Insurance Agent Resources

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

Agent Advice

Successful Call Scripts for Selling Insurance

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.

Agent Advice

How to Have Success with Insurance Leads

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.

Agent Advice

What to Expect from Auto Insurance Leads

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.

Agent Advice

Top 5 New Year's Resolutions for Insurance Agents

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.

Agent Advice

Selling Insurance When Times Are Tough

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.

Agent Advice

Insurance Distribution Channels and the Role of the Agent

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?

Agent Advice

10 Tips for Selling Insurance During Financially Challenging Times

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.

Agent Advice

12 Habits of Successful Insurance Agents

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!

Agent Advice

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

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 Success Stories

Agent Success

Success Story: William Frank of State Farm

"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.”

Agent Success

Success Story: Dave Williams on Internet Leads

“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.”

Agent Success

Success Story: Sean Blackshear on Life Insurance

"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.”

Agent Success

Success Story: Brandon Kaiser with Kaiser Insurance Group

“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."

Agent Success

Success Story: Yoav Anatian of Capital and Co.

"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.”

Agent Success

Success Story: Kristoffer Williamson of Essential Services Insurance

“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.”

Agent Success

Success Story: Tina Jackson with Farmers Insurance

“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% !”

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: Amerida Price of Allstate Insurance

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: Giovanna Lovelace

"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.”

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