Are your insurance customers “satisfied”? A satisfied customer is not necessarily a delighted or a loyal customer. According to the Independent Insurance Agents of Dallas, expect fifty percent of your satisfied customers to find a new agent within three years.

Generating, distributing, and managing leads successfully can make or break an organization’s ability to succeed and grow. Even though most brokers would agree with this only 27% of leads ever get contacted. Why are so many leads neglected?

With almost 60 million people eligible for Medicare in the United States, there is no denying the tremendous sales and revenue potential in health insurance for seniors. As 10,000 Baby Boomers age into Medicare each day, the opportunities…

The buying power of the senior population is widely underestimated. With seventy percent of the disposable income in the United States, consumers over the age of 65 have more influence than ever before. Seniors can have a dramatic impact…

With over 58 million people receiving Medicare benefits in 2018, and nearly 10,000 Baby Boomers aging into Medicare each day, the potential to increase Medicare sales in 2019 will be unprecedented, but agencies will need to adjust to some changes in the market.

Property & casualty insurance certainly has a built-in market. With over 100 million Americans in need of homeowner’s or renter’s insurance and more than 250 million cars and trucks on the road, P&C agencies have the potential to generate a robust book of business.

Taking your agency to the next level requires investing in its growth and success. Identifying the needs of your organization and finding solutions that fit demands time, energy, and ultimately, investing in the best insurance agency software.

Consumers are empowered with digital tools that have placed unprecedented purchasing power in their hands – literally. Laptops, tablets, and smartphones have revolutionized the accessibility of information and immediacy of the sales process.

With over 58 million people receiving Medicare benefits in 2017, and nearly 10,000 Baby Boomers aging into Medicare each day, the potential to increase Medicare sales in 2018 is unprecedented.1 Agencies may need to adjust their priorities…

Marketing represents a critical component of your sales strategy, but investing those dollars in the wrong media can be a painful missed opportunity. Each marketing channel has its own best practices, and knowing those distinctions is essential…

As competition gets tougher across insurance sales, employing effective marketing tactics is essential to reach your target audience and maximize your resources. With limited time and budget, your marketing efforts need to be strategic and efficient,

Improving lead management is a growing conversation among health insurance organizations. When managing your lead funnel, distributing leads to agents is a demanding, time-consuming process, and the reliability and consistency of that process…