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How to Create Educational Content that Sells Policies
One of simplest ways to warm up your clients and prepare them for a cross-sell is to educate them. Learn how to create educational content!

Brookelle Hunter
Jun 193 min read
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9 Ways to Add Value to the Customer Experience & Keep Your Insurance Clients from Price Shopping
During times of economic uncertainty, your clients are looking to save money any way they can. Here's how to keep them from price shopping

Brookelle Hunter
May 215 min read
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3 Different Ways Annual Customer Insurance Reviews Help You CYA
Annual customer insurance reviews don't only help increase retention, cross-selling, and referrals. They can also protect your agency! How?

Brookelle Hunter
May 74 min read
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The Power of Positive Interactions for Insurance Customer Retention
You can build insurance customer loyalty and retention through consistent, positive interactions. Discover what makes a positive interaction and find actionable tips to implement them everyday at your agency.

Brookelle Hunter
Apr 1710 min read
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Proactive Retention: How You Can Implement the Game-Changing Strategy at Your Agency
The benefits of proactive retention efforts speak for themselves. Learn how to implement proactive retention in your insurance agency!

Brookelle Hunter
Mar 276 min read
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Proactive Retention: Why it's a Game-Changer for an Insurance Agency
A proactive retention strategy is just as important as a reactive strategy. Discover what proactive retention can do for your agency!

Brookelle Hunter
Mar 264 min read
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Preparing Your Clients: Laying The Groundwork for an Effective Annual Insurance Review Program
Preparing your clients for customer insurance reviews can make or break your annual review program. Follow these tips for success!

Brookelle Hunter
Mar 112 min read
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Preparing Your Agency: Laying The Groundwork for an Effective Annual Insurance Review Program
Wondering where to start? The tips in this post will help lay the groundwork for your agency's successful annual insurance review program.

Brookelle Hunter
Mar 54 min read
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7 Ways to Optimize Outbound Appointment Setting at Your Insurance Agency
With over 18 years of experience, we’ve learned what works and what doesn’t when it comes to appointment setting! Here's our advice.

Brookelle Hunter
Feb 255 min read
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12 Common Challenges for Insurance Agents & How to Overcome Them
Many common challenges insurance agents face actually have very simple solutions! Check them out today!

Brookelle Hunter
Feb 69 min read
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The Truth About Customer Insurance Reviews - What to Expect in Your First Year
If you haven’t been conducting customer insurance reviews in the past, you may experience some growing pains when getting started.

Brookelle Hunter
Jan 204 min read
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The Simple Process that Boosts Client Retention & Insurance Agency Growth in 2025
High customer retention rates consistently and positively correlate with high profits. So how do you boost your retention rates?

Brookelle Hunter
Jan 33 min read
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Sustainable Agency Growth: Why Client Outreach Beats Cold Calling in the Long Run
Learn how you can sustainably grow your insurance agency by focusing on opportunities within your current book of business!

Brookelle Hunter
Dec 9, 20243 min read
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Write an Effective Script to Maximize Your In-House Appointment Setting Efforts
Without a compelling script, your appointment setting efforts won't get you very far. Learn how to write an effective script in this post!

Brookelle Hunter
Dec 2, 20246 min read
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6 Ways to Build a Happy & Loyal Book of Business for Your Insurance Agency
Having a loyal book of business is crucial to insurance agency growth. Are you doing all you can to retain your customers?

Brookelle Hunter
Nov 21, 20244 min read
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Stop Delaying! Why You Need to Prioritize Your Customer Insurance Review Program Today
You know that regular policy reviews with your clients help increase retention, cross-selling, and referrals, but what else do they do?

Brookelle Hunter
Nov 13, 20244 min read
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Unlocking Client Loyalty: Retention-Focused Onboarding for New Insurance Clients
Are you onboarding your new clients in a way that fosters high retention rates in your insurance agency? Learn how today!

Brookelle Hunter
Oct 22, 20246 min read
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7 Fresh Tips for Creating an Agency Culture of Receiving Referrals
Is there more you could be doing to generate referrals for your insurance agency? Check out these tips to increase your agency's referrals!

Brookelle Hunter
Oct 14, 20245 min read
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12 Steps for Running an Effective Customer Insurance Review Meeting
Follow these 12 steps in your insurance client review meetings to increase customer retention!

Brookelle Hunter
Oct 8, 20244 min read
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3 Reasons a Needs Assessment Form is One of Your Best Sales Tools
A Needs Assessment form helps your insurance clients identify their own needs and sets you up for multi-lining success!

Brookelle Hunter
Sep 27, 20242 min read
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