be more successful with inbound marketing.  While the convenience of having someone call you takes the stress off cold calling, it brings with it it's own unique challenges.  We hope these tips help to supercharge your sales team, and get more policies in the books!  Here are our top 8 tips to elevate your inbound sales calls.

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Topics: marketing, follow up, insurance agent, insurance leads, marketing ideas for insurance brokers, quality insurance leads, insurance marketing systems, insurance marketing ideas, tips, inbound leads, telesales, inbound marketing

Spring Cleaning: The Best Way to Avoid Claims Later

Posted by Will Erdmann on Apr 11, 2019 11:18:00 AM

Spring appears to have sprung across the country and I hope everyone is ready to have a wonderful Easter Weekend to spend it with family and friends!

This time of year brings a renewal to our environment and our local economy as spring events pop up all over.  However, the change in the season also brings many to-do's back into our life like, gardening/landscaping, cleaning up from winter (inside and outside!) as well as insurance.  It's always good to take care of your investment in your home, so spring cleaning is vital to avoid insurance claims later on.

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Topics: Insider, tips

6 Ways to Achieve Highly Effective Retention

Posted by Will Erdmann on Apr 3, 2019 2:17:00 PM

It’s easy to take for granted the things we value the most. This is especially true with relationships, including the relationships we have with our best insurance clients. I once read the saying "Your best clients are your competitions' best prospects".  And while, that seems pretty obvious, I would argue that the best clients are the ones who are given the attention they deserve, before they realize they need or want it.

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

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