PSM Brokerage

MAY 8, 2025

As an insurance agent, referrals are one of the most powerful tools for growing your book of businessbut they come with strict compliance rules. This quick guide breaks down what you can and cannot do when it comes to referral fees, so you can grow your network without putting your license at risk. What Is a Referral Fee?

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Final Expense Brokerage

MAY 10, 2024

May 11, 2024 10:44:08 AM Contact Us Are you interested in becoming a life insurance agent? Share: Understanding the Role of a Life Insurance Agent As a life insurance agent, your primary role is to help individuals and families protect their financial future by providing them with suitable life insurance policies.

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PSM Brokerage

MARCH 31, 2025

Exploring Business Models that Work As an independent insurance agent, reaching individual success is an exciting milestonebut it often comes with a new set of challenges. Know what youre stepping into: Startup Expenses: Licensing, branding, marketing, and initial hires. But instead of feeling in control, you feel maxed out.

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PSM Brokerage

JANUARY 7, 2025

The Affordable Care Act (ACA) has transformed the health insurance landscape, creating a wealth of opportunities for insurance agents to build successful careers. Becoming a licensed ACA health insurance agent allows you to help individuals and families find affordable coverage while building a steady income stream.

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PSM Brokerage

JANUARY 7, 2025

Are you considering a rewarding career as a Medicare insurance agent? This comprehensive guide will walk you through everything you need to know to become a licensed Medicare insurance agent, from meeting licensing requirements to growing your business in the senior insurance market. Why Become a Medicare Insurance Agent?

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License Insurance Agent Insurance Agents Agents 52

Word & Brown

MARCH 21, 2025

When youre just starting out as an insurance agent, its not always obvious what your priorities should be. After you earn your license, pick your market niche, and set up your office, what else can you do to put yourself on a path to success. Consider these priorities: Review or create a personal financial plan.

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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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Friendly Agent

SEPTEMBER 11, 2020

So you have taken your insurance exam and got a license to sell insurance. They will authorize you in states where you are licensed and the corresponding line of business. How to get a direct insurance carrier appointment as a new agent? Build your brand: Build your brand so they know you before you walk in the door.

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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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P&L Financial Services

AUGUST 29, 2024

Working as a senior benefits agent can be incredibly rewarding, yet it’s a career path often misunderstood by many. There are several myths that deter potential agents from pursuing this fulfilling profession. Agents take the time to understand each client’s unique situation, needs, and preferences.

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PSM Brokerage

DECEMBER 20, 2024

Becoming an insurance agent is an exciting career path that offers flexibility, financial growth, and the opportunity to help people secure their health and financial well-being. Embarking on a career as an insurance agent involves some upfront and ongoing costs, but careful planning can make it a manageable and worthwhile investment.

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Insurance Agent Insurance Agents Agents License 52

Final Expense Brokerage

SEPTEMBER 30, 2024

As an insurance agent specializing in final expense sales, the world around you is constantly evolving. Without staying updated, you risk falling behind on compliance or even losing your license if you inadvertently violate these regulations. Mentorship is another powerful way to continue your education.

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American Senior Benefits

AUGUST 14, 2024

#IndustryExpert/#LeadershipExpert/ August 13, 2024 Self-awareness is indeed a powerful tool that influences various aspects of our lives, from decision-making to relationship-building, and even to our overall happiness. For leaders, this quality is particularly crucial.

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License Insurance Agent Insurance Agents Agents 52

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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Building Commercial Umbrella Broker-Agent Insured 59

Agent Success School

FEBRUARY 17, 2022

Helping Real Estate Agents Podcast 2/17/22 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. We’re going to do something a little bit different with the Helping Real Estate Agent Podcast. She still battles it today.

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Agents License Building Insured 52

PSM Brokerage

NOVEMBER 19, 2024

Helpful Resources to Help Grow Your Insurance Practice As an insurance agent, navigating the complexities of the industry can feel overwhelming at times. At PSM, we pride ourselves on equipping independent insurance agents with the tools, resources, and support needed to thrive.

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Insurance Agent Insurance Agents Agents Insured 52

Friendly Agent

JANUARY 22, 2021

Soon he realized that leads which he was getting were shared with 20-30 more agents. Solution: Building a personal brand and connecting with customers via effective ads He reached out to us and informed us that he wants to generate consistent qualified leads. Try Friendly Agent to generate consistent leads for your agency.

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Agency MVP

DECEMBER 20, 2021

New insurance agents need to understand what it takes to succeed in the insurance sector. An insurance agent can find success when they set reasonable expectations, develop a robust support system, and focus on putting their customers' needs above their own. What is the Success Rate for Insurance Agents?

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PSM Brokerage

NOVEMBER 19, 2024

Why Compliance is Non-Negotiable Compliance is about doing the right thing for your clients while avoiding fines, legal repercussions, or even losing your license. Build Trust : Clients are more likely to work with agents who are ethical and transparent. These recordings must include: Introductory calls to educate clients.

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Peter J. Fournier

MAY 25, 2021

Becoming a life insurance agent is an appealing career choice for a lot of people. If you are considering a career in life insurance sales, you are probably asking yourself, how much money can I make as a life insurance agent? An agent who puts the work in can earn $100,000 in their first year and grow from there.

