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The Personal Touch

Although we are all drawn into technology with texting, Facebook, Twitter, and emails; remember that a personal note to a current or potential client may be worth its weight in gold. Take a few moments to write a personal note to a current client and thank them for their business. Send a thank you to […]

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What Bad Habits are You Hiding?

Salesmen do not always have the best reputations. What actions are you doing that may tarnish you reputation? Kelley Robertson expands upon the habits in her article, 7 Sales Habits that Give Salesmen a Bad Name Try to kick the following habits: Pitching too soon – First effectively position your product. Opening your pitch by […]

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5 Prospecting Methods that Really Work

LifeHealthPro is great resource for agents who work in the insurance market. Author Nichole Morford reminds of methods that still create responses that may turn into additional business for you. 1. Referrals A steady stream of qualified referrals is the lifeblood of any agency. Eighty-two percent of survey respondents cited referrals as the most effective way to […]

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How Many MedSupp Products Do You Need?

There are many times in conversations with agents about Medicare Supplement plans that, when asking what products the agent offers, I’ve received this type of response: I write all of my clients with ABC Medicare Supplement.  I don’t need anything else. While there may be one dominant product in a given area, it is not […]

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Going the Extra Mile . . .

GET TO KNOW YOUR CLIENT When meeting with your client, it is important to be personable. Open up the gates of conversation by asking them about their life, achievements, and interests. While conversing, keep in mind that body language often speaks louder than words. Let’s say you are with your client, and she is explaining […]

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To Life!

Our Life Division sold record breaking numbers of Final Expense insurance last year. Jeff Bickmore and Erin Mundie toast the accomplishment! Remember to think about cross selling Final Expense to your current clients. It is easy to add additional contracting with additional carriers through our online contracting tool. Need more information? Our Life Division is always […]

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