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    How Customer Insurance Reviews Elevate Your Agency
    Brookelle Hunter
    • Apr 29
    • 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!
    193 views0 comments
    10 Symptoms of an Unsustainable Insurance Business Model
    Brookelle Hunter
    • Apr 20
    • 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!
    430 views0 comments
    Why You Shouldn't Sell During a Customer Insurance Review Meeting (and what to do instead)
    Brookelle Hunter
    • Mar 21
    • 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.
    649 views0 comments
    Retention Focused Acquisition in Insurance - Work Smarter, Not Harder
    Brookelle Hunter
    • Mar 12
    • 5 min

    Retention Focused Acquisition in Insurance - Work Smarter, Not Harder

    With enormous acquisition costs in the insurance industry, the only viable way to grow your agency is to acquire with retention in mind.
    98 views0 comments
    3 Reasons a Needs Assessment Form is One of Your Best Sales Tools
    Brookelle Hunter
    • Feb 23
    • 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!
    517 views0 comments
    12 Steps for Running an Effective Customer Insurance Review Meeting
    Brookelle Hunter
    • Feb 10
    • 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
    629 views0 comments
    What do Millennials and Gen Z really want from their insurance agents?
    Brookelle Hunter
    • Feb 4
    • 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.
    264 views0 comments
    Not All Customer Insurance Review Programs are Created Equal
    Brookelle Hunter
    • Jan 26
    • 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
    100 views0 comments
    The 6 Key Components of a Fruitful Annual Insurance Review Program
    Brookelle Hunter
    • Jan 6
    • 5 min

    The 6 Key Components of a Fruitful Annual Insurance Review Program

    A lucrative customer insurance review program comes down to 6 critical components. Discover what they are and implement them today!
    90 views0 comments
    Why Lasting Insurance Agency Growth is More About Your Current Customers than Your Cold Calling
    Brookelle Hunter
    • Dec 30, 2021
    • 3 min

    Why Lasting Insurance Agency Growth is More About Your Current Customers than Your Cold Calling

    Learn how you can grow your insurance agency by focusing on opportunities within your current book of business!
    128 views0 comments
    9 Reasons You’re Not Closing Sales from Your Annual Insurance Review Appointments
    Brookelle Hunter
    • Nov 30, 2021
    • 6 min

    9 Reasons You’re Not Closing Sales from Your Annual Insurance Review Appointments

    Not landing enough sales from customer insurance review appointments? Read more to find out why and get some tips to turn things around!
    211 views0 comments
    9 Ways to Add Value to the Customer Experience & Keep Your Insurance Clients from Price Shopping
    Brookelle Hunter
    • Nov 11, 2021
    • 5 min

    9 Ways to Add Value to the Customer Experience & Keep Your Insurance Clients from Price Shopping

    Adding value is important but vague. We compiled a list of 9 actionable things you can do to add value to the insurance customer experience
    206 views0 comments
    How to Sell w/ out Selling - A Guide to Closing Sales w/ out Looking Like an Insurance Salesperson
    Brookelle Hunter
    • Sep 13, 2021
    • 6 min

    How to Sell w/ out Selling - A Guide to Closing Sales w/ out Looking Like an Insurance Salesperson

    A Comprehensive Guide to Closing Sales without Looking Like Just another Insurance Salesperson
    327 views0 comments
    You Already Know Your Best Prospects
    Brookelle Hunter
    • Jul 22, 2021
    • 4 min

    You Already Know Your Best Prospects

    Cross-sell leads have an 85% close rate! How do customer insurance reviews help agents cross-sell?
    42 views0 comments
    Are customer insurance review appointments dead in the digital age of Insuretech?
    Brookelle Hunter
    • Jul 13, 2021
    • 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?
    206 views0 comments
    The Simple Process that Boosts Client Retention & Insurance Agency Growth
    Brookelle Hunter
    • May 17, 2021
    • 3 min

    The Simple Process that Boosts Client Retention & Insurance Agency Growth

    "High customer retention rates consistently and positively correlate with high profits.” So how do you boost your retention rates?
    77 views0 comments
    Successful Insurance Agent Stories: A Proactive Approach
    Brookelle Hunter
    • Apr 30, 2021
    • 3 min

    Successful Insurance Agent Stories: A Proactive Approach

    This successful insurance agent shares his experience opening his agency and how his team increased efficiency and production.
    140 views0 comments
    The 3 Keys to Insurance Agency Success
    Brookelle Hunter
    • Mar 22, 2021
    • 4 min

    The 3 Keys to Insurance Agency Success

    The most successful agents in the nation suggest that your goals as an agent will be met when you systematically focus on 3 things.
    87 views0 comments
    Insurance Agents, Resist the Quick Fix!
    Brookelle Hunter
    • Feb 22, 2021
    • 3 min

    Insurance Agents, Resist the Quick Fix!

    It’s not that immediate lead sources should not be part of your marketing plan, they just shouldn’t be your fundamental source of growth.
    61 views0 comments
     A Step-By-Step Guide to Multi-Lining Your Mono-Lined Customers
    Brookelle Hunter
    • Feb 15, 2021
    • 3 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!
    180 views0 comments
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