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!
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Brookelle Hunter
- Jul 31
- 3 min
A Simple Conversation: How Customer Insurance Reviews Lead to New Sales Opportunities
Customer Insurance Review meetings are the best source of new sales opportunities. Read these examples of how the meetings lead to sales.
281 views0 comments
Brookelle Hunter
- May 12
- 4 min
The Surprising ROI of Meeting with Your Current Clients
Some insurance agents assume there won't be much ROI from prioritizing current customer appointments. Let's lay that assumption to rest.
46 views0 comments
Brookelle Hunter
- Mar 21
- 5 min
Retention Focused Acquisition in Insurance - Work Smarter, Not Harder
With rising acquisition costs in the insurance industry, the most viable way to grow your agency is to acquire with retention in mind.
155 views0 comments
Brookelle Hunter
- Feb 22
- 5 min
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
369 views0 comments
Brookelle Hunter
- Feb 1
- 4 min
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.
679 views0 comments
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!
581 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!
405 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?
359 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!
344 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
624 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!
348 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!
81 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!
135 views0 comments
Brookelle Hunter
- Apr 29, 2022
- 6 min
How Customer Insurance Reviews Elevate Your Agency
Grow your insurance agency by holding regular review meetings with existing customers. Learn how these meetings benefit you & your clients!
255 views0 comments
Brookelle Hunter
- Apr 20, 2022
- 5 min
10 Symptoms of an Unsustainable Insurance Business Model
Because of the commoditization of insurance, agents may struggle to sell and keep new policies. Check out the symptoms to watch for!
451 views0 comments
Brookelle Hunter
- Mar 21, 2022
- 3 min
Why You Shouldn't Sell During a Customer Insurance Review Meeting (and what to do instead)
If you can't hard-sell during the meeting, how are you supposed to up-sell your customers? Investigate & Educate.
688 views0 comments
Brookelle Hunter
- Feb 23, 2022
- 2 min
3 Reasons a Needs Assessment Form is One of Your Best Sales Tools
As an insurance agent, if you're not using the needs assessment form, you're missing out on sales opportunities! Learn more here!
675 views0 comments
Brookelle Hunter
- Feb 10, 2022
- 4 min
12 Steps for Running an Effective Customer Insurance Review Meeting
We simplified the process of a successful customer insurance review appointment for you - follow these 12 steps to increase client retention
692 views0 comments
Brookelle Hunter
- Jan 26, 2022
- 6 min
Not All Customer Insurance Review Programs are Created Equal
Despite all the benefits that come from annual insurance reviews, many agencies struggle to do them effectively due to these common pitfalls
106 views0 comments
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