Insurance Agent Resources

Here are our latest guides and articles to help you grow your agency.

Agent Advice

How Will Technology Impact Insurance Agents?

Technology tools may help agents and carriers measure risk while better serving consumers but are also creating some anxiety about whether robots will soon replace insurance agents.

Agent Advice

4 Ways to Gain the Confidence of Insurance Shoppers

People buy from people they trust. It’s that simple. What’s not so simple is making people trust you when you sell insurance. You have a short span of time to earn the client’s trust, so how do you do it?

Agent Advice

How to Sell More Homeowners Insurance Policies

A home is often the most valuable asset people own, so if you can gain the confidence of your clients, you may be able to sell many lines of insurance to homeowners policyholders.

Agent Advice

How to Start Selling Car Insurance Policies Like Never Before

Selling car insurance policies is not always so simple. But it can be simple, as long as you keep the phones busy. That’s half the battle.

Agent Advice

The Anatomy of an Insurance Sale During the COVID-19 Pandemic

Most of us are still trying to straddle the line between reclaiming normalcy and avoiding getting sick. It’s an uncertain time, but it doesn’t have to be a desperate time if you're an insurance agent. We know what works.

Agent Advice

Helping Your Staff Understand Insurance Leads

Leads are expensive, whether you bought them or invested advertising dollars into them. The last thing you want is for your own staff to unwittingly sabotage your plans for growth.

Agent Advice

Why CPA Is the Most Important Metric with Leads

What would you rather be, on the phone with new clients or in the pile of junk mail? What’s important is how much money you’re making at the end of the day minus the cost of the leads. This is your CPA.

Agent Advice

Building Rapport with Your Insurance Leads Account Manager

Your account manager will create a strategy that fits your needs and budget. The plan they put in place for you should shift and change according to your wins and losses.

Agent Advice

Shifting Paradigms for Insurance Agents

The spread of coronavirus has created a paradigm shift in the insurance industry, making face-to-face interactions and community involvement a challenge for most of us.

Agent Advice

Expanding Territory: Getting a Non-Resident Insurance License

In the ideal instance, you’d have multiple state licensing and you’d sell multiple lines of insurance. In this very competitive environment, expansion is a must.

Agent Success Stories

Agent Success

Agent Success: Francis and Steve Almeida with Farmers Insurance

Over the years, all three Almeida brothers have gained extensive experience using insurance leads from various vendors, so they understand how important it is to have a budget.

Agent Success

Success Story: Amerida Price with Allstate

“Leads are what they are and what you make of them. If I haven’t closed any deals, it’s probably my own fault because the quality of SmartFinancial leads is good.”

Agent Success

Success Story: Chad Lutweiler with Allstate Insurance

Lutweiler began tracking how much money he was spending on leads and how many policies he was selling. He determined that his ROI was worth the cost of buying SmartFinancial leads.

Agent Success

Success Story: Zach Halewood on Home Insurance Leads

Halewood's total revenue for May using SmartFinancial leads is roughly $13,000. And this is only the beginning. What’s the secret of Halewood’s success?

Agent Success

Success Story: Gina Kotek of Allstate with Live-Transfer Calls

Not only does Kotek feel the quality of SmartFinancial’s leads are stronger and better but returns are easy too.

Agent Success

Success Story: Patrick Biebersmith of Farmers Insurance with Live-Transfer Calls

It was after Biebersmith was laid off from a job as an electrical engineer that it first occurred to him that maybe he could actually help people as an insurance agent. He wanted to be different from the agents he’d met in the past.

Agent Success

Success Story: Jason Duree, Insurance Agent at the Duree Agency

Jason Duree is the son of a lifelong health and life insurance agent who now works for him selling group health insurance policies to businesses. It was a Farmers ad that sold Jason on the opportunity to make a lot of money in 2012.

Insurance Infographics

Infographics

Persistence Wins: Surprising Sales Statistics for Insurance Agents (Infographic)

Did you know that 48% of salespeople never follow up with a prospect? Its true! Check out our list of surprising stats of how salespeople typically follow up with a lead.

Infographics

Lead Conversion Statistics (Infographic)

Ever wonder how many times it takes to successfully reach a lead or the best time of the day to make contact? Check out our list of lead conversion statistics.

Infographics

8 Surprising Customer Service Facts for Insurance Agencies (Infographic)

Things to keep in mind to help improve your customer service and keep your clients happy.

Infographics

27 Creative Sales & Marketing Ideas for Insurance Agents (Infographic)

Looking to grow your agency? Check out these tips to help you grow your bottom line.

Infographics

10 Sales & Marketing Tips for Independent Agents (Infographic)

Check out our 10 tips specifically designed for independent agents to help them grow their business and sell more policies.

Infographics

7 Ways to Grow Your Insurance Agency (Infographic)

What's the best and most cost effective way to to promote your insurance agency? Let's examine the pros and cons of each option.

Agent Testimonials

Lukas Baker

Baker Consulting Services

Joel Reikes

Farmers Insurance

Robert Giordano

Allstate Insurance

Luis Quiroz

Farmers Insurance

Matt Reichmann

Advance Insurance Inc.

Tyson Burton

Allstate Insurance

Thurman Lynch

Allstate Insurance

Justin Waring

Neighbor Insurance