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Insurance Agent Resources

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

Agent Advice

The 4 Best CRMs for Insurance Agents

An insurance agent's tasks require organization, which is why most growing agencies use a customer relationship management system (CRM). Let us show you the best.

Agent Advice

20 of the Best Auto Insurance Carriers for Independent Agents

Learn about the top 20 auto insurers and insurance companies that work with independent agents.

Agent Advice

Best Auto-dialers For Insurance Agents

An automatic telephone dialing system (ATDS) is a device that can save or produce random or sequentially generated phone numbers and dial them.

Agent Advice

How People Buy Health Insurance and How to Sell More Policies

Organic leads, generated from informative articles on our website, can help you on your search to meet new people.

Agent Advice

Insurance Agent Sales: Humanizing Digital Marketing

Begin to leverage all the things people commonly like in an insurance agent. Technology doesn't have to be a hurdle

Agent Advice

How To Be a Successful Insurance Agent

There is one thing all successful insurance agents have in common: they are fully engaged with the customers they meet.

Agent Advice

How to Become an Insurance Agent

The hardest part of becoming an insurance agent is motivating yourself to go for it. It only takes a few weeks to acquire a license.

Agent Advice

Best Practices for Ensuring Insurance Renewals

Maintaining relationships will keep you busy during the life cycle of a customer-agent relationship. Here are some other tips to ensure insurance renewals.

Agent Advice

Insurance Leads: Shared Leads vs Exclusive Leads

When you buy leads, you have a choice in your investment, and the price is usually reflective of the quality of the leads you buy rather than volume.

Agent Advice

Selling Insurance Before and After a Storm

You cannot sell insurance right before, during and after a storm, but have you analyzed your selling opportunities within these cracks of time?

Agent Success Stories

Agent Success

Success Story: Lindsay Bolton of Farmers Insurance

At a time when no one she knew was buying leads, Bolton joined forces with SmartFinancial whose insurance leads have been a big part of her success. See why.

Agent Success

Success Story: Tony Hills on Selling Life Insurance

“We’ve sold about 20 policies so far," shares Hill. "That’s a 3% acquisition rate with $99.20 cost per acquisition. I am happy with that.”

Agent Success

Success Story: Allen Sturtevant of Allstate

Allen Sturtevant cites the persistence of his team as the number one reason for his success with live-transfers. Hear what tips he has for other insurance agents.

Agent Success

Success Story: Joseph Cesario of Cesario Insurance Agency

Cesario has been buying insurance calls and leads and knows how important a role they play in growing a business. Follow his tips for success!

Agent Success

Success Story: Jacob Tahiliani on Life Insurance Leads

Tahiliani knows the value of buying quality insurance leads from trying to generate his own leads when he worked in real estate. Hear his tricks.

Agent Success

Success Story: Victor Gomez of Allstate

Gomez closes 18% of the insurance live transfer calls he buys from SmartFinancial. Let him show you how you can too!

Agent Success

Success Story: Elizabeth Schirz of Farmers Insurance

Schirz attributes much of her success with insurance leads to her SmartFinancial Account Manager, who offers tips on how to get the leads to convert and how to make the most profit using leads.

Agent Success

Success Story: John Blanchard of Family First Insurance

“I like SmartFinancial's quality and it’s worth the higher price because we’re closing anywhere from three and five leads per sale. With other vendors, it’s more like 30 or 40 leads per sale."

Agent Success

Success Story: Mario Neto of State Farm

“The service level at SmartFinancial is #1 for me out of all the vendors I work with."

Agent Success

Agent Success: Alex Ditcharo of State Farm

Ditcharo buys internet leads and calls from SmartFinancial, as many as six or seven Internet leads a day.

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