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Life Insurance Insurance Agent Insurance Agents Agents 52

Agent Success School

FEBRUARY 13, 2022

Agent Success School Partners With The CE Shop to Provide Their Students with an Award-Winning Real Estate Online Education Tampa, Florida, February 14, 2022 – Agent Success School is pleased to announce a new education and career resource partnership with real estate educator, The CE Shop as part of their National Expansion program.

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License Agents Building 52

Word & Brown

FEBRUARY 20, 2025

Obviously, your first priority is earning your license. Your license type depends on the answers to those questions. California offers more than 30 types of insurance license classes issued by the Producer Licensing Bureau in the Department of Insurance. Nevada has 15+ license types. What do you want to sell?

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Constant Contact

JULY 15, 2024

Insurance agents and companies are always looking for new ways to attract new business and keep their existing customers. Insurance email marketing helps agents increase customer retention, boost lead generation and conversions, and streamline communication strategies. Obtain a license to sell insurance in your state.

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Wren Insurance Agency

JULY 17, 2024

This document verifies the building roof is in good condition. If your building is more than 40 years old, you are required to have an electrical inspection form completed by a licensed electrician - verifying that all complex wiring and electrical are in good condition.

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Agency Revolution

JANUARY 15, 2025

In fact, according to Agency Forward, 79% of principal agents planned on adopting AI by 2025 (Source: Agency Forward ). Streamline Agency Operations with AI Automation When used right, AI can significantly reduce the time spent on repetitive tasks for insurance agents, producers, and CSRs alike.

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Distinguished

SEPTEMBER 17, 2024

So, for example, on a new build if they’re 30 to 60 days in, we can consider that risk. For example, on a remodeler’s project, the second floor has collapsed, or the overall integrity of the building looks compromised. Susan holds both CIC and CPL licenses and is based in New Jersey. Loss experience.

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American Agents Alliance

SEPTEMBER 11, 2024

This commitment goes beyond transactions; it’s about building enduring relationships based on trust and confidence. This is why we created a state-of-the-art agent portal called SuretyBonds.Market (SBM). This is why we created a state-of-the-art agent portal called SuretyBonds.Market (SBM).

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Smart Insurance Agents

OCTOBER 16, 2024

Unlike agents tied to one insurer, brokers work with multiple companies to give you unbiased options. Unlike agents who represent a single insurance company, brokers work with multiple insurers, offering a broader array of options to their clients.

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American Agents Alliance

SEPTEMBER 26, 2024

Insurance agents who can offer a broader range of products not only meet more of their clients’ needs but also position themselves as indispensable partners in their clients’ success. Surety bonds are essential in various sectors, particularly in construction, licensing, and public projects.

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InsuredMine

MARCH 12, 2024

Agents and brokers must adapt to these changes, but the integration of new technologies can sometimes lead to unforeseen challenges. For instance, in a more digital workflow, independent agents and brokers may face increased cybersecurity threats, and the adjustment to new processes can cause stress and errors among agency employees.

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Property Insurance Centre

MARCH 19, 2024

“Insurance companies should prioritize consumer education to build trust and ensure policyholders understand their rights and responsibilities. Insurance Agent Advocacy Insurance agents play a crucial role as advocates for policyholders throughout the claims process.

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Property Insurance Policyholder Insured Insurance 52

Agency MVP

DECEMBER 20, 2021

This creates a meaningful and significant opportunity for agents today. Building schematics and photographs can now be done electronically. This puts the agent in more control over the process. With this in mind, here are five things that you can begin focusing on in order to be a successful home insurance agent.

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Smart Insurance Agents

SEPTEMBER 28, 2024

Check the credentials and licensing of potential brokers and evaluate online reviews and testimonials to gauge their reliability and expertise. Health insurance brokers, with their extensive knowledge, offer invaluable guidance in navigating the complexities of health plans and regulations, much like health insurance agents.

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Agency MVP

DECEMBER 20, 2021

So what does it all mean and how do you go about scaling your insurance agency and building a great business? Can insurance agents make millions? How are you going to market your business so that you can build that clientele? You want to build a trusting relationship with your clients by marketing your insurance agency.

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Redbird Agents

JULY 9, 2024

If selling insurance was so easy, then why is it that roughly 10 percent of the independent insurance agents generate the vast majority of the sales? Are all independent agents good salespeople? Why Do Insurance Agents Fail? It’s a common misconception that becoming an insurance agent is an easy path to success.

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Friendly Agent

DECEMBER 3, 2020

I am talking about becoming an insurance agent. Becoming an insurance agent checks all boxes. There are many agents who work part time or started as part time agents and then transitioned to full time. How to become an insurance agent? Based on line of business, you’ll need to get licensed.

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Redbird Agents

JUNE 14, 2024

Getting a client to understand the role of annuities in their overall plan is just as hard for a fixed agent as it is for the registered rep. Life insurance agents that are new to selling annuities. You are looking to build a long-term sustainable business relationship with someone you can trust and feel comfortable asking questions.

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