Resources for Insurance Professionals

Insurance Agency Roles and Workflows for Lead Management

The importance of technology platforms is ever-increasing in necessity among insurance agencies. More often than not, we see agencies using multiple platforms to manage their leads, quoting, enrollment and customer management which significantly impacts efficiency. In part one of our series on maximizing multi-channel distribution, we discuss agency roles, how these roles enhance the sales process, and why an all-in-one agency platform optimizes sales.

Connecting with Millennials Through Social Media

Millennials are the generation of instant gratification. As millennials interact with the insurance industry, the industry finds itself facing a more demanding group, but also a group that is willing to listen. When it’s time to purchase an insurance policy, half of millennials turn to family and friends for advice and referrals. These conversations don’t just take place in person or over the phone; they take place in the social community. It’s as simple as someone posting a question to social media asking “Looking for health insurance. Recommendations?”

Using LinkedIn to Expand Your Network

LinkedIn is the largest professional networking tool in the world. The social platform not only allows you to connect with others in your industry, but it is also a great way to put yourself in front of consumers who may be interested in buying a policy from you. When using LinkedIn to expand your network, the ultimate goal is to make yourself visible to potential connections through groups, search, and current connections.

Becoming a Thought Leader – How to Get Others to Look to You

Thought leaders are well respected among their communities and drive innovation in their industry. They have a large network of followers and speak to issues outside the realm of their day-to-day niche. While becoming a thought leader is not an overnight process, the relationships built during the process create a deep sense of loyalty that translates into leads for your insurance agency and enhances your agency brand.

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.

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