7 Marketing Tips for Insurance Agents During the Pandemic

20 Jan

Agencies have made major adjustments to how they’re conducting their day-to-day operations due to COVID-19. Consumer behavior has shifted, and the way agencies respond is key to their future success. The insurance industry is well-positioned to cope with the effects of the pandemic. Insurance companies and agencies are ready to be there for their customers when protection is needed most. These seven digital and virtual tools can help agents succeed in this environment. More>>

Ten LinkedIn Conversation Starters for Financial Advisors

6 Jan

The following are 10 conversation starters for financial advisors interested in striking up real conversations with prospects. Are there other ways to strike up conversations on LinkedIn? Of course! But hopefully these starters get your creative juices flowing. Your objective is to ask a question to create banter back and forth and save the selling for later. More>>

Top 5 New Year’s Resolutions for Insurance Agents

30 Dec

Thank goodness that come January, the year 2020 will be a thing of the past! There’s also a COVID-19 vaccine that is in the midst of being distributed, and everyone is hopeful to go back to normal within the next year and for businesses to open back up. If you’re an agent who excels at face-to-face sales, this news is epic because you can start working your magic in person again. If you’ve been successful working around social distancing, there are still a few resolutions you may consider making to ensure the best year possible and the most profitable one too. We have some great New Year’s resolutions that will surely give your agency a boost. Let’s take a look. More>>

10 Tips to Improve Your Nonverbal Communication in Virtual Meetings

23 Dec

In our digital-friendly age, it can feel hard to imagine that virtual meetings require such formalities, especially when they can feel as natural as speaking to someone in the same room. But it’s important to treat virtual meetings with the same professionalism you would any in-person presentation. And because they are viewed on screen, your nonverbal communication is just as important as the message you prepare. More>>

4 Holiday Selling Strategies to Keep Insurance Agents Successful

9 Dec

As the holiday spirit thrives, finding the motivation to sell can sometimes be a struggle. While the season is jolly, it can also dampen an insurance agent’s production and overall motivation. Don’t let this holiday season pass you by. The end of the fourth quarter is an excellent time to drive conversions with the right approach. Leveraging impactful selling strategies, the holiday season can truly be the most wonderful time of the year.  More>>

15 Phrases That Win Clients and Prospects

2 Dec

We want to win prospects over. Let them know we understand their concerns. Position ourselves on the same side of the table. It’s good to have handy expressions to make a point or prompt more questions, getting a conversation going. Here are a few that might help. More>>

Advisors Still Matter to Life Insurance Customers

18 Nov

In the face of the dramatic shifts caused by the pandemic, the study reveals that, “for most Americans, a conversation with a financial professional is still central to the life insurance purchase process.” In addition, companies that accelerate their digitally enabled processes (such as e-signatures and video conferencing) are likely to boost customer satisfaction. More>>

Social Media Vital to Financial Advisors’ Work During COVID-19 Pandemic, According to Putnam Investments Social Advisor Research

28 Oct

Are you socially linked in?  85% of advisors report using LinkedIn most for business (compared to other social media platforms), says the Putnam Investments Social Advisor 2020 Study, with 74% relying on direct messaging through social platforms and 94% of those gaining new assets from these activities.  If you’re not connected and leveraging social tools, now is the time to begin. More>>