One of the most confusing and sometimes treacherous parts of selling insurance is choosing which insurance FMO or IMO (Insurance Marketing Organization) an insurance agent should contract to sell through. Contracting with the wrong upline can not only make life difficult for the agent but could possibly set him up to lose his clients, the agents under him, or future commissions if he ever decides to part ways (or somehow gets on their bad side).
Agent’s Review Corner Articles
Leads are the life-blood of this industry, without them an agent is inconsistent with his success at best. Since insurance leads are a tremendous part of an agent’s marketing budget, more so than quoting tools, CRM’s or dialers, we decided to review the top direct mail marketing companies, so insurance agents can be more successful with their prospecting efforts.
If you’re reading this, you’re either contemplating getting a website (or redesigning the one you have) – or you’re tired of messing around with coding and other back-office features of WordPress, and you’ve decided to let a professional handle your website for you. Some insurance agents don’t have the time to build and maintain their own website, like we covered in our last blog. There’s no shame in outsourcing this work to more skilled individuals; unfortunately, in a world full of hucksters, pricing variances, and the dreaded blackhat online marketing methods – you need a web designer that you can trust.
Scratching your head trying to figure out which dialer to use for your outbound prospecting? No problem! We have you covered, as we reviewed the top 12 dialers we find insurance agents recommending all over the web. Not only are we going to break down what a dialer is, but we are going to:
In last month’s Agents’ Review Corner post, we talked about the importance of having a customer relations management tool or CRM. The top reasons for having a CRM are to help you keep track of each lead’s contact and case info, and also to automate the process of following up with leads you don’t close right away.
Are you struggling to keep your contacts organized, or are you wondering which lead opportunities in your prospect database to prioritize? Maybe you have a CRM right now, but perhaps it doesn’t have the full functionality you need or maybe the price is too high. This article will help you not only understand the full capabilities of what a CRM (customer relations management) can do for you, but also will let you know which CRMs are the most agent friendly.
Either before an agent takes his first app, or when he’s creating his business cards, he’ll have to answer one of two questions: What number will prospects and clients...