Insurance Agent Resources

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

Agent Advice

Insurance Sales: Integrating Home and Work for Success

Look at how you can be a successful insurance sales person with fresh eyes. See what it means to integrate work with life in a way that works only for you.

Agent Advice

Cross-selling: Making the Most of an Insurance Lead

One lead can mean multiple policies if you just ask the right questions and truly get to know your client.

Agent Advice

Generating Health Insurance Leads During Coronavirus

Shoppers are researching what their health insurance options are now so it’s an especially important time for you to consider how to generate health insurance leads.

Agent Advice

Building Rapport from Afar with Auto Insurance Leads

Let’s get you set up to work your magic digitally! We have some tips here on how to make your Zoom or Facetime meetings work like a charm.

Agent Advice

5 Ways to Boost Auto Insurance Sales

While unemployment is high, people are busy trying to find ways to save as much money as they can. What can you offer at a time when drivers want lower insurance rates and complete coverage all in one package?

Agent Advice

Reopening: 4 Things to Do to Boost Insurance Sales

The bad news is that the state of the pandemic may not change for many months to come, but the good news is that there are a few things you can do to boost sales, especially if they’ve been slower than usual.

Agent Advice

20 Questions to Ask Auto Insurance Leads to Sell Policies

These questions should feel like gentle invitations to open up, to get to know one another better to form a relationship that will hopefully last through many policies.

Agent Advice

25 Most Common Questions About Buying Insurance Leads

As always, asking the right questions is important before you make an investment in your business. We’ve done the work for you by answering the most common questions about insurance leads.

Agent Advice

Auto Insurance Leads Basics for Insurance Agents

The new normal restricts your ability to get out and meet auto insurance shoppers. But you can still help them find the right coverage. The only difference is that you’ll do it virtually.

Agent Advice

The New Normal: Preparing Your Insurance Agency's Reopening

Once restrictions are lifted, there may be very little instruction from the government as to how to get back to “normal,” if there will ever be such a thing. We’re here to help.

Agent Success Stories

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