Author name: Carl Willis

We’ve said it before, if you’re going to use only one social network to promote your insurance office, it better be Facebook. With over 1.7 billion users (and growing) this site is definitely the leader in social media. Even though insurance agencies certainly have many compliance concerns, Facebook can still be an effective tool to market your

It is a despairing fact, but many consumers don’t have the patience, sophistication, or wherewithal to learn about personal finance strategies on their own. Most people would rather “catch ’em all” playing Pokemon Go than discuss with an agent the finer points of annuities.

The average homeowner is woefully unprepared for any disaster striking their home, despite having home insurance coverage. Many simply assume that their standard policy is sufficient to bail them out of any eventuality. Unfortunately for some, the realization that not all policies are created equal often comes too late.

America, the land of opportunity, innovation, and big dreams. It is not, however, a country known for having a straightforward healthcare system. Medical treatment is notoriously more expensive than pretty much anywhere else in the world and many people are unaware of their basic health insurance requirements.

  Recruiting top insurance talent is perhaps one of the biggest challenges many agents face. Good insurance agency staff can be hard to find (and employees in general), especially these days. While many companies and employers like to complain about the younger Millennial generation, the fact is, pretty soon, these new breed of workers will

The renter’s segment is made up of a wide variety of people: from freshly independent students to retired couples downsizing into the simplicity of rented condos. The current difficulties in acquiring home ownership has led to a boom in the rental market. But, even as home rental surges, insurance coverage in this market is lagging

The insurance claims process can make or break your relationship with a client. During this time, they are decidedly vulnerable, highly stressed, and probably quite desperate. Clients are looking for agents and insurance companies for reassurance and solutions. Insurance agents can come in really handy during this critical experience, by acting as trusted advisors, experts,

You may have heard the saying “the sales process doesn’t end with the sale,” or some variation of that. Well, the same applies to insurance and financial services. When someone purchases a policy from you, that should be considered the beginning of a beautiful client-agent relationship. And, like all good relationships, there are things you

Like with many types of insurance (whether it’s home, car, or life) many homeowners would like to think that they are immune from floods. However, believe it or not, in the past 5 years, all 50 states in the US have experienced some type of flooding. As an insurance agent, you need to make sure your

At some point, all reasonable adults know that they will need insurance (part of “adulting”, as Millennials say these days.) They need it to protect their most valuable assets, such as their car, home, and their health. However, insurance covers a wide variety of items, as well. Many people may not be aware of this

It’s a familiar scenario in car rental transactions: a customer, having just endured a long flight, has to face the uncomfortable discussion about rental car insurance coverage. They’re standing in the rental office, bleary-eyed and bedraggled being asked a far from simple question; “Would you like to add insurance?”

For many insurance agents, selling policies is easy. However, with the expansion of many insurance companies into the financial services arena, many agents may be wondering, “How do I sell these services to my insurance clients?” While there are many similarities, financial and insurance services are two fundamentally different things. While insurance involves preparing for future

Agents are always looking for new prospects. After all, new business and clients are what keeps those sales numbers up, right? While new customers are always a good thing, sometimes, acquiring new clients takes time and in the short-term, will cost more than what they initially bring in. That’s why many insurance agencies prefer to keep

In a world where everyone is looking for a “great deal,” it can be tempting to join the crowd and base your services on low prices. Odds are, however, that you will be unable to maintain the lowest prices in the industry for very long. There will always be someone else willing to tempt your

Moving insurance is one of those things often forgotten. Most people think they can get by without that type of coverage; that the moving company will have everything covered. In fact, many relocation companies do not provide adequate coverage for damage and destruction to people’s belongings.

The business landscape is now less about big budgets and more about big brands. Money won’t necessarily buy marketing success these days. Which is just as well because as an agent, you probably don’t have stacks of cash to throw at advertising. Instead of losing sleep over ad spend and performance, it would be better