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The 3 Keys to Agency Success

A lot of different people from a lot of different backgrounds become insurance agents for a lot of different reasons. Maybe your dad was an insurance agent. Maybe you were attracted to the entrepreneurial nature of running an insurance agency. Maybe you like the idea of being your own boss and having a flexible schedule. Maybe it was the money.

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The Commoditization of Insurance: The Common Enemy of All Insurance Agents

A lot of different people from a lot of different backgrounds become insurance agents for a lot of different reasons. Maybe your dad was an insurance agent. Maybe you were attracted to the entrepreneurial nature of running an insurance agency. Maybe you like the idea of being your own boss and having a flexible schedule. Maybe it was the money.

How to Follow Up After Customer Insurance Review Meetings

Conducting customer insurance reviews with your customers will help build the value of your agency over time, but the policy review meeting is only half the process. If you don’t follow up on action items to educate your customer, you’re missing opportunities. The review meetings set the stage, but following up is key to landing the sale.

5 Steps to Take to Prepare for an Insurance Review Meeting

Conducting customer insurance reviews with your customers will help build the value of your agency over time, but the policy review meeting is only half the process. If you don’t follow up on action items to educate your customer, you’re missing opportunities. The review meetings set the stage, but following up is key to landing the sale.

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