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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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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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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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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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Insurance Client Outreach During The Holidays - Business as Usual?
Customer outreach during the holidays is just as important as it is any other time of year. We'll help you decide what approach is best.

Brookelle Hunter
Sep 20, 20244 min read
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20 Common Client Objections to Annual Insurance Reviews
Insurance appointment setting may sound like a simple and easy task, but you'll likely get objections. Learn how to respond to them today!

Brookelle Hunter
Aug 25, 202410 min read
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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!

Brookelle Hunter
Jul 28, 20246 min read
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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.

Brookelle Hunter
Jun 2, 20244 min read
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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!

Brookelle Hunter
Mar 6, 20244 min read
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How to Sell w/out "Selling" - A Guide to Closing Sales w/out Looking Like an Insurance Salesperson
A Step-By-Step Guide to Closing Sales without Looking Like Just another Insurance Salesperson

Brookelle Hunter
Jan 9, 20246 min read
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Not Your Typical Blog Post About 2024 Goal Setting (for Insurance Agents)
We've scoured the internet for unique and effective goal setting tips! Read them here and make 2024 a successful year for your agency.

Brookelle Hunter
Dec 14, 20234 min read
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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?

Brookelle Hunter
Oct 22, 20233 min read
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The "DOs" and "DON'Ts" of Customer Insurance Reviews
Adhering to these tips will ensure these insurance review appointments to be productive for both you AND your clients.

Brookelle Hunter
Sep 24, 20233 min read
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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.

Brookelle Hunter
Jul 31, 20233 min read
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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 have both a fun AND productive summer!

Brookelle Hunter
Apr 11, 20236 min read
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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!

Brookelle Hunter
Sep 19, 20223 min read
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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!

Brookelle Hunter
Sep 2, 20224 min read
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