American Agents Alliance

JUNE 18, 2024

Independent agents and brokers must balance selling and service insurance policies with running an agency. Essential Leadership Skills for Independent Agents and Brokers Independent agents and brokers wear many hats as they balance the roles of business owners and insurance advisors.

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American Agents Alliance

FEBRUARY 14, 2025

Cross-selling is an important tool for independent insurance agents and brokers, but it must be done ethically. Policyholders benefit from their agents expertise and knowledge when cross-selling is done well. It can be a very beneficial practice for agents and policyholders alike when done ethically.

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American Agents Alliance

JULY 17, 2024

Agents and brokers play important roles in the digital claims management process, from educating policyholders on loss mitigation to helping insureds file claims and work with their insurers. Knowing how to help these policyholders throughout their claim can be a helpful service agents can offer their insureds.

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Neilson Marketing Services

NOVEMBER 4, 2024

For retail insurance brokers and MGAs, a well-built insurance website isn’t just about aesthetics; it’s about credibility, generating leads, and staying competitive. Local Reach: The Three Essential Elements For local agents targeting clients in a single town and a few neighboring towns, visibility in the local market is key.

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Redbird Agents

SEPTEMBER 13, 2024

Cultivate Partnerships: If you haven’t already, build strong relationships with referral partners such as doctors, pharmacies, or financial advisors. This includes any contracts with agents, partners, or referral sources, as well as insurance carrier agreements. This protects your ownership stake and makes the sale process smoother.

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Word & Brown

MARCH 21, 2025

When youre just starting out as an insurance agent, its not always obvious what your priorities should be. NABIP allows you to build relationships with others you might otherwise not have the opportunity to meet. Most insurance carriers doing business in California and Nevada offer broker training and other broker resources.

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An-Insurance-Agents-Career

JANUARY 3, 2018

Read the comments from one of our loyal subscribers about Relationship Building located on our testimonial page. Mike McCoy is a marketing specialist with one of the largest broker agencies in the United States, with over 10,000 licensed agents.

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American Agents Alliance

DECEMBER 8, 2024

This represents an opportunity for agents who can use parametric products to offer policyholders an option for faster and easier claims payouts for various types of risks. This could creatively add a layer of protection, but agents must be sure to educate consumers about parametric coverage and how it differs from a traditional policy.

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Distinguished

JANUARY 22, 2025

Property and Liability products are distributed through a national network of agents and brokers. Through thoughtful innovation, stemming back to 1995, Distinguished Programs fosters growth and opportunities for its brokers, carriers, and employees. View a full list of our programs and submit business with Distinguished.

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American Agents Alliance

NOVEMBER 15, 2024

Developing and maintaining strong, trusting carrier relationships is essential for an independent agent or broker. Collaborative partnerships with carriers improve service for policyholders, enhance an agency’s growth potential, and provide learning opportunities for agents. Proactively solve problems alongside carrier partners.

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Solstice Insurance Broker

JANUARY 23, 2025

As an insurance broker, you can be the compass your clients need. Key Takeaways : Brokers should stay informed to empower their clients. Key Takeaways : Brokers should stay informed to empower their clients. Brokers should advocate for clients year-round, assisting with claims and policy updates.

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Tosten Marketing

JANUARY 27, 2025

Insurance broker lead generation is a critical aspect of growing a successful brokerage. At Tosten Marketing, we’ve seen firsthand how effective strategies can transform a broker’s business. How Digital Marketing Boosts Insurance Lead Generation Digital marketing has transformed lead generation for insurance brokers.

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Word & Brown

NOVEMBER 21, 2024

You want to do whatever you can to attract and reach potential new customers, build a lasting connection with current clients (so they stay customers and generate referrals), and rekindle connections with former customers (if they’re still in business and in need of your services).

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Property Insurance Centre

JANUARY 27, 2025

Steps to Take Check the Lease Agreement: This document will outline who is responsible for insuring the building. Speak with the Freeholder or Managing Agent: Ask for details about the current insurance policy and how costs are allocated. However, the cost is often recovered through service charges.

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PSM Brokerage

NOVEMBER 19, 2024

Build Trust : Clients are more likely to work with agents who are ethical and transparent. Follow Third-Party Marketing Organization (TPMO) Rules CMS considers agents and brokers third-party marketing organizations (TPMOs). Record Marketing and Sales Calls Agents must record all marketing, sales, and enrollment calls.

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Friendly Agent

MARCH 12, 2020

Hence whether you are a startup or local business (like insurance agency, real estate agent) or a big company, you cannot ignore Instagram when it comes to marketing. Instagram is great for building the brand of your insurance agency. I have connected with a lot of successful agents over Twitter.

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American Agents Alliance

JANUARY 4, 2025

Establishing strong, trusting policyholder relationships drives long-term success for many agents and brokers. Agents and brokers must balance the risk of E&O and policyholder relationships to succeed. They follow through on recommendations and are likely to follow their agents coverage advice.

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Agent Success School

FEBRUARY 22, 2022

Helping Real Estate Agents Podcast 2/24/22 Want to watch or listen to the podcast? Our YouTube Channel is: [link] or listen on Spotify or Apple to Helping Real Estate Agents Podcast. This is Tanya Eldert and this is the Helping Real Estate Agent Podcast. I can make the kind of money that my agent made. Hello everybody.

