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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Redbird Agents

SEPTEMBER 13, 2024

Standardize Procedures: Document every process within your agency, from client onboarding to policy renewals. A CRM helps track client interactions and policy renewals, ensuring smoother operations. This includes any contracts with agents, partners, or referral sources, as well as insurance carrier agreements.

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

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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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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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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? It may be related to quoting , policy administration, lead management etc.

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Redbird Agents

JULY 18, 2024

When it comes to buying insurance of any type, there are a myriad of choices and variables you must wade through to find the policy that works best for you. In response, they developed a dedicated app that lets you shop from the convenience of your phone to find the best policy that suits your needs.

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TGS

MARCH 4, 2025

Heres what you could face: Fines and Fees: A first offense can result in a fine of up to $500, plus additional reinstatement fees to get your license and registration back. License and Registration Suspension: Your drivers license and vehicle registration can be suspended for up to three years.

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Top Insurance Blogs

APRIL 19, 2025

However, the earlier you secure a policy, the more affordable and flexible your coverage options can be. For many young people in Australia, life insurance may seem like something to worry about later in life.

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TGS

OCTOBER 17, 2023

In order to understand the benefits of using an independent insurance agent, it’s essential to recognize what sets them apart. A captive agency is tied to one insurance carrier, which means these agents are biased to make money for their specific carrier. These agents are unbiased, so they’re motivated to serve you, not a carrier.

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Southwest Insurance Agents Alliance

OCTOBER 26, 2023

The insurance industry is a dynamic and competitive realm, where the pursuit of success demands more than just a license and a portfolio of policies. So, what are top performing agents doing differently from the rest? Here’s what you need to know.

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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. You’ll be able to connect with others and help them find the right policy for their situation. 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?

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Frankenmuth Insurance

AUGUST 15, 2024

When it comes to more intensive roof inspections and repairs, licensed professionals are always preferred. For even more peace of mind, talk to a local, independent agent about comprehensive coverage today. Contact your local, independent insurance agent for coverage advice and policy services. appeared first on Home.

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License Agents Insurance Agent Insurance Agents 101

Agency MVP

DECEMBER 20, 2021

When it comes to expanding your influence as an insurance agent, referrals are among the most effective and cheap options available. However, sometimes they need a little push to do so, which leaves agents wondering if gifts are the perfect form of incentive. Common referral gifts include gift cards, cash, and event tickets.

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Agency MVP

DECEMBER 20, 2021

If you want to create the perfect onboarding process for insurance agents today, then innovation must be at the center of the process. Innovation is the key to perfecting the onboarding process for insurance agents. Continue reading to learn the steps involved in creating the perfect onboarding process for insurance agents.

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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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Frankenmuth Insurance

NOVEMBER 7, 2024

Some regions may prohibit bumper stickers from covering license plates or essential markers. Once you’ve tackled these bumper sticker safety concerns, audit your auto insurance policy. Talk to a local, independent agent today. Contact your local, independent insurance agent for coverage advice and policy services.

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Agency MVP

DECEMBER 20, 2021

An insurance agency is only as good as the agents it hires, and without quality agents to connect with consumers, the company's overall success is at risk. Therefore, it is crucial to hire the most skilled, qualified, and personable agents for your company.

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Tosten Marketing

FEBRUARY 12, 2021

When you look at all the other agents around your business, how does your business differ? What tricks do you know about packaging policies and maximizing discounts? There Are No Magic Bullets Left When I started this business over 10 years ago I could get agents to rank locally and organically in days.

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Frankenmuth Insurance

JULY 3, 2024

Fishing license. If you’re planning on fishing, make sure your license is current. Your wallet with a driver’s license, emergency cash, and credit cards. Talk to a local, independent agent about a policy today. Contact your local, independent insurance agent for coverage advice and policy services.

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Word & Brown

AUGUST 1, 2024

A Health Insurance broker – sometimes called an insurance agent – is a licensed professional who works with individuals and businesses to help them shop for and compare insurance policies. A “captive” insurance agent is one who sells only one insurer’s products. The type of license required varies by state.

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TGS

OCTOBER 6, 2023

TGS Insurance » Blog Who to List as a Named Insured on Your Homeowners Policy When your living situation changes, it’s important to make sure your insurance still makes sense. A big first step is confirming that you have the correct person or people listed on your homeowners policy!

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Wren Insurance Agency

JULY 17, 2024

While Citizens has become a popular choice among residential homeowners in recent years - due primarily to skyrocketing private carrier costs and non-renewals from companies leaving Florida - residential HOAs and Boards of Directors are just starting to see a sharp incline in Citizens policies.

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Frankenmuth Insurance

NOVEMBER 14, 2024

Hire a licensed contractor for major damage and repairs, if needed. Review your insurance policy. Talk to your insurance agent to evaluate your homeowners insurance policy and coverages. With these or any other emergency home repairs, it’s important to work with your local, independent agent. Talk to one today.

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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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Smart Insurance Agents

DECEMBER 9, 2024

To determine the best short term health insurance plan for your specific needs, it is advisable to consult with insurance brokers or seek guidance from licensed insurance professionals who can provide personalized recommendations based on your unique circumstances. List of Short Term Health Insurance Illinois 1. UnitedHealthcare 2.

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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. Is up for policy renewal.

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TGS

OCTOBER 10, 2023

These policies are tailor-made to fit each vehicle, so when seeking coverage for a classic car, it’s important to pay attention to the following requirements: Age: The definition of “classic car” will vary from carrier to carrier. Storage: Some carriers require covered or indoor storage to qualify for a classic car policy.

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American Agents Alliance

SEPTEMBER 11, 2024

We specialize exclusively in surety bonding, and this dedication sets us apart because we have no interest in other insurance policies. This is why we created a state-of-the-art agent portal called SuretyBonds.Market (SBM). contractor licenses, motor vehicle dealer licenses, etc.). How Does a Commercial Surety Bond Work?

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Paragon Independent Insurance Agencies

JULY 31, 2024

Our knowledgeable agents at Paragon Independent Insurance Agency in Plano, TX, are here to help. The deductible is one of the most important decisions to make when choosing a homeowners policy. Lastly, the lower the deductible you choose when purchasing your homeowner’s policy, the higher your premium payments will be.

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Distinguished

SEPTEMBER 17, 2024

For example, this has been ongoing since COVID but continues to have an impact – labor and product supply, and how that impacts whether we can extend a policy depending on the circumstances. Our max policy term is 24 months total, meaning the 24 months includes the initial policy term plus all extensions.

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Distinguished

OCTOBER 9, 2024

The precise coverage afforded by any insurer is subject to the actual terms and conditions of the policies as issued. Berkley Corporation through licensed surplus lines brokers. Property and Liability products are distributed through a national network of agents and brokers.

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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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Agency MVP

DECEMBER 20, 2021

Instead of meeting face-to-face, it is now possible to demonstrate and sell virtually any type of P&C insurance policy without even needing to see the client in a traditional fashion. Trends in Property and Casualty Insurance Most insurance companies are making the underwriting and policy issuance process simpler and more streamlined.

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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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Agency MVP

DECEMBER 20, 2021

Unlike other software licensing models, where the software license is sold to the buyer and the buyer downloads the software for singular use on their systems, SaaS systems are a delivery model where buyers subscribe to the software service and pay for it on a month-by-month or yearly basis.

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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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