How to Get More Client Referrals Without Seeming Pushy
Many agents don’t love asking for referrals because that can feel weird. You don’t want to appear to be chasing business every time you talk to a client, right? But referrals are one of the easiest, warmest, and most effective ways to grow your book of business. People trust recommendations from friends and family more […]
How to Use CRM and Digital Tools to Streamline Your Sales Process
We still have insurance agents who use a notebook, a stack of business cards, and a phone that dings constantly with reminders set three weeks too late. For these agents and all the rest of you, the 21st century is calling you! Current technology empowers agents to be their “best agents” and increase sales with […]
Hosting Events and Webinars: Bringing Clients to You Instead of Always Chasing Them
If you’re in the insurance game, you know chasing leads is tiresome. You also know from our previous articles that referrals are gold, but constantly begging for intros from outside sources is a lot of work. So, flip the script and generate your own referrals by hosting your own events and webinars! Done right, these […]
Follow-Up Strategies That Actually Get Clients to Say Yes
Most follow-ups sound like desperate sales pitches. “Hey, just checking in to see if you’ve decided on the policy information I sent?” (Insert client ignoring your email here.) If you’re tired of chasing leads who never respond, it’s time to consider a strategy for following up in a way that feels natural, builds trust, and […]
Becoming the Trusted Insurance Agent Everyone Recommends
Why do some insurance agents seem to get all the referrals? You know, the ones that clients rave about with their inboxes full of “Hey, my friend needs insurance, can you help?” messages, and they never seem to struggle for new business. It’s not luck. It’s trust. The agents who build long-lasting relationships and consistently […]
The Growing Pandemic of Healthcare Provider Shortages
Of all the problems facing the American healthcare system today, the most alarming one continues to grow daily: the shortage of healthcare providers. All insurance agents need to read this article because there’s no sign of this going away anytime soon. The Bureau of Health Workforce Health Resources and Services Administration (HRSA) in the US […]
Prioritizing Mental Health Coverage: A Guide for Agility Insurance Services Health Insurance Agents
As health insurance agents, you play a crucial role in helping individuals and families access the care they need to support their mental well-being. According to the National Institute of Mental Health, one in five adults in the United States experiences a mental illness, which underscores the importance of comprehensive coverage options for care. Agility […]