There’s no shortage of insurance prospecting software out there. But quantity does not equate quality. You need the right tools to match your prospect and customer needs to run a successful agency. Our partners at Independent Insurance Agents & Brokers of America...
Insurance Marketing Strategies: The Art of Asking for Referrals
Referrals are the gold standard of business. Nielsen found prospects are four times more likely to buy when referred by a friend – that’s a stat you want to get behind. But how do you adjust your insurance marketing strategies to hit at the 49 percent of consumers who...
Understanding the Buyer’s Journey (and How You Can Facilitate It) with Partner Platform
Selling is essential to growing your agency. A critical element to sales is understanding how prospective customers think and act. In our experience with Partner Platform agencies, many don’t have the best tools to follow how a prospect moves to a client in the...
Essential Insurance Prospecting Software for Your Agency
You need new customers to stay in business. It’s a truth all agency owners know, and one that plagues many. Identifying and closing leads seems like a never-ending struggle. Often, these same struggling owners aren’t investing in insurance prospecting software....
How to Get Insurance Clients: Making Your Service Stand Out
There are two significant factors consumers take into account when deciding where to bring their business: price and customer support. In fact, American Express found 90% of Americans surveyed consider customer service in their purchasing decisions. However, people...
Boosting Insurance Retention through Cross-Selling
Insurance retention is a critical piece of agency success. We all know the stats: it is far easier to keep a current customer than to search for a new one. Recent studies show it costs 5x more to hook a new customer than to keep an existing one. With stats like these,...
3 Keys to Getting Social and Gaining Prospects
It doesn’t matter whether you consider yourself introverted or extroverted; the fact is part of running an agency means meeting people and making connections. Everyone has their own way, but being social is a critical piece of your insurance agency marketing. Here are...
Insurance Prospecting as an Independent Agency
As an independent insurance agency, you have a significant advantage over the industry goliaths: community connections. No matter how hard they try, large insurance corporations cannot be part of a local community. You, however, have been a part of your community for...
5 Steps to Leveraging Agency Workflows to Improve Service
For most independent insurance agencies, superior customer service is their bread and butter. Beyond serving your local community and providing a quality service to those in need, good customer service is also tied to better business. One survey recently found over...
Syncing Your Sales: Integrated Systems for Insurance Prospecting
Insurance prospecting can be intimidating, even for the most seasoned professionals in the industry. Finding prospects can seem a daunting task, much less making the sale and moving them to customer. But, with the right tools and perseverance, insurance prospecting is...