Insurance Agent Resources

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

Agent Advice

Follow Up Timeline for the Successful Insurance Agent

The right follow-up strategy prevents clients from considering other options and jumping ship. It’s also an opportunity to determine if life changes mean that a client needs more insurance products or if they are eligible for any discounts.

Agent Advice

How Do Insurance Agents Find New Clients?

What is there to do about steadily finding new clients? Even seasoned insurance agents find that meeting new clients on a regular basis is the most difficult part of the job. We have strategies.

Agent Advice

10 Ways to Build Rapport and Trust When Selling Health Insurance Over the Phone

The customer can’t just switch a health insurance policy if they change their mind. They have to wait another year until Open Enrollment comes around again to make another choice. And they won’t be happy with you if they are not happy with the health insurance plan they bought.

Agent Advice

5 Reasons Why Internet Leads Makes Sense for Selling Medicare Supplement Insurance

You may be wondering how to succeed during Open Enrollment, which begins October 15th and ends December 7. With fewer social events and activities, where you’d normally meet many seniors, you’re looking to alternative methods of making the most of Open Enrollment this year.

Agent Advice

Why Buy Renters Insurance Leads?

It’s time to forget what you know about renters and renters insurance. Not all renters are young and unestablished. Some renters are people with six-figure salaries and others are made up of families.

Agent Advice

7 Cold Calling Tips for Insurance Agents

We have some good tips to help you get through the daunting task of cold calling, which is simply something that needs to get done. It may require volume to make sales, but you will succeed if you keep these seven tips in mind.

Agent Advice

Top 10 Prospecting Strategies for Insurance Agents

Even when it becomes a post-pandemic world, people will still be greatly influenced by what we’re living through today. This fact affects how you approach prospects.

Agent Advice

Aged Insurance Leads: Are They a Waste of Time?

There are agents who keep pushing through with fresh insurance leads. And there are the agents who horde aged leads, even ones that are over a year old, and they keep making the calls. Is the former just wasting their time?

Agent Advice

6 Insurance Agent Tips to Jump Start the Last Quarter of 2020

The insurance industry’s internal pendulum moves each time the economy shifts. Forging ahead is the way to go. Whichever line of insurance you sell we have some ideas on how you can get ahead this last quarter and possibly make up for some lost income during lockdown.

Agent Advice

How to Retain Insurance Clients

If you’re already on your way to increasing the number of auto insurance policies you sell, you’re halfway there to meeting your goals. Why half way, you ask? Because retaining these clients is just as important as making new sales.

Agent Success Stories

Agent Success

Success Story: Kent Straith on Selling Health Insurance

This year, Straith began working with SmartFinancial to connect with customers. “For two or three months I’ve been getting health live calls, and the quality has been fantastic,” he says.

Agent Success

Success Story: Christa Dillon Allstate Agency

My account manager really works with me and tries to hone in on better quality leads. He tells me where to put my bid. We listen to calls together. He’s just so thorough in giving me suggestions that I’ve let him train my producers.

Agent Success

Success Story: Lauren Wyse of Allstate Insurance

I have had to throw all the other marketing campaigns out the window. No more sponsoring teams and working with business. We’ve been working only with SmartFinancial internet leads.”

Agent Success

Success Story: Chris Cowlin of the Cowlin Agency

Cowan owes much of his success to the love of the insurance business. “I’ve seen it all,” he says. “Agents see more than a preacher does. We see everything."

Agent Success

Agent Success Story: Giovanna Lovelace

Lovelace loves the live transfers because they allow her to begin building a relationship with the customer right away. In fact, she just closed a deal from one of SmartFinancial’s calls.

Agent Success

Success Story: Alexis Brown of Necessary Insurance on Life Insurance Live Transfers

Brown is happy to find success in her new career with the help of SmartFinancial. She has a one year old and 7 year-old who demand her attention, so she’s happy that she can run her own business.

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?

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