Learning Center
Setting Goals That Really Work
“Busy” does not equal “Productive” “In the absence of clearly defined goals, we become strangely loyal to performing daily acts of trivia.” […]
How to Brand Your Insurance Agency
Why does branding matter? Your potential and current customers can’t taste, smell, or touch your product because you offer a service. The way your agency […]
5 tips for Expert-Level Insurance Customer Retention
Why does customer retention matter? Everyone knows that the real magic of running an insurance agency is in the renewal commissions. But you only receive […]
Managing Employees: On-Site or Remote
Why does employee management matter? Every insurance agency has a plateau at which you can’t grow further without hiring an employee. You need someone’s help […]
Create or Improve Your Insurance Agency Website
Why does your agency website matter? Your website is the face of your insurance agency. For anyone who finds you online, it’s likely to be […]
Sprinklr: Social Media Made Simple
What can Sprinklr do for you? Social media can help you connect with prospects and customers, and help you grow your business. But it takes […]
Add Live Chat to Your Agency Website
Why Does Live Chat Matter? Adding live chat to your agency’s website will instantly make your website a power tool to help you attract and […]
Effective Documentation in Your Insurance Agency
Why Does Documentation Matter? There are so many reasons! The simplest is that more control you have over your agency’s information, the better your odds […]
E&O: What you Don’t Know can Hurt you
Why does this matter? You have E&O insurance to protect your agency in case you make a mistake while selling or servicing a policy. That […]
Your Agency Powered by Glovebox
Are you too busy servicing, to sell? This topic is all about being Easy to Work With! Once you start growing, you’ll find that your […]
How to get Insurance Leads From Google Reviews
Why do Google reviews matter? Like restaurants, contractors, and other businesses, clients look at reviews when choosing an insurance agent. And since 90% of all […]
Facebook: How to Make a Marketable Personal Profile
Secret Agents are awesome. If you’re what we call a “Secret Agent”, it is because your personal Facebook profile doesn’t make it easy for clients […]
Where to List your Agency Online
One important thing you should do when attempting to grow your online presences is listing your agency in as many online business directories as possible. […]
How to get Home Insurance Leads from Realtors and Lenders
This really works! Working well with realtors and lenders has always been one of the best sources of insurance leads for agents. Doing this well […]
Tips for Creating Social Media Posts for Insurance Agents
In order to be successful with social media marketing, you need to have well written and visually pleasing content that gives your brand an authentic […]
Social Media Creation Resources
Free Images: Pexels Pixabay Shutterstock Smithsonian Open Access Unsplash Image Editing Software: Adobe Photoshop– The Photoshop APP, FREE and on your phone! Canva– Canva App […]
Always Offer 12-month Auto Term
Many insurers offer both six- and twelve-month auto policy terms. Which should you choose? And why? This video tells you why we think you should […]
Do This Before Giving up on a Prospect
What do you do when a great prospect isn’t responding to you? Keep trying? (Might be a waste of time.) Give up? (You might miss […]
These Customers Love Telematics
We discovered that one type of customer loves telematics discounts on their car insurance. In this video, we reveal who they are, and what you […]
How to Make “no” Work for you
Even if you’re an independent insurance agent who sells lots of policies, you probably react to other salespeople with a reflexive “no.” ? In this […]