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Clones, clients and crises

Insider, Value Selling, Sales, Marketing

By Bri Burkhart, Marketing on March 9, 2018

In the event of a high-stress situation, the relationship between you and your client could become fragile and emotional, and it’s critically important to continue to deliver service that...

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2 mind-blowing paid insurance claims

Sales, Marketing, Claims

By Amber DeFabio, Marketing on March 2, 2018

When rare insurance tales come across your desk, keeping the rarities your clients highlight in mind can actually help you to better cover all of their needs.

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An email a day keeps the client away

Insider, Value Selling, Sales, Marketing

By Bri Burkhart, Marketing on February 23, 2018

Unfortunately, when it comes to email frequency, there is no magic number. The best you can do is know your client, experiment and find a happy medium.

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Get more value from your time with this quick productivity hack

Value Selling, Sales

Before sending your next follow-up email, recap a few top-level meeting details and discuss why it was productive while thanking the recipient for their time.

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The importance of downtime

Value Selling, Sales

By Lindsey Elias, Marketing on February 9, 2018

Consciously scheduling downtime moments into your day-to-day routine has a plethora of benefits, and is proven to help your brain operate at its optimum.

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Set yourself apart in 1 simple step

Insider, Value Selling, Sales, Marketing

By Amber DeFabio, Marketing on February 2, 2018

You may think you need clients, but what you really need are loyalists. Loyalists are customers who are die-hard fans of your company and only your company.

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Cold calling: The best and the worst

Value Selling, Sales

By Lindsey Elias, Marketing on January 26, 2018

A quick analysis of the best and worst cold-calling practices will keep you on your A game and keep new clients interested in partnering with you.

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The #1 way to sell Professional Liability Coverage to niche markets

Value Selling, Sales

As an insurance agent, selling professional liability coverage will require that you are able to drive home the importance of protection in the client’s mind.

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1 important New Year's resolution that will take you far

Marketing

By Amber DeFabio, Marketing on January 12, 2018

As we start a new year, it’s a great time to work on practicing regular optimism. Optimistic attitudes are highly contagious.

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83% of us react before we do this key skill

Insider, Value Selling, Sales, Marketing

If we are formulating our next thought during that time instead of actively listening to our clients, there’s a lot of information that can be missed.

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