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…
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…
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…
Independent insurance agents across the country are known for their deep-rooted connections in the communities they serve. From sponsoring youth sports leagues to volunteering at local food banks, independent agents make a positive impact that often goes unnoticed outside their immediate circle. Showcasing your agency’s community involvement differentiates your agency, attracts new clients and inspires…
Diversity, equity and inclusion (DE&I) are increasingly mentioned in discussions, news, conferences and professional development. However, it’s important to move beyond just talk and integrate them into your business strategy. That’s where the challenge comes in, as many people think that DE&I is too abstract to really understand—purely academic, or a political stance or affiliation.…
Referrals help your insurance agency grow and if many of your customers are happy with your agency, you may be wondering why they aren’t referring more people. Contrary to popular belief, people don’t recommend their insurance agent because of these reasons: Most people don’t know which of their friends are currently shopping for insurance, so…
Independent insurance agents face unique challenges in today’s rapidly evolving marketplace. The need to stand out, manage resources efficiently and deliver personalized service to clients is more crucial than ever. Leveraging automation tools in your agency can help you survive and thrive, even in tough times like a hard market. Here are five ways to…
Independent insurance agencies achieve long-term success when they combine high account retention with sustainable organic growth. Achieving organic growth requires a consistent pipeline of new prospects who will become new customers. To populate that pipeline, you must generate referrals. In fact, referrals are foundational to your agency’s customer acquisition strategy. Here are five questions to…
One of the most time-consuming parts of your marketing strategy is probably creating content. You need content for your web pages, social media, advertisements, email marketing, and maybe even a blog. If you don’t have a dedicated writing or marketing person on your team, you may not have the right talent or the time needed…
