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Insurance Agency Optimization was written by a multi-line insurance agency owner, for multi-line insurance agency owners. It was written to help agency owners understand that they are not alone. The reality is almost nobody who owns an insurance agency ever planned on owning an insurance agency. Once upon a time I was a highly successful salesperson, or sales manager, or corporate executive or somebody special in some other field. Then, I got sick of working for somebody else and I thought it would be awesome to own my own business, create my own schedule, make tons of money, travel the world and golf a lot. So I opened my own insurance agency. The problem is insurance agency owners who jumped into this industry during the 21st century have a much different looking opportunity than those who came before them. It's still a tremendous opportunity, but the rewards aren't realized until several years of dues are paid. This book was written to save agency owners time and money as an alternative to present day trainings and seminars which offer quick fixes, silver bullets and shortcuts to success; none of which exist. Insurance Agency Optimization uses simple, easy to understand mindsets, systems and processes which have worked in all sales industries since the beginning of time. This book focuses on the common denominators all successful agencies share. Readers will learn to consistently focus on daily disciplines which increase levels of health, happiness and overall productivity. You'll be given the essential mindset required to win each moment so you can win every day. And it will provide you and your teams with the tools required to dominate your market and ultimately work so efficiently your competition cannot even be compared to you. The insurance business is simple, but it's certainly not easy. You recruit, hire, train, educate and continuously motivate highly productive team members. You get to know your prospects by having conversations which uncover needs and then you offer the best possible solutions to satisfy those needs. Sounds simple, but again...it's not easy. This book was written and The Positive Impact Club was developed to make your life as the proud owner of a multi-line insurance agency much easier and will put you and your team on the right path to: Recognize and optimize every customer opportunity within every interaction each and every day Stand above and ultimately eliminate your competition Create a winning office culture with personal and team accountability Plan, prepare, track and ultimately WIN every day Implement a simple, repeatable sales processes to uncover multiple customer needs within one relaxed conversation EARN more referrals, ELIMINATE wasted marketing dollars and RETAIN more customers than ever before Become the happiest, healthiest and most productive version of yourself Perhaps you didn't fully understand what you were jumping into when you opened your insurance agency. And chances are you often times feel overwhelmed, confused or frustrated. The good news is you are not alone. The better news is there are proven ways to improve your results spelled out in this book. The best news is, this book will show you how to close the "knowledge/action gap." It's great to know things, but without action knowledge is useless. Insurance Agency Optimization will challenge you to take one, two or three key components that best suit your agency and implement them immediately. The strategies shared in this book are proven to work and grow your business regardless of where you are today. After reading Insurance Agency Optimizationand joining The Positive Impact Club the only regret you'll have is that you didn't know all of this sooner!
Are you a new or experienced agent interested in creating an insurance agent business plan? Want samples or templates of how to design your own insurance agent business plan? This book was written to save agency owners time and money as an alternative to present-day training and seminars which offer quick fixes, silver bullets, and shortcuts to success; none of which exist. Insurance Agency Optimization uses simple, easy-to-understand mindsets, systems, and processes that have worked in all sales industries since the beginning of time. This book focuses on the common denominators all successful agencies share. Readers will learn to consistently focus on daily disciplines which increase levels of health, happiness, and overall productivity. You'll be given the essential mindset required to win each moment so you can win every day. And it will provide you and your teams with the tools required to dominate your market and ultimately work so efficiently your competition cannot even be compared to you.
Are you looking for a complete guide to insurance agent marketing? Your search ends here with this comprehensive book! This book offers 17 unique marketing strategies to help you succeed, providing an abundance of tips, tricks, ideas, and examples. Real-world ad copy examples are included for each marketing strategy, making it a powerful tool to re-imagine, think out of the box, see new possibilities, or even simply use the same ad copy samples to get started faster. You may have known a marketing strategy before, but when you have multiple ad copy examples about the same marketing strategy, it will open up your eyes to new ways that it can be done. This comprehensive guide offers a unique opportunity to generate fresh and innovative ideas, elevating your insurance agent marketing to the next level, with insights that only a marketing expert could provide. Whether you're a professional or just getting started, this book is the perfect resource to take your insurance agent marketing to the next level.
New York Times Bestseller! Are you working too many hours for too few clients? Does it seem that you do more paperwork than peoplework? Will you spend more hours on the road than in front of people this year? Whether your agency is big or small, if you answered yes to any of those questions, you need more than an adrenaline boost! You need a shot of strategies to wake things up and put you on the path to success fast! - How to get appointments with 10 clients every day - How to find qualified clients and get them to come to you - How to get clients in and out of your office in 30 minutes-or less! You'll also discover how to ramp up for success with something you already have, but probably overlook, why some clients don't make sense for your agency, and what you need for an effective sales pitch. Get the help you need by putting Troy Korsgaden on your side. His strategies have made a difference for the thousands of agents who have attended his seminars across the country. They can make a difference for you too!
