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Cross Selling Life Insurance in Your P&C Agency Part 3: Questions your CSRs should be asking to generate life insurance leads

October 8, 2015 By Drew Gurley

Cross Selling Life Insurance in Your P&C Agency Part 3

Most P&C agency owners know they should be cross selling life insurance but aren’t sure where to start. Along with a consistent marketing plan, training your CSRs is the next big step to effectively round out your accounts.

Category: Property and Casualty, Sales

Cross Selling Life Insurance in Your P&C Agency Part 2: Start Your Marketing Plan [Free e-book and sample direct mail letters]

October 1, 2015 By Drew Gurley

Cross Selling Life Insurance Part 2

In sales-driven businesses like insurance, marketing is often mistaken for sales. And, vice versa. Sales don’t happen without leads and leads don’t happen without some type of marketing.

Category: Property and Casualty, Sales

Cross Selling Life Insurance: Secret Sauce for P&C Agents [VIDEO]

September 24, 2015 By Drew Gurley

Cross Selling Life Insurance

Many P&C agents dismiss life insurance as a distraction. The sales cycle can be longer than P&C and, despite what you might read elsewhere, selling life insurance is not as easy as falling off a log.

Category: Property and Casualty, Sales

Insurance Agent Salary Estimator: How to Make 6 Figures

September 3, 2015 By Drew Gurley

Insurance Agent Salary Estimator: How to Make 6 Figures

The Insurance Agent Salary Estimator is a great tool to forecast your sales for the upcoming year and see how new marketing efforts increase your income.

Category: Resources

Clients can’t fall in love with you over the phone: conduct life insurance policy reviews!

August 20, 2015 By Drew Gurley

Conduct life insurance policy reviews!

Building relationships with your clients is the lowest cost and fastest way to generate leads and cross selling opportunities. We use policy reviews as one of the ways we regularly stay in touch with clients and generate new ideas for them.

Category: Insurance Producer Training, Sales

How to Write a Life Insurance Cover Letter Like a Million Dollar Producer

August 13, 2015 By Drew Gurley

Using an Underwriting Cover Letter

The purpose of the letter is simple: provide case-specific details that help get your client the most competitive offer from the insurance company and likely expedite the approval process.

Category: Insurance Producer Training, Insurance Scenarios

Top 5 Insurance Articles For the Week of July 27th, 2015

July 30, 2015 By Drew Gurley

Top 5 Insurance Articles For the Week of July 27th, 2015

Take a look at Drew’s picks for the top insurance articles that every agent should be reading for the week of July 27th, 2015.

Category: Insurance Articles

Understanding when to use Annuities: 3 Fixed Annuity Scenarios

June 26, 2015 By Drew Gurley

Understanding when to use Annuities: 3 Fixed Annuity Scenarios

Fixed Annuity Scenarios: There is nothing scary about annuities. Take the time to educate yourself in order to have a relevant discussion with your clients.

Category: Insurance Producer Training, Insurance Scenarios

Advisor’s Quick Guide to Starting Social Security Seminars

June 19, 2015 By Drew Gurley

Comprehensive Guide to Social Security Seminars

Social Security Seminars – There is a lot of buzz about this approach to lead generation and we are big fans. But, not everyone has what it takes to pull it off.

Category: Insurance Producer Training

How to Get Better at Life Insurance Prospecting [VIDEO]

June 4, 2015 By Drew Gurley

Life insurance prospecting video

Whether you are trying to generate life insurance leads or commercial insurance leads, this strategy works.

Category: Insurance Producer Training, Videos

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