Here are our latest guides and articles to help you grow your agency.
Winging it is not an option when it comes to a call script. First impressions are everything and the competition is hungry, if not ravenous. You want to be polished and prepared, especially if you’re a talker. Too much fluff and not enough substance is a turn off to potential insurance shoppers.
Expect to do more than set goals and buy leads. Your account will be a living and breathing thing, which needs attention and adjusting along the way for best results.
SmartFinancial’s emphasis is on the relationship between agent and account manager and how to increase agents sales each month. Our leads are shared by fewer agents than most of the competition’s leads. We also offer a generous refund and credit policy.
If you’re an agent who excels at face-to-face sales, this news is epic because you can start working your magic in person again. If you’ve been successful working around social distancing, there are still a few resolutions you may consider making.
In essence, agents are making smaller commissions while struggling to take on new business. Even with the price breaks, however, customers are letting their car insurance policies lapse, sometimes out of sheer desperation.
Licensed insurance agents have traditionally been the sole distribution channel for selling and servicing insurance, but now that chatbots are giving insurance advice and apps are servicing basic customer needs, where does that leave insurance agents?
Essentially, insurance is something no one wants to use but feels compelled to buy. With good reason. But when things go sour financially, it’s tempting to cut back on this invisible expense to save a few dollars.
We’ve rounded up the 12 habits that top insurance agents utilize to sell more policies and retain a loyal base of clients. We hope these tips will rub off on you, too!
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.
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.
"My entire team is comfortable with the live calls from SmartFinancial, which have really helped us grow the business. These calls have gotten us up and running.”
“I’ve had the greatest experience working with my account manager at SmartFinancial,” Williams says. “She really helped me establish the right way to engage after a live transfer, and it’s made a big difference.”
"For the month of November, I made $3,000 from leads because I bought fewer leads. In October, I made $15,000 because I bought more calls.”
“We get 25 inbound calls a week, and I am closing upwards of 76% of the people I quote. My ROI for last month just shy of $15,000 and we’ve only been open for five months."
"I’d tried other lead vendors in the past, but they weren’t like the leads from SmartFinancial. I used to dial, dial, dial but I didn’t get the same results that I do now.”
“The lead quality is so good. I am meeting very interested folks, who are scrubbed properly. I probably quote about 90% of leads because they are qualified leads.”
“I’m getting lots of business in New York City through SmartFinancial. I usually get about three calls a day, and I’m closing a lot. I think I’ve closed over 20% !”
“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.”
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.
"I buy the home calls, and I don’t think I’ve had one situation where I've only get the home. I usually sell the complete insurance packages.”
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.
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.
Things to keep in mind to help improve your customer service and keep your clients happy.
Looking to grow your agency? Check out these tips to help you grow your bottom line.
Check out our 10 tips specifically designed for independent agents to help them grow their business and sell more policies.
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.
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
