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!
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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?
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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!
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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!
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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
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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!
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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!
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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.
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Brookelle Hunter
- Jun 9, 2022
- 4 min
Turn Your Insurance Appointments into Glowing Online Reviews
Since the average review for insurance agencies is 4.53 stars, it’s vital for your agency to have positive online reviews to compete.
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Brookelle Hunter
- May 18, 2022
- 6 min
7 Tips for Annual Insurance Reviews During the Summer
Many insurance agents have mixed feelings about production in the Summer months. Learn how you can still have a productive summer!
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Brookelle Hunter
- Apr 1, 2022
- 3 min
Common Policy Review Mistakes and How to Avoid Them
Here are a few common mistakes that must be avoided to make your insurance review program a game changer.
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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.
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Brookelle Hunter
- Mar 4, 2022
- 3 min
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!
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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!
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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
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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
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Brookelle Hunter
- Jan 6, 2022
- 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!
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Brookelle Hunter
- Dec 23, 2021
- 4 min
Not Your Typical Blog Post About 2022 Goal Setting (for Insurance Agents)
We've scoured the internet for unique and effective goal setting tips! Read them here and make 2022 a successful year for your agency.
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Brookelle Hunter
- Mar 5, 2021
- 2 min
6 Things Your Customer Insurance Review Process May Be Missing
Whether you've been regularly holding these meetings for years, or just started to think about holding them, here are 6 elements you need...
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Brookelle Hunter
- Mar 2, 2021
- 3 min
Take the Awkwardness Out of Asking for Referrals: 4 Non-Invasive Referral Program Ideas
Having a referral program allows you to invite your customers to participate, rather than putting them on the spot and making things awkward
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