Having a strong digital presence is critical for insurance agencies today! And with the seemingly endless number of marketing companies espousing their strategies, and tactics where do you start? The 7 Pillars of Digital Marketing for Insurance Agencies is the answer to increasing and improving your online visibility. This book is a reference tool to deliberately and intentionally get found by more customers. The 7 Pillars of Digital Marketing for Insurance Agencies Website Content Email Online Ads Video Social Media Reviews / Testimonials These are the foundational components to robust digital marketing strategy. Today most folks looking for insurance services and/or products rarely (if ever) open up the yellow pages to find someone to help them with their needs. Instead, these folks ask their friends, coworkers, and family members but it doesn't stop there. After they learn about who you are, they're going to look you up online. Will they find you? If you're not on the first page of Google, Bing, or Yahoo search you may never be found and may never be called by those searching for your insurance products and services! While the 7 Pillars can be implemented independently they are most effective when you take a continuous cross channel promotion approach. When reading the 7 Pillars of Digital marketing you will gain insight on valuable marketing topics like: On Page Search Engine Optimization Title Tags Meta Descriptions Heading Tags Internal Links External Links Broken Links Image Alt Tags Keywords The Importance of Mobile Optimization Creating Content Calls to Action Lead Magnets Duplicate Content Problems Creating Email Campaigns Managing Your Email List The Five Phases of Email Marketing Why and How to Use Online Ads Video Creation Tools Video Platforms and a lot more... BONUSES Every chapter closes with free resources to download and use that will support you in your online marketing efforts.
Internet Marketing for Insurance Agents will show you how to profit from the revolution in local internet marketing that is happening right now. This book doesn't hide behind platitudes and boilerplate marketing truisms. It gets down in the trenches with you and shows you how to strengthen your firm's bottom line through highly effective internet marketing. One click at a time.
Accountable. Compassionate. Visionary. These are the characteristics of a great leader; and, in Leading Your Agency to Greatness, two leadership and insurance experts invite you to leap into the pursuit of greatness with both feet. This book empowers you to optimize your company's infrastructure and service, while leaving a leadership legacy within your agency that is worthy of emulation. And it all begins with self-assessment. How do you rate as an agency leader? What are your strengths and weaknesses? Are you already a superb leader or do you have some work to do? Either way, the roadmap to reaching your potential is laid out in these pages-all that is left is to act! Learn how to be purposeful, make difficult choices, assemble a dream team, and move on from goal setting to goal getting. Understand the vital differences between motivating and inspiring, and knowing and doing. Realize that true success is not the result of big egos and dollar signs but self-discipline and premier customer service. Scott Foster and Dick Biggs's combined leadership experience nearly reaches a century of success, but their strategies only work if you do. So study their advice. Act on it. And most importantly, enjoy the pursuit of agency greatness!
Advanced praise for 10 Steps to Success- '.outstanding, insightful and very timely for the newer agent. It also serves as a reminder to the veteran agent as well. Your ideas are easily understood and should be accepted by those who read the book. This should help many " -David Carter, sales director, Midland East American Family Insurance Group Learn how to be a successful insurance agent with the simple techniques in 10 Steps to Success. Author Daniel S. Fowler utilizes his thirty years of experience in the insurance business to illustrate how to work smarter rather than harder toward building a successful insurance agency. Fowler's unique information applies to almost any business and will give you the tips you need to achieve your goals, including: Building relationships Marketing and business plans Listening to yourself and your clients The importance of good employees With 10 Steps to Success, Fowler shows you how to provide not only the service people expect, but also the service people don't expect.
Insurance agents and financial advisors are being taught outdated marketing and sales strategies to grow their businesses. Cold calling, seminars, online leads, networking groups and display ads are showing less returns. At the same time, according to Google, every 5 seconds someone is searching for a financial or insurance product to meet their needs, yet most agents are unaware of how to reach this growing market. Shift is a compilation of exclusive, rarely-before-seen techniques, strategies and best practices used right now to increase sales exponentially using digital marketing. These are not taught in magazines, books or courses today simply because most people won’t share them. Jeremiah has used these concepts to train over 100,000 agents in over 51 countries including the US, Canada, Japan, Switzerland, the Caribbean and South Africa. Using his years of success stories and behind-the-scenes access to the frontlines of what’s working now, Jeremiah has been part of teams that have generated over two million leads in the insurance space, leading to over $300,000,000 in commissions paid out. He has documented the most inspiring, entertaining and duplicatable techniques his teams and front line advisors are using TODAY to SHIFT industry thinking to solve these problems.