12 Must-Have Tech Tools for Successful Independent Agents

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As an independent agent, you have a lot on your plate. There’s quotes, policy renewals, answering customer questions, administrative tasks and bookkeeping. You also need to make time for marketing and networking in order to keep growing your business, says Danielle Lachenauer at Minico Insurance Agency.

Technology is a huge asset to streamlining business operations, especially in the insurance industry, writes ...

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  • 10 Tips for Appealing to Online Insurance Comparison Shoppers

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    The internet is the go-to resource for many insurance comparison shoppers who are searching for good deals and looking to compare quotes. It’s a quick, easy and convenient way to learn about coverage and find an optimal policy.

    In fact, 74 percent of shoppers go through insurer websites or aggregators to perform research and get quotes, according to global market research company J.D. Power in a 2016 study. And this can present a problem for independent agents who still primaril ...

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  • Agents: How to Successfully Partner with Local Builders and Contractors

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    Community relationships are an essential part of an independent agent’s success. The stronger your local network, the better you’re able to generate quality leads and grow your customer base. For independent agents, relationships within the community translate into one essential component — referrals.

    And referrals are an agent’s best friend, says Kelsey Rosauer, marketing brand specialist at AgencyBloc. They tend to be high quality and e ...

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  • How Independent Agents Can Help Smart Home Owners Minimize Privacy and Security Risks

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    Not long ago, smart home devices seemed like the work of science fiction. Securing your home with connected monitoring products and having smart home devices that change the thermostat, monitor energy consumption and even order pizza would seem laughable.

    But it’s gradually becoming the norm. There were more than 45 million smart home devices installed in US homes as of late 2018, reports ...

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  • Local Partners: Bank Referrals and Independent Agents

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    Many factors contribute to an independent agent’s success. One of the most crucial is relationships — with both customers and business partners. Nearly 70 percent of insurers consider partnerships to be integral to the longevity and innovation of their company, according to a report by KPMG at the Institute for Mergers, Acquisitions and Alliances.

    One particular type of relationship that is beneficial for agents to develop and nurture is with customers’ local banks, because th ...

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  • 10 Twitter Do’s and Don’ts for Insurance Marketing Success

    Twitter has been and continues to be a leading social media platform for independent agents. Its simple, intuitive interface and real time feed still make it a favorite among users. Roughly half a million tweets are sent daily — about 5,787 per second, Paige Cooper at Hootsuite writes. So there’s plenty of potential for savvy agents who know how to use this platform properly.

    At the same time, though, it’s important to avoid some critical mistakes.

    Here ar ...

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