What do Millennials and Gen Z really want from their insurance agents?
Insurance agencies who adapt their growth strategy to focus on millennials and gen z will be far better off than those who don't.
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Brookelle Hunter
- Jan 19
- 6 min
9 Reasons You’re Not Closing Sales from Your Annual Insurance Review Appointments
Not closing enough sales from customer insurance review appointments? Read more to find out why and discover tips to turn things around!
541 views0 comments
Brookelle Hunter
- Jan 16
- 4 min
No Show? Not the end of the world.
Appointments are not the be-all end-all of your customer outreach - discover the many other benefits of your consistent client outreach!
172 views0 comments
Brookelle Hunter
- Jan 4
- 3 min
The Biggest Reason Your Insurance Clients Cancel
Learn more about the biggest reason your insurance clients cancel (hint: it's totally within your control!)
1,372 views0 comments
Brookelle Hunter
- Dec 2, 2022
- 3 min
The Monetary Benefits of Training Your Agency Staff Members to Conduct Customer Insurance Reviews
Did you know that there are real, monetary benefits of training your staff members to conduct customer insurance review meetings?
245 views0 comments
Brookelle Hunter
- Nov 16, 2022
- 4 min
A Step-By-Step Guide to Multi-Lining Your Mono-Lined Customers
Despite the advantages of multi-lined customers, the average agency produces only 1.4 policies per household. Let's change that!
365 views0 comments
Brookelle Hunter
- Oct 28, 2022
- 4 min
What You Miss Out on When You Avoid Virtual Insurance Appts at Your Agency
If you haven't embraced virtual appointments with your insurance clients yet, it's time. Check out the things you're missing out on!
154 views0 comments
Brookelle Hunter
- Oct 19, 2022
- 4 min
Social Media Posts for Insurance Customer Retention + 20 Post Ideas
Did you know that utilizing social media can help you retain your existing insurance customers? Learn how in this blog post!
218 views0 comments
Brookelle Hunter
- Oct 3, 2022
- 3 min
Are customer insurance review appointments dead in the digital age of Insuretech?
With the transition of traditional insurance to more digital options, the question has to be asked: are insurance review appointments dead?
353 views0 comments
Brookelle Hunter
- Sep 19, 2022
- 3 min
Closing the Sale: How to Follow-Up After a Customer Insurance Review
The impact of regular customer insurance reviews comes during the follow-up process. Learn how to follow up in this blog post!
339 views0 comments
Brookelle Hunter
- Sep 12, 2022
- 6 min
How to Sell w/out "Selling" - A Guide to Closing Sales w/out Looking Like an Insurance Salesperson
A Comprehensive, Step-By-Step Guide to Closing Sales without Looking Like Just another Insurance Salesperson
557 views0 comments
Brookelle Hunter
- Sep 2, 2022
- 4 min
5 Steps: Preparing for a Profitable Customer Insurance Review Meeting
Preparation is key when it comes to conducting a customer insurance review meeting. Learn 5 steps to prepare for optimum results!
340 views0 comments
Brookelle Hunter
- Aug 23, 2022
- 7 min
A Qualitative Look at the Costs & Benefits of In-House vs. Outsourced Appointment Scheduling
There's no one-size-fits-all solution for insurance appt. setting. That's why we laid out the costs and benefits of two common approaches.
67 views0 comments
Brookelle Hunter
- Aug 17, 2022
- 6 min
How to Write an Effective Script for Your Insurance Appointment Setting
Without a compelling script, your appointment setting efforts won't get you very far. Learn how to write an effective script in this post!
221 views0 comments
Brookelle Hunter
- Aug 15, 2022
- 3 min
How to Systematically Contact Your Clients for Annual Customer Insurance Review Appointments
By reaching out to all of your customers annually to offer them a review meeting, you’ll cultivate a valuable book of business. Here's how:
175 views0 comments
Brookelle Hunter
- Aug 5, 2022
- 3 min
What are the advantages of staying top of mind with your existing insurance customers?
Staying top of mind isn't just helpful in marketing. There are serious advantages for agencies who stay top of mind with existing customers!
78 views0 comments
Brookelle Hunter
- Aug 1, 2022
- 5 min
5 More Common Challenges for Insurance Agents & Ways to Overcome Them (Pt. 2)
Some more common challenges insurance agents face actually have very simple solutions! Learn more today!
56 views0 comments
Brookelle Hunter
- Jul 18, 2022
- 5 min
7 Common Challenges for Insurance Agents & Ways to Overcome Them
Some common challenges insurance agents face actually have very simple solutions! Check them out today!
131 views0 comments
Brookelle Hunter
- Jul 13, 2022
- 4 min
6 Things to Expect in Your First Year of Customer Insurance Reviews
If you haven’t been conducting customer insurance reviews in the past, you may experience some growing pains when getting started.
233 views0 comments
Brookelle Hunter
- Jun 28, 2022
- 6 min
8 Myths about Outsourced Appt. Setting in Insurance - Let's Set the Record Straight
It's 2022 and we think it’s about time to dispel some common misconceptions that many insurance agents still believe about outsourcing
201 views0 comments
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