Category: For Agents

  • When it comes to leads, there’s a whole lot of conversation on Reddit and other online Insurance Forums about what sources of leads are working for people. Is it referrals? Is it online leads? Live call transfers? Really, I think depending on your line of business, your current situation as an agent, and whether you’re…

  • Captive or Independent? Which Works Best?

    I’m still very much a greenhorn in insurance sales, so take my advice with a grain of salt. I spend a lot of time on Reddit and other online platforms, checking out what other agents are doing—whether they’re buying certain types of leads or sharing tips on how to get ahead. A conversation that comes…

  • Opinion: “Sales Strategies,” Hurt Businesses.

    I don’t know who needs to hear this, but pushy sales tactics and “selling the dream” over the phone are exactly why so many agents and agencies fail. Whether you’re cold calling or working warm leads, you’re doing your clients a disservice by trying to force your product with your preferred coverages down their throat.…