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Insurance Agent Resources

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

Agent Advice

Humanizing Insurance Sales When Digital Marketing

You just have to learn how to let your personality shine through as you promote your insurance products. We’re here to help you bridge the digital divide!

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 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 Success Stories

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.

Agent Success

Success Story: Peter Labella of Sicuro Health

Using SmartFinancial leads and live calls, Sicuro Health has expanded into 45 states.

Agent Success

Success Story: Miles Risha of Farmers Insurance

What Risha loves about SmartFinancial’s live calls is that you can get quotes out right away. “Nearly every single person we talk to we quote."

Agent Success

Success Story: Chris Smith of Farmers Insurance

“I probably made $22,000 to $25,000 in premiums from SmartFinancial leads, and we are still tweaking the filters to get an even better result.”

Agent Success

Success Story: Tony Stoll on Making It as an Independent Agent

"Use SmartFinancial because they have good quality leads. I sold one for $19,000. With the broker fee, I made close to 3K. I only paid $65 for the lead."

Agent Success

Success Story: Chuck Harrod of Farmers Insurance

"SmartFinancial has given us a lot of new clients. We’re taking more calls than normal and we’ll keep taking as many as we can handle in a day.”

Agent Success

Success Story: Yvette Melendrez of Farmers Insurance

"SmartFinancial’s live transfers are great: the leads are ready to go so we just jump on the phone and try to help them!”

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.

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