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.
Cross Selling Life Insurance in Your P&C Agency Part 2: Start Your Marketing Plan [Free e-book and sample direct mail letters]
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.
Cross Selling Life Insurance: Secret Sauce for P&C Agents [VIDEO]
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.
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.
Clients can’t fall in love with you over the phone: 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.
How to Write a Life Insurance Cover Letter Like a Million Dollar Producer
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.
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.
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.
Advisor’s Quick Guide to Starting 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.
How to Get Better at Life Insurance Prospecting [VIDEO]
Whether you are trying to generate life insurance leads or commercial insurance leads, this strategy works.
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