Insurance Sales Best Practices

8
Mar

How Insurance Agents Thrive Buying Internet Leads

Insurance Agents need a strategy for growth and and nowadays, traditional marketing is difficult to measure and doesn’t perform like did 10-15-20+ years ago. Many insurance agencies that purchase online leads feel like they’ve been burned because the ROI just wasn’t there. I’ve heard horror stories of agents buying over 100 leads and not selling one policy! That’s absurd and there’s no reason for

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22
Feb

What makes your insurance agency different from the competition?

Years ago, a mentor of mine would say the independent agent space was like a cult, because we all say the same thing when asked to explain why we’re different: “We have great service, we’ve been in business for ‘X’ years, we’re active in the community, and if you ever have a claim, I’ll be there for you.” Independent agents, does

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19
Feb

4 adjustments that help Insurance Agencies convert online leads

When building out an agency marketing strategy, you have to ask: Is a consumer who is shopping around going to stumble upon your site and fill out a form? Do you have people who are trained to call that consumer, engage the prospect and convince them to buy insurance from you? Does that happen 10 to 20 times a day?

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21
Apr

4 ways Insurance Agents can increase online lead conversions from PC360

The No. 1 challenge I hear from personal lines agents is that the phone isn’t ringing with new prospective customers. The reason for that is obvious, most consumers initiate shopping online. Many agents try to generate or buy leads online, but the results are dismal so they give up. There are agencies who build big books of business from generating

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23
Mar

5 things the fastest growing insurance agencies have in common

Over the past 8 years, I’ve spent time in more than 600 independent agencies as a consultant or vendor. Seventeen years of insurance production gave me a ton of experience, yet there’s still so much to figure out. Early in my career, the one thing that kept me interested in the business was the ability to learn every day. Insurance

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8
May

Study Finds Agents, Insurers Put Online Quote Requests on Hold

Although the insurance industry purports to embrace online technology for consumers seeking quotes and other interaction, a new secret shopper study shows that only 44% of online quote requests get both a call and email response from the insurer or agent–and 17% received no response at all. Cloud-based sales software vendor Velocify conducted a secret shopper study to determine how effectively insurers

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18
Apr

Velocify Names Insurance Industry Veteran Stuart Ganis as Segment Director

Los Angeles – March 12, 2014 – Velocify, the market-leader in cloud-based intelligent sales automation software, today announced the appointment of Stuart Ganis as director of insurance vertical. In this role, Ganis will lead the company’s initiatives in the insurance industry and work with the product development team to deliver offerings designed specifically for insurance organizations.

13
Jun

Insurance Sales Training Class with Industry Expert Stuart Ganis

We’ll be holding a class in San Diego on June 18th to teach sales and marketing best practices to insurance agencies. We hope you can join us at this great event being sponsored by The American Agents Alliance. If you’d like to sign up for the class please click here http://conta.cc/11ivgsD. The class also includes dinner and will be a great

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18
Feb

10 Reasons your Insurance Agency could be losing value and what to do about it

This week we’ll be speaking at the BIG (Brokers Insurance Group) Meeting in Pomona Ca. The subject of the talk is 10 Reasons you’re Insurance Agency could be losing value and what to do about it. You can read more about the event here. The presentation discusses how to add value to your insurance 

8
Oct

Insurance Agency Training will help grow your business

Over the past 7 years, we’ve trained well over 10,000 insurance agency principals, producers, csr’s, account managers and other industry specialists. We’ve trained in well over 450 different insurance agencies and have witnessed best practices, poor practices and everything in between. The one consistent theme we hear when our projects are completed is that we identified areas of  improvement