Redbird Agents

FEBRUARY 4, 2025

For insurance agents selling final expense policies , staying informed about the funeral industry and consumer trends is essential. Consumer behaviors and industry trends shape the size and structure of policies people are purchasing. For example, one major trend is the declining face amounts of final expense policies.

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Agents Policy Insurance Agent Insurance Agents 130

Final Expense Brokerage

JUNE 30, 2024

Jun 30, 2024 5:13:42 PM Contact Us Share: Learn how to effectively address objections as an insurance agent and increase your sales success. Understanding Common Objections As an insurance agent, it is important to understand the common objections that consumers may have when it comes to buying final expense.

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Insurance Agent Insurance Agents Agents Insured 130

Final Expense Brokerage

JULY 19, 2024

In today's competitive insurance industry, developing a strong personal brand is essential for standing out and building a loyal client base. A well-crafted personal brand not only sets you apart from other agents but also builds trust and credibility with your clients. Do you offer exceptional customer service?

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Insurance Agents Insurance Agent Agents Building 130

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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Insurance Agent Insurance Agents Agents Broker-Agent 130

Redbird Agents

SEPTEMBER 10, 2024

A well-crafted fact finder is one of the most powerful tools an insurance agent can use to build relationships, close sales, and set the stage for future sales opportunities. A fact finder is a structured document or questionnaire that insurance agents use to gather essential details about their clients. What is a Fact Finder?

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Insurance Agent Insurance Agents Agents Life Insurance 130

Redbird Agents

APRIL 15, 2024

It looks like you’re here to learn how to become a Medicare insurance agent? This article breaks down the 8 steps required to start and maintain a successful career in Medicare sales and build a residual six-figure income in five years or less (I’ve coached many agents who have accomplished this in 24 months or less).

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Insurance Agents Insurance Agent Agents License 130

PSM Brokerage

JANUARY 24, 2025

Are you an insurance agent scrolling through endless forums and blog posts, looking for ways to level up your Medicare Advantage sales game? Medicare Advantage sales arent just about making a quick buck; theyre about building a financial safety net that grows with every policy you sell. Sell 75 policies?

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Policy Building Agents Insurance Agent 93

Final Expense Brokerage

APRIL 25, 2024

This guide delves into tools, methods, and tactics that can help you advance your career from being a decent agent to truly excelling. Utilizing the Benefits of CRM Software: A crucial tool for a life insurance agent is a Customer Relationship Management (CRM) software. This often led to delays and missed opportunities.

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Insurance Agent Insurance Agents Agents Life Insurance 130

PSM Brokerage

JANUARY 31, 2025

Introducing Life Insurance 101: A Turn-Key Presentation for Agents At PSM Brokerage , we know that educating clients about life insurance can sometimes be challenging. Agents can personalize the presentation with their own logo, colors, and branding to maintain a consistent and professional look. Why Use This Resource?

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Life Insurance Insured Insurer Insurance 109

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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Life Insurance Insurance Agent Insurance Agents Agents 100

Redbird Agents

FEBRUARY 4, 2025

Here are a few real-world examples of what final expense agents often encounter: Rural Adventures You have an appointment in a rural area, and the only thing between you and your clients front door is a 2,000-pound bull. Many will show their gratitude in ways that go far beyond just buying a policy.

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Agents Life Insurance Underwriter Underwriting 130

Friendly Agent

SEPTEMBER 21, 2020

The movie tackles the lives of stockbrokers and also talks about the life of their partners, insurance agents. When you think you would be able to find valuable satisfaction in life when you help protect the security and well-being of people dear to you, the career as an insurance agent is very fulfilling. Here we go.

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Insurance Agent Insurance Agents Agents Broker-Agent 130

Final Expense Brokerage

MAY 15, 2024

May 15, 2024 11:34:08 AM Contact Us Uncover the secrets behind insurance agent commissions and learn how to maximize your earnings in this competitive field. Share: Exploring the Basics of Insurance Agent Commissions Insurance agent commissions are part of the reasons people are interested in becoming agents.

