Reheating Leads: How to Turn Cold Leads into Hot Ones

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Converting the maximum amount of leads into customers is absolutely crucial for independent agents. The HubSpot team even reports that this is the number one priority for 69 percent of companies over the next 12 months. Of course this is often something that’s easier said than done. The Ascend2 team explains that nearly half (49 percent) of busi ...

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  • Successful Facebook Marketing for Independent Insurance Agents

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    The vast majority of small businesses are now on Facebook. A 2017 study by eMarketer places this number at 80 percent — nearly 30 percent higher than the next social network of choice, Twitter. And it’s easy to see why: There were over 2.23 billion Facebook users in the second quarter of 2018, the team at Statista writes. So the sheer size makes it an appealing resource for small, local businesses, including ...

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  • How to Maintain Positive Customer Relationships After the Sale

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    There are many reasons why people choose independent agents over larger providers. But one of the biggest is the one-on-one attention they receive. As the Western National Insurance team puts it: “An independent insurance agent is a real person—not just a computer or a generic company contact—who knows the customer, who takes time to learn about their insurance situation, and who is readily available to help out.” With agency success largely contingent on long-term customer relationships, ...

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  • The Role of the Independent Agent Throughout the Customer Life Cycle

    Insurance customers have natural life cycles. For instance, someone who gets car insurance at 16 might need rental insurance at 20, then perhaps homeowner’s insurance in their late 20s, after which they’ll start thinking about life insurance. The best insurance agents find ways to match insurance products to the insured’s changing needs over time. This is key to customer satisfaction and for keeping long-term customers. As the customer experience experts at Ameyo explain, “Satisfied customers can become your strength. Not only will they be loyal to you and ...

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  • How an Independent Insurance Agent Knows When to Grow


    As an independent insurance agent, being small and personable is your strength. And what a strength it is. A 2017 survey by the Independent Insurance Agents and Brokers of America found that the majority of P&C premiums (35.5 percent of personal and 83 percent of commercial) were secured by independent agents. In fact, many experts preach that you should always use an independent agent over a captive agent. As Syncfusion’s Robert Lynch ...

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  • 6 Crucial Time Management Tips for New Independent Insurance Agents

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    The life of an independent insurance agent can be hectic, especially when you’re just getting started out. As the the College Grad team points out, in addition to spending time with clients during normal business hours, many agents spend their evenings doing paperwork and preparing presentations. It can an all-encompassing profession. And as you probably know, there’s a big difference between being busy and being legitimately productive. To build and sustain momentum, you must take an organized and methodical approach to completing tasks. Here’s how you can prioritize your time, dedicate it ...

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