Artificial intelligence (AI) is transforming how insurance agencies are found, trusted and chosen by consumers. But here’s the truth most agency owners need to hear first: You don’t have to go all in to win with AI. You don’t need expensive software, machine learning teams or custom integrations. The real starting point is much simpler…
For the past 12 years, I’ve had the privilege of working with more than 1,000 insurance agents and several national carriers—across big markets, small markets, and everything in between. In that time, I’ve heard just about everything: success stories, frustrations and plenty of excuses. One month, an agent tells me, “Direct mail doesn’t work in…
The holiday season is the perfect time to show your customers just how much you appreciate their trust and loyalty. As an independent insurance agent, your relationships with your customers are the foundation of your business, and a little gratitude can go a long way in strengthening those connections. Here are four ways you can…
Did you know Small Business Saturday isn’t just for retail shops and restaurants? As a local, small business, this day is also the perfect chance to highlight your agency’s role in the community, connect with other local businesses and remind your customers why choosing local matters. Independent agents like you don’t just serve your community,…
Over the years, we’ve worked with and interviewed some of the most successful agents in the country, and we’ve heard them repeat a similar sentiment when it comes to agency growth. They all say something like: “If my producers or I can simply start a conversation with anyone for any reason, we have the expertise…
An analysis of customer retention metrics across thousands of insurance agencies, both independent and captive, covering more than 30 years of policy data, sheds light on what clients value most from their insurance agents. The analysis included 3.8 million pieces of client feedback, accounting for approximately 1.5% of the U.S. adult population, and examined more…
Want to grow your agency’s online presence? A strong social media presence is the key to unlocking new opportunities and connecting with a wider audience. While social media can feel overwhelming, with the right approach, it can be a powerful tool for growth. It’s a powerful tool for building brand awareness and establishing yourself as…
Marketing is changing every day, and for independent agents like yourself, keeping up isn’t just helpful, it’s essential. Your prospects and customers are spending more time online, and their expectations are higher than ever. With so many options available, standing out in a crowded marketplace can feel like an uphill battle. But here’s the good…
Marketing your agency effectively can be expensive, but it doesn’t have to be. Did you know your Big “I” membership comes with a powerful benefit that makes marketing your agency more affordable? The Trusted Choice Marketing Reimbursement Program (MRP) helps Big “I” members like you offset some of the costs that come with key marketing…
As an independent agent, your website is often the first place potential clients go to learn about your services. But how do you make sure your site appears in the sea of search results on Google or any other search engine? That’s where title tags and meta descriptions come in. Think of a title tag…