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Insurance Agent Insurance Agents Agents Insured 100

Redbird Agents

SEPTEMBER 13, 2024

Post weekly updates about new policies, discounts, or helpful insurance tips to engage visitors and increase visibility. insurance agent in [your city]”) in your GBP and across your website. insurance agent in [your city]”) in your GBP and across your website. Tip – you can and should automate this!

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Insurance Agency Insured Insurer Insurance 241

Distinguished

JANUARY 22, 2025

Distinguished offers a Renewal Certificate Endorsement , now available for eligible Contractor’s Pollution Legal Liability Plus (CPL) and Contractor’s Pollution & Professional Legal Liability Plus (CPPL) policies. Property and Liability products are distributed through a national network of agents and brokers.

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Policy Broker-Agent Inland Marine Liability 52

Final Expense Brokerage

NOVEMBER 30, 2024

In final expense insurance, agents often deal with sensitive questions that touch on the client’s financial worries, family security, and end-of-life concerns. Navigating these questions with empathy and understanding is crucial, as it helps build trust and reassures clients during an emotionally charged process.

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Agents Life Insurance Policy Insured 130

Solstice Insurance Broker

JANUARY 23, 2025

Brokers should advocate for clients year-round, assisting with claims and policy updates. Be the Lighthouse In the often murky waters of insurance jargon and policy complexities, your role as an insurance broker is akin to a lighthouse. Be proactive about policy updates that might affect them.

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Out-Of-Pocket Broker Insurance Broker Deductible 100

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. Start by tracking: Key Performance Indicators (KPIs): Lead conversion rates, client retention, policy volume, and average revenue per client. Ready to Scale Smarter?

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Insurance Agency Building Insured Insurer 52

PSM Brokerage

JANUARY 23, 2025

For agents, this means there is a consistent and growing pool of potential clients who value the comprehensive coverage and flexibility that Medicare supplements provide. Cancer and Critical Illness Plans: These policies provide extra protection for unexpected health crises, which can be particularly attractive to seniors.

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Out-Of-Pocket Agents Life Insurance Policy 77

Final Expense Brokerage

MAY 31, 2024

Understanding and appreciating cultural diversity allows insurance agents to better serve their clients and provide them with tailored insurance solutions. By recognizing the cultural nuances and specific needs of different communities, insurance agents can build trust and establish meaningful relationships with their clients.

Insurance Agent 130

Insurance Agent Insurance Agents Agents Insured 130

Final Expense Brokerage

OCTOBER 23, 2024

Oct 24, 2024 1:53:43 PM Contact Us Share: Gain valuable insights for building trust with senior clientele. As an insurance agent, your role goes beyond just making a sale. This requires building relationships based on trust, empathy, and transparency. It involves offering reassurance, guidance, and comfort to your clients.

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Building Insured Insurer Insurance 130

Final Expense Brokerage

OCTOBER 31, 2024

Selling final expense insurance goes beyond policies and payouts; it’s about providing families with a sense of security during challenging times when emotions run high, and decisions are difficult. Storytelling plays a key role in helping insurance agents form strong emotional connections with clients on a personal level.

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Insured Insurer Insurance Building 130

PSM Brokerage

MARCH 12, 2025

For insurance agents, this growing Medicare market represents a significant opportunity. Agents who specialize in Medicare can position themselves as trusted advisors, helping clients compare Medicare Advantage, Medicare Supplement, and Part D prescription drug plans.

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Agents Insurance Agent Insurance Agents Building 52

PSM Brokerage

JANUARY 29, 2025

Technology is reshaping the way insurance agents do business, and at the forefront of this transformation are artificial intelligence (AI) and automation. With the right tools, agents can now work smarter, close deals faster, and provide a better experience for their clients. Related: How to Build a Winning Prospecting Strategy ) 2.

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Insurance Agent Insurance Agents Agents Insured 52

InsuredMine

JANUARY 16, 2025

Lets explore the top five metrics every insurance agent should monitor for smarter decision-making! Key indicators include the total number of policies sold, premium revenue generated, and average policy value. This metric indicates the percentage of clients who renew their policies upon expiration.

