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.
240 views0 comments
Brookelle Hunter
- May 23, 2022
- 5 min
7 Ways to Optimize Outbound Appointment Setting at Your Insurance Agency
With over 15 years of experience, we’ve learned what works and what doesn’t when it comes to appointment setting! Here's our advice.
418 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 26, 2022
- 6 min
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!
100 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
- Apr 8, 2022
- 3 min
Agent Cecil Burt on Proactive Customer Outreach & Virtual Appointments at his Insurance Agency
Insurance Agent of 50 years, Cecil Burt, sat down with me to talk proactive customer outreach and virtual appointments at his agency.
170 views0 comments
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.
696 views0 comments
Brookelle Hunter
- Mar 28, 2022
- 7 min
Why You Need to Prevent Burnout at Your Agency (and how to do it)
Learn all you need to know about why and how to prevent burnout at your insurance agency here!
169 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
- 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!
514 views0 comments
Olivia Howard
- Mar 2, 2022
- 2 min
FAQ: What are my list scrubbing options at Engagex?
Learn about the Engagex Agent Portal scrubbing options to decide what will work best for your agency's customer outreach.
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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!
675 views0 comments
Olivia Howard
- Feb 10, 2022
- 2 min
FAQ: Why do I need to upload a list every month?
Have you ever wondered why you have to upload a list every month, even when you send us enough names to call for several months in a row?
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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
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
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!
100 views0 comments
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!
140 views0 comments
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.
110 views0 comments
Brookelle Hunter
- Dec 8, 2021
- 4 min
Best of The Engagex Blog 2021
Find our top 10 blog posts from 2021 here!
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