What Agents Want #2

What Agents Want #2: Help The Agent Retain Their Customer. When the agent’s customer has a loss and reports a claim the promise the agent made of insurance coverage is tested. Because the agent doesn’t actually fulfill their promise they are at risk of losing their...

What Agents Want #1

What Agents Want #1: Help The Agent’s Customer Realize The Value Of Their Agent. One of the threats facing the local insurance agent is the “Internet” companies and the “800” companies who are selling on price. Top agents know if they are not careful they will become...

MISCONCEPTION #5

MISCONCEPTION #5: Agents Will Recommend You Because You Are Good At What You Do. Obviously you have to be good at what you do; quality work and excellence in customer service are expected. What is also true is the agent cares about what you can do for them. After all,...

MISCONCEPTION #4

MISCONCEPTION #4: Agents Like “Marketing” Visits. Somewhere along the way we have turned into professional office visitors instead of salespeople. The idea that you can gain their trust because they like you is only partially true. Yes they must like you, but they...

MISCONCEPTION #3

MISCONCEPTION #3: All Agents Are Prospects And Should Be Called On Every Month. Take a random list of 100 insurance agent offices. The “80/20 Rule” will tell you that 20 agents have 80% of the business. I can tell you from experience there are another 20 agents right...