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Insurance Agent Insurance Agents Agents Policy 98

PSM Brokerage

JANUARY 29, 2025

Heres how you can elevate your customer service game as an insurance agent. Be Proactive, Not Reactive The best insurance agents dont wait for their clients to reach out with concernsthey stay ahead of the game. How you can apply this: Schedule annual policy reviews to ensure clients have the right coverage.

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Insurance Agent Insurance Agents Agents Insured 66

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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Agents Building Life Insurance Insurance Agent 52

Redbird Agents

SEPTEMBER 13, 2024

Standardize Procedures: Document every process within your agency, from client onboarding to policy renewals. Cultivate Partnerships: If you haven’t already, build strong relationships with referral partners such as doctors, pharmacies, or financial advisors. This protects your ownership stake and makes the sale process smoother.

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Broker-Agent Broker Agents Insurance Carrier 240

Final Expense Brokerage

MARCH 29, 2024

This article delves into the importance of fostering trust in insurance sales and offers practical tactics for insurance agents to gain their clients' trust. The Importance of Trust: Basis of Connections: Trust lays the groundwork for any relationship, including the bond between insurance agents and their clients.

Insurance Agent 130

Insurance Agent Insurance Agents Agents Insured 130

Final Expense Brokerage

SEPTEMBER 30, 2024

As an insurance agent specializing in final expense sales, the world around you is constantly evolving. For example, states may introduce new guidelines around how final expense insurance policies are structured or sold. As an agent, your clients rely on you to explain these products in a clear and comprehensible way.

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Agents Insurance Agent Insurance Agents Policy 130

Wren Insurance Agency

JANUARY 29, 2025

New construction homes inherently have less risks, due to their requirement to meet current building codes and standards of safety. Less risk means less cost, making these policies typically more affordable for the homebuyer. Or, if you're a Wren client, your dedicated agent would be happy to get you started with this type of policy!)

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Home Insurance Policy Insured Insurer 52

Final Expense Brokerage

APRIL 3, 2024

As more individuals rely on the internet for insurance research and purchases, digital marketing has become an essential element for insurance agents to stay competitive in the industry. Moreover, social media serves as a platform for agents to showcase client testimonials, build credibility, and nurture trust among their audience.

Insurance Agent 130

Insurance Agent Insurance Agents Agents Insured 130

Redbird Agents

SEPTEMBER 13, 2024

Whether it’s life insurance, auto insurance, or health policies, an effective marketing strategy can help build brand awareness and streamline the process of reaching and converting new customers. Build strong relationships with your customer base. Scale growth while reducing CAC through optimized digital marketing strategies.

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Insurance Agency Insured Insurer Insurance 130

HBW Leads

MAY 23, 2024

A Guide for Insurance Agency Owners Training New Agents As an insurance agency owner, one of the most crucial skills you can teach your new agents is effectively building rapport with clients over the phone. Active Listening One of the most critical aspects of building rapport is making the client feel heard and understood.

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Building Agents Insurance Agency Insurance Industry 52

PSM Brokerage

NOVEMBER 26, 2024

The Contract Year 2026 Policy and Technical Changes introduced by CMS bring significant implications for Medicare agents, particularly those selling Medicare Advantage, Part D, and supplemental plans. This means agents must work diligently to ensure their communications meet CMS standards to avoid penalties.

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Agents Policy Building Protection 52

Final Expense Brokerage

AUGUST 16, 2024

As an insurance agent, your role is not just transactional but deeply relational. You’re not simply selling a policy—you’re offering comfort, reassurance, and the security that comes with knowing one’s final wishes will be honored without burdening loved ones. Sharing stories can be a powerful way to build this trust.

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Agents Policy Building Insurance Agent 130

Final Expense Brokerage

JUNE 14, 2024

June 12, 2024 6:13:33 PM Contact Us Share: The Best Presentation Model For Insurance Agents Crafting an effective final expense sales presentation that fits into a 10-minute window is both an art and a science. It's essential to balance conveying critical information while building trust and rapport with your prospective clients.

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