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The Agency Guide to Onboarding New Clients

Are your insurance clients satisfied? Or are they delighted?
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How to Sell Medicare Insurance in 2021

Nearly 60 million Americans received Medicare benefits in 2018. With 10,000 baby boomers hitting retirement each day, insurance agents have a golden opportunity to sell Medicare insurance to an ever-increasing client base. 
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Successfully Marketing to Seniors (65 and Over)

The 65 and over population controls the bulk of disposable income in the United States. For insurance brokers and agencies, this means that using the right marketing-to-seniors strategy can have a tremendous impact on the bottom line.
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How to Boost Property & Casualty Insurance Conversions

Property & casualty insurance certainly has a built-in market. With over 100 million Americans in need of homeowner’s or renter’s insurance and more than 250 million cars and trucks on the road, P&C agencies have the potential to generate a robust book of business.
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Finding the Best Insurance Agency Software

Taking your agency to the next level requires investing in its growth and success. Identifying the needs of your organization and finding solutions that fit demands time, energy, and ultimately, investing in the best insurance agency software.
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Improving Your Health Plan’s Online Presence

Consumers are empowered with digital tools that have placed unprecedented purchasing power in their hands – literally. Laptops, tablets, and smartphones have revolutionized the accessibility of information and immediacy of the sales process.  These buying habits are reflected in the evolution of health insurance sales, but potential success in 2018 and beyond depends on the strength of your health plan’s online presence.
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How to Maximize Impact of Your Marketing Tactics

Marketing represents a critical component of your sales strategy, but investing those dollars in the wrong media can be a painful missed opportunity. Each marketing channel has its own best practices, and knowing those distinctions is essential to developing the right messaging and generating qualified leads. To avoid missing the mark with your marketing tactics, learn how each one fits in the bigger picture of your strategy. Apply these tips to make sure you are using each tactic for its optimal purpose.
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Using Visual Content to Market Your Insurance Agency

As competition gets tougher across insurance sales, employing effective marketing tactics is essential to reach your target audience and maximize your resources. With limited time and budget, your marketing efforts need to be strategic and efficient, serving your audience when and where they are looking for information.
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Best Practices for Distributing Leads to Your Field Force

Improving lead management is a growing conversation among health insurance organizations. When managing your lead funnel, distributing leads to agents is a demanding, time-consuming process, and the reliability and consistency of that process is critical to your team’s success. When you’re faced with ambitious sales goals and limited resources, manual lead distribution can become a painful bottleneck in your business cycle and will result in lost sales opportunities.
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Stop Burying Yourself in Lead Management Tasks

One of the trending topics among insurance agencies is how to improve lead management. As businesses look for new ways to boost efficiency, one critical area is resolving the time agencies spend on manual lead distribution. Rather than staying bogged down in lead management tasks, consider the hours you could recapture in your week by using automated lead distribution.
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