Resources for Insurance Professionals

Why Social Media Matters to Agents

The rapid rise of social networking led to an overall acceptance of the various social platforms as an important persuasive tool for both customers and businesses. Agencies, brokers, and carriers are all discovering how social networking can be an essential tool for communication, engagement, lead generation and relationship building. However, the social space can seem complex and intimidating, and without a specific strategy, social media can become ineffective for your agency.

Starting the Cross-Selling Process

You made the leap and are now licensed in both Health and P&C. Now you can talk about a full range of products with your clients and prospects to generate multiple income streams.

4 Ways to Keep Agents Producing After Open Enrollment

Open enrollment is almost over, and you can take a deep breath and begin thinking about the upcoming year. However, the persistent thought about what to do with the employees you brought on to handle the crunch is still there. Many hours have been put in getting to know these employees, and they are familiar with a majority of the clients you are working with. They know your systems, your people, and how you operate. In order to keep these agents motivated, here are some tips to keep them producing after open enrollment ends.

Lead Scoring For Higher Conversion

Lead scoring is a method of ranking your prospects to determine their value and placement in your sales funnel. Beneficial to sales teams in countless ways, lead scoring allows for maximum sales efficiency by focusing on the leads that will convert, while also allowing sales staff to avoid pitching to prospects that need further nurturing or can easily be disqualified.

Cold Calling Tips for Insurance Sales

Cold calling is widely considered one of the most difficult parts of sales, regardless of industry. Cold calling in insurance sales can be especially difficult for a number of reasons. While insurance is a product that everyone can utilize, the competition is fierce and product offerings are diverse. This can lead to a number of roadblocks in the sales process. While you can’t expect to turn every cold call into a sale, you can definitely give your sales team the best opportunities to succeed.

The Great Debate: Should I buy leads for my agency?

In today’s digital-driven world, purchasing leads online is something that every insurance business needs to take into consideration. While not all lead generation businesses provide the highest quality level of leads, it is becoming an integral part of the industry and must be considered when looking at building your inbound leads. There are a number of factors to keep in mind while you are shopping around for lead generation partners online to help ensure that you are going with a trusted partner that meets your specific needs in regards to lead generation.

3 Features to Look for in an Agency & Policy Management Solution

Agency and policy management solutions are becoming a popular tool for insurance organizations to on-board, taking a lot of the guesswork out of running their business. These toolsets should provide a comprehensive feature set to help insurance companies enhance processes and optimize efficiency across the board. For those businesses looking to increase productivity and eliminate unnecessary work through process automation, there are many tools out there that can help.

Understand Marketing ROI for Your Insurance Organization with a Robust Toolset

Marketing is a fundamental component of businesses of all types and sizes, as it is the messaging that introduces your brand to the world. One of the most fundamental factors of successful marketing comes in the form of ongoing analysis and understanding of your insurance organization’s marketing campaign performance. The ability to identify what is working, what isn’t and how ongoing campaigns can be optimized is a differentiator between businesses that thrive and those that do not.

The Key to Improving Insurance Agency Performance & Productivity

The ability to vastly increase agency performance comes directly from the data that your insurance agency or brokerage collects on day-to-day performance metrics, overall marketing campaign metrics, and individual agent performance. While there are tools out there that will help streamline processes within your business, the most significant improvement to overall performance comes from acquiring an understanding of the data you are collecting. Most importantly, you need to understand how to use the data once you have it.

3 Simple Steps to Enhance Insurance Agency Call Center Efficiency

Regardless of your industry, call centers are an area where productivity and profitability is either made or broken within a business. In insurance call centers this is especially true, where a good majority of your brand’s interactions with customers is over the phone.

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