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Posts Tagged ‘Insurance Agents’

Insurance Marketing Strategy

April 15, 2010 at 7:12 am



If you think you are having a hard time strategizing your insurance marketing, then you are not alone. That is one of the main reasons why some marketing strategies do not work. Some insurance agents simply copy what they see other agents doing, and soon everyone is using the same marketing strategy, which only confuses the customers. Originality becomes diluted, leaving nothing new to generate leads.

If this is already happening in the insurance industry then what you need to do is reinvent your service. Add something or invent a name for the things you usually do. For example, if you have a quarterly audit review of the service offered by your affiliates, checking up on the service offered by those connected to the insurance business is normal. However, extending that knowledge to your clients is an extra plus point for you.

Create a newsletter. Input success stories and pictures and get the customers involved. The idea is getting your customers excited and letting them enjoy being part of the company. Include the latest news and interesting topics that are not necessarily insurance material. You may ask, “What’s the point?” The point is you will keep people interested, and once they are hooked, start slipping those referral sheets in your newsletter. People are bound to talk about things they find amusing and interesting, and this is one cheap advertising method for you.

Create a goal after you’ve made a sincere effort at each of these approaches. Write it down and place it where you’ll see everyday. You will be surprise how well your subconscious works to achieve these goals you have written down. The next thing you know, you will be able to ask your clients for referrals. Naturally, this can take place only after you have created a good rapport with them. You will also be surprised how many people come through for you.

By: Ross Bainbridge

Insurance Agent

April 12, 2010 at 10:14 pm



Insurance agents are the insurance company’s front liners to its clients and potential markets. They are the ones who search for customers, aid them in selecting the right insurance products to meet their needs, and provide continuing support.

Often, being an insurance agent is part-time job, something that career people do on the side to earn extra income from commissions. But while it is work that can be done on leisure time, insurance agents are also tasked to reach monthly customer quotas. A person?s sales and marketing abilities come into play.

Most insurance companies train their agents to give them full comprehension of the products they sell. But while seminars and training are available for recruits, insurance companies often prefer to hire college-educated applicants. This is because a background in finance and accounting is necessary to be successful in selling insurance policies.

Previous experience in sales is, of course, a big boost. A working knowledge of the use of information technology, such as the Internet and computers, is necessary to ensure that relationships with clients are kept intact. An applicant who has a background on presentation skills, sociology and psychology, may already have an edge over other applicants.

An insurance agent may have control over his time and schedule, but he has to travel a lot to meet clients. Sometimes, he may have to work weekends and past normal office hours just to be able to present to potential customers. Most often, these presentations do not necessarily result in clients actually buying a policy.

Before insurance agents can get into the field, they must be fully licensed and must have passed the necessary exams to ensure their comprehension of financial policies. There are different exams for different kinds of accreditation.

By: Jennifer Bailey

Setting Goals for Insurance Success

March 2, 2010 at 7:58 pm



Everybody has a set goal in their minds which they want to achieve in life. It could probably be through business, a life-long pursuit or a short term goal. Whichever is the case, goals are usually what everybody would want to attain in the end of it all no matter how difficult it is going to be.

The same principle applies for insurance agents, especially the independent ones. The primary attitude of a real estate agent is to just be positive no matter what it takes to achieve ones ultimate goal. This is true since in every success comes a challenge and challenges are a good thing.

Though it may not sound good or you might even say there’s nothing good at all in challenges, but for an insurance business, challenges are actually good for future expansion. The more you can conquer over negative situations, the quicker you’ll get to your attained goal. You see, without setting any definite goal, success wouldn’t be anywhere near.

You have to remember though that the goal you set should be attainable, timely and realistic. Certainly do not just decide on meeting up with prospects in one go or even 50 clients for that matter. There has to be a fixed goal for you, say, 10-15 clients would be enough in a day. This should already give you enough time to talk to each of them and process what they’re individual needs separately.

When you have successfully done this for some time now, you can add another goal for your insurance metrics. If you think that checking on insurance updates from the internet for an hour or two everyday is going to be a plus to your insurance knowledge and skills, then do it.

You don’t need to set big goals right away. What you can do is to start on taking over full responsibility of small goals at first and then when you have managed to do so, proceed to take on big goals in a larger scale.

By: Shareen Aguilar