Insurance Agent Resources

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

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 Talk: 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 Advice

Buying an Insurance Book of Business 101

If you’re looking to buy an agency, you’ve come to the right place. You’re probably asking yourself, Should I buy an insurance book of business?

Agent Advice

20 Golden Sales Tips for Insurance Agents

When you really establish rapport with a client, it’s not awkward to be upfront and ask for more business. “Hey, I’d really appreciate some referrals too. Would be happy to help your friends and family out.” When you mean it, it works.

Agent Advice

Successful Call Scripts for Selling Insurance

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. 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 Success Stories

Agent Success

Success Story: Jason Walker of Farmers Insurance

"25 questions qualifies a lead; it's legit. SmartFinancial gives me a fighting chance, and that’s all I need. It’s a good return on my investment.”

Agent Success

Success Story: James Powell of Farmers Insurance

“SmartFinancial has done exactly what I wanted,” Powell raves. “They’ve put people in front of me, and I close the deals.”

Agent Success

Success Story: Reanna Pereyra of Farmers Insurance

“I like to use SmartFinancial over other lead sources because they share leads with fewer agents,” Pereyra explains.

Agent Success

Success Story: Jasmine Arteaga of Farmers Insurance

“I like that the customers are transferred to me by SmartFinancial,” Jasmine says. “It’s easier to make them feel comfortable with the quoting process."

Agent Success

Success Story: Edward Seidl of Farm Bureau Insurance

“SmartFinancial has better quality leads than my other vendors,” Seidl says. "My goal is to add value for my clients so they will stay with me.”

Agent Success

Davon Nelloms Allstate Insurance

“SmartFinancial leads seemed like they were better than the others but I was still like, How do I close them? I learned that you just have to dial, dial, dial. You’ve got to keep following up with the lead and talk past their rebuttals."

Agent Success

Success Story: Jarret Bolfer of Farmers Insurance

"Never throw out a lead. You need to have multiple touches before you dismiss the lead, which means you pipeline it. Continue to work that lead down the line. Data is extremely valuable. Don’t ever let that data go. You paid a lot of money. Don’t waste it."

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.”

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