Blog Posts

The Agency Guide to Onboarding New Clients

The Agency Guide to Onboarding New Clients

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.


Apr 3, 2019

Will Lead Distribution Software Help You Increase Sales?

Will Lead Distribution Software Help You Increase Sales?

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?


Mar 25, 2019

Customer Service: Properly Communicating with 65+ Community

Customer Service: Properly Communicating with 65+ Community

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…


Mar 15, 2019

Successfully Marketing to Seniors  (65 and Over)

Successfully Marketing to Seniors (65 and Over)

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…


Mar 8, 2019

How Changes to Medicare in 2019 Can Increase Sales

How Changes to Medicare in 2019 Can Increase Sales

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.


May 21, 2018

How to Boost Property & Casualty Insurance Conversions

How to Boost Property & Casualty Insurance Conversions

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.


Apr 24, 2018

Finding the Best Insurance Agency Software

Finding the Best Insurance Agency Software

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.


Mar 22, 2018

Improving Your Health Plan’s Online Presence

Improving Your Health Plan’s Online Presence

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.


Jan 22, 2018

How to Increase Medicare Sales

How to Increase Medicare Sales

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…


Dec 18, 2017

How to Maximize Impact of Your Marketing Tactics

How to Maximize Impact of Your Marketing Tactics

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…


Sep 12, 2017

Using Visual Content to Market Your Insurance Agency

Using Visual Content to Market Your Insurance Agency

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,


Sep 8, 2017

Best Practices for Distributing Leads to Your Field Force

Best Practices for Distributing Leads to Your Field Force

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…


Aug 17, 2017

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