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Agency Revolution

AUGUST 21, 2024

This strategic hire completes Agency Revolution’s leadership team and underscores its commitment to providing top-tier digital marketing solutions for independent insurance agents. “I am honored to join Agency Revolution and to work with such a talented team,” said Dan Goodwin.

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Property Insurance Centre

SEPTEMBER 25, 2024

Top Building Insurance Pitfalls Here are some common pitfalls to avoid when getting building insurance in the UK: – Underinsuring. Insure your building at the amount that it will cost to rebuild it and not at the current market value when securing block of flats insurance. – Not considering inflation.

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American Agents Alliance

OCTOBER 14, 2024

Understanding millennial insurance buyers and their motivations is critical for agents and brokers selling to this demographic. How to Sell to Millennial Insurance Buyers Here are some ways agents and brokers can find success when selling insurance to millennials: Understand the preferences and buying behaviors of millennials.

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Word & Brown

OCTOBER 31, 2024

2: Build Credibility Focus on how you can assist your prospects and clients. Read our prior post, Intro to CRM Tools for Insurance Agents, to learn more about CRM and some of available platforms. The leads you receive can build your network and help fill your future sales pipeline.

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American Agents Alliance

NOVEMBER 17, 2024

These changing environmental risks also bring heightened E&O exposure for independent P&C agents and brokers, particularly as policyholders rely even more on expert advice to guide them through the shifts. Learn more about the impacts of climate change on E&O exposures for P&C agents and brokers.

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Majesco

SEPTEMBER 26, 2024

Looking at these activities helps insurers consider foundational priorities to build a future-ready insurance organization. Replacement of legacy systems and building a next-gen distribution model can fast-forward insurers to a position of competitive leadership and growth. Distribution Management today vs. yesterday. times greater.

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Constant Contact

DECEMBER 14, 2021

People looking to protect their homes, vehicles, and families want to work with an insurance agent they can trust. However, with 422,688 insurance brokers and agencies in the U.S. One of the best ways is to create plenty of positive social media posts for insurance agents. Consider this: There are 4.48

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American Agents Alliance

FEBRUARY 21, 2025

Insurance agents and brokers can also follow this strategy to connect with policyholders. Policyholders want to work with an agent who understands their needs and educates them on insurance solutions. Agents should engage with and respond to other social media posts to be involved in conversations and develop relationships.

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American Agents Alliance

JANUARY 11, 2025

As stories of resilience and courage emerge and the fires are contained, agents and brokers provide critical insurance support for policyholders. Agents are critical in educating policyholders to help close the coverage gap and ensure those at high risk have sufficient insurance protection.

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PSM Brokerage

NOVEMBER 8, 2024

Source: HealthSherpa CMS covered their new rules around Consent and Review for all marketplace enrollments at their CMS Summit for Agents and Brokers. The agent, broker, or web-broker must maintain the documentation for a minimum of 10 years. through the record of consent).

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Agent Success School

MARCH 30, 2022

Helping Real Estate Agents Podcast 3/31/22 Want to watch or listen to the podcast? Our YouTube Channel is: [link] or listen on Spotify or Apple to Helping Real Estate Agents Podcast. Almost every agent out there, with the exception of a few, is not an employee. It was usually a soapbox or a crate shipping in the dry goods.

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Word & Brown

JULY 26, 2024

When you’re just starting out in your insurance sales career, you may not realize how important soliciting and embracing customer and prospect feedback can be in helping you improve your skills, boost your future sales, and build a more successful business. You can learn what’s working and what may need a tweak.

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American Agents Alliance

JANUARY 17, 2025

Agents who position themselves as risk resilience experts can help policyholders become more educated and aware of how to improve their risk exposure and reduce the potential of losses. This, in turn, helps optimize customer retention and build long-term loyalty. Conduct personalized risk assessments.

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American Agents Alliance

JULY 22, 2024

Sales and marketing efforts are a part of every agent’s business. Using marketing strategies that align your agency to the local market can help an agent grow locally. This means marketing strategies designed to attract and retain more of the local market can help an insurance agent grow more quickly than a generic strategy.

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American Agents Alliance

DECEMBER 14, 2024

Shifting insurance market conditions will bring new risks and opportunities for agents and brokers. Adapting to these shifts will require agents to be strategic, focused, and aligned with market demands. Heres how independent agents and brokers can thrive during softening insurance market conditions.

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Smart Insurance Agents

OCTOBER 16, 2024

A medical health insurance broker helps you choose the best health insurance plan tailored to your needs. Unlike agents tied to one insurer, brokers work with multiple companies to give you unbiased options. This article will explain how brokers operate, the benefits of using one, and how to find the right broker for you.

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Bankers Insurance

JULY 22, 2024

Each year, Westfield’s top independent insurance agents are invited to nominate a local nonprofit in their community to receive a donation. The Westfield Insurance Foundation, an independent private foundation endowed by Westfield, awards the donations to support their top agents’ local communities. “As

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Distinguished

SEPTEMBER 17, 2024

“We have incredible conviction that Trevor will build a business that is responsive to his customer needs and provide exceptional underwriting results to American Surety.” “It is a privilege to spearhead the Surety program with Distinguished,” says Trevor Hash, President of Distinguished Surety.

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Distinguished

OCTOBER 31, 2024

Tell us about your mission, origins, building, collection’s basis, exhibitions, staff, and what makes your institution unique. Notify your insurer and broker as soon as possible, detailing how, when, and where the loss occurred and what property may be damaged. Paint a picture – it’s more than just what’s on the application.

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