Blog and Other Resources

Plain Language: Insurance Agent’s Secret Weapon

  What Is Plain Language Plain language conveys information so the intended audience can read, understand, and act upon it. It means using the most straightforward language that accurately conveys the meaning, not simply “dumbing down.” Why Use Plain Language in...

Qualities Of A Great Insurance Agent

  Becoming an insurance agent can be a very rewarding experience. As an agent, you deal with people and/or businesses every day, helping these entities understand their exposure to certain types of risks or life accidents. These events, if not protected by the...

Sales Tips For Insurance Agents

  Have you ever sold something? Lemonade when you were a kid? An old comic book collection over the internet? Even credit card insurance over the phone? While that’s great, none of these selling techniques are going to work when it comes time to selling...

When Should Your Clients Review Their Insurance Policies?

  Reviewing insurance is like servicing your car — it’s something you should do on a regular basis to check in with your clients, evaluate cost-saving options, and provide good customer service. The problem is, most people don’t review their insurance policies at...

How To Sell Value-Based Insurance

  Selling value-based insurance design (V-BID) can prove lucrative. Launched in 2017, the estimated number of Medicare enrollees covered by participating Value-Based Insurance Design Model MA plans will increase by more than 24% in 2023 compared to 2022. Getting...

DO YOU HAVE WHAT IT TAKES TO BE AN INSURANCE AGENT?

So, you want to be an insurance agent? Do you have what it takes? Are you up for the challenge? With the right training, it’s possible. You need to match the right financial products with the right customers, become a good negotiator and go-getter and know the...

CERTIFICATES OF INSURANCE- A MUST FOR ALL OF US

  Are you doing any remodeling, repair, or service work at your home? Has your real estate agent suggested some work be done to better market your home? Have they suggested some contractors to provide these services? If you’re buying or selling a home, have you...

How the Digital World Has Changed the Insurance World

Digital transformation is pushing businesses to stay relevant among their peers like never before. But few sectors have been more highly impacted than insurance. Platform advancements, rising insurtech competition, and evolving customer needs have hastened this shift....

Tips on How Insurance Agents Can Finish the Year Strong

Tips on How Insurance Agents Can Finish the Year Strong

With less than two months left in the year, it’s time to finish strong by investing a little time in your insurance agents and their goals. You can improve your business, and year, by setting goals and reconnecting with your clients and community. Goal Setting One...