Succeed in Insurance Sales: 4 Proven Strategies
Insurance sales can be a lucrative career. However, there’s a stark difference between bottom-tier earners and top-tier earners in the industry. To succeed in insurance sales, you need more than a license and a sense of ambition. You also need the right strategies. The Characteristics of a Successful Insurance Agent The Pareto principle states that […]
How to Set & Achieve Your Insurance Sales Goals
A new year is an opportunity to set and achieve your insurance sales goals. The following six steps will help you make this year your most successful yet. 1. Conduct an Honest Self-Assessment. Before you can decide where you want to go next, you need to figure out where you are now. Conduct an honest […]
Marketing Disability Products to Accounting Firms
Accounting firms are a great niche for disability products. According to the U.S. Bureau of Labor Statistics, there are more than 1.5 million accountants and auditors in the U.S. Earning a median annual wage of $78,000, these accountants have an income worth protecting. Many accountants work in small firms that could also benefit from disability […]
Should You Chat with Clients? Pros, Cons, Etiquette, and Compliance
You chat with your friends, family, and colleagues – why shouldn’t you text your clients? Chat and messaging apps are a convenient way to stay in contact with people. Some of your clients may even prefer this channel over more traditional options like email and phone. Before you decide whether you should chat with clients, […]
Do You Have a Duty to Sell Disability Insurance?
If you know anything about disability insurance, you know there are a lot of good reasons to sell it. Disability insurance provides a great revenue stream with fanatic renewal compensation. It also offers good value because it protects a person’s income, which is often more valuable than the policyholder’s house, car and other physical assets […]
Why Should You Sell Disability Insurance?
You’ve carved out a career already, so why should you add disability insurance to your line up? For a lot of reasons. As a financial advisor and insurance broker, you know that income can dry up, so it’s always smart to have a backup plan. Disability insurance can be your client’s backup plan while bolstering […]
How Systemization Can Skyrocket Insurance Agency Growth
Each prospect is unique… but that doesn’t mean you have to reinvent your sales process for each individual. If you’re writing emails and preparing presentations from scratch every time, you could be undermining your own success. A systemized approach can fuel your business growth but cutting down on the work required. Why a Fully Customized […]
Insurance Sales Strategies: 3 Questions That Close Sales
Sometimes, it’s not about what you tell a prospect – it’s about what you ask. Sales strategies that involve asking questions can be highly effective at boosting your close rate. Asking Questions to Improve Your Sales Rates No matter how good you are, you won’t close every potential sale. According to HubSpot, the average close […]
Disability Insurance Quotes – The Good, The Bad, and The Ugly
Before your prospects decide to purchase disability insurance, they’ll want to see some quotes. Some agents sabotage themselves at this point. The following three examples show the right way, wrong way, and downright disastrous way to go about providing disability insurance quotes. Three Approaches to DI Quotes To illustrate how disability insurance quote strategies can […]
Inspire Action by Sharing the Top Two Disabling Conditions
Want to educate your clients about the need for disability insurance? Start by making the risk real. The goal is not to use scare tactics, but rather to inform and educate them about trends and conditions that may become an issue during their working years. A good approach is to provide information about the top […]