What Is a CRM? Customer Relationship Management software, or a CRM, helps businesses manage their interactions with customers and potential customers. The goal of a CRM is to strategically connect
Articles

How to Host Compliant Educational & Sales Events
Hosting both educational and sales events are integral parts of being an insurance agent. It can be tricky to make sure you are adhering to all the CMS regulations for

Client Retention: Handling Difficult Client Conversations
Navigating difficult conversations with clients is an essential skill for Medicare agents, especially in an industry where choices can be complex and emotions are often high. Beneficiaries rely on agents

Client Retention: How to Capture and Retain Clients
Enrollment Periods are some of the most critical and busy times of the year for agents. You invest significant time and energy into acquiring new clients while maintaining your current

How to Use a Call To Action to Get More Leads
One of the key guidelines of marketing, is to include a call to action, also known as a CTA. These are very short phrases that urge your audience to do

How Agents Can Find Local Event Opportunities
Local events can be an excellent strategy to connect with potential clients. Events like senior expos or community gatherings provide a platform to: Engage with Medicare Beneficiaries in Your Area

Guide to Becoming a Licensed Insurance Agent
Here’s a fun fact – you don’t need to have a degree or be a sales wizard to become a licensed insurance agent. You need a tool belt of soft

Programmatic SEO & How it Could Benefit Your Business
Let’s talk about SEO or Search Engine Optimization. This is what boosts your website’s visibility on search engines. It helps connect user searches to specific content on your site through

Email Marketing to Clients: 10 Best Practices
10 Email Lead Generation Strategies 01. Build a Targeted Email List The foundation of success lies in reaching the right people. Don’t waste your efforts on a shotgun approach. Instead,

10 Video Content Ideas for Your Insurance Agency
As digital marketing rapidly progresses, it has become more important for businesses to stay on top of the newest resources and trends. Social media platforms like Instagram and Facebook offer

Social Media Success Guide
Social media platforms’ rapid emergence and popularity have redefined how businesses, including insurance agents, engage with clients. Now, more than ever, an online presence is not just beneficial but essential.

Mastering Client Loyalty for Unstoppable Growth
The relationship a Medicare agent builds between their prospects is highly impactful. An agent’s success is affected by their ability to retain clients, which in turn significantly depends on the

Mastering the Art of Blogging
Blogging can be an influential tool for Medicare agents. It provides an opportunity to share valuable information, showcase expertise, and connect with clients on a deeper level. However, crafting a

Email Marketing: Innovative Campaigns to Engage Prospective Clients
As an Insurance agent, one of your main objectives is to consistently generate new leads and convert them into clients. In an age where digital communication is key, email marketing

E-Mail Marketing For Insurance Agents
Even though social media seems to be the most popular form of communication, e-mail marketing still holds a very valuable place in any marketing strategy. According to Techjury, 29%

How to Generate Quality Leads Using Social Media
As an insurance agent, it’s important to connect with your existing and potential clients, and social media makes it easier to reach both audiences more frequently and efficiently. Using it

Top Sales Strategies for a Successful Business
Some people are natural sellers who can influence people with their charm, charisma, and enthusiasm. Even if these characteristics don’t come naturally to you, you can still be a highly

Choosing Strategic Digital Marketing Solutions
Creating effective digital marketing campaigns can be overwhelming and difficult to understand. In this e-book, learn how to choose strategic digital marketing solutions for your campaigns. Who? Who are

6 Methods to Increase Customer Referrals
Customer Referrals are an effective and easy way to grow your book of business! In this E-Book, learn more about the methods you can use to increase your customer referrals!

Cold Calling: How To Survive & Thrive (While Staying Compliant)
Cold calling is both a cornerstone and one of the most dreaded aspects of sales. It doesn’t have to be frightening, though. With proper preparation and experience, you will become

3 Free Easy-To-Use Design Tools
The Importance of Marketing Marketing is the cornerstone of any business. Communicating your services to potential clients is essential, as is making the materials look interesting and compelling. Word processing

SEO Optimization Tips for Insurance Agents
Do you have a website for your insurance sales business? If you don’t, you should set one up, considering how it will help advertise your business and bring potential leads

CMS Guidelines for Communicating With Clients
As a Medicare insurance sales agent, it’s important to be aware of government files and regulations governing how you can contact potential clients. Included in the scope of compliance requirements

3 Techniques for Impressing Your Clients in an Appointment
First impressions are everything, and it is no different when it comes to meeting with a client for the first time. They want to know that they can trust you

How To Generate Local Leads with Digital Marketing
For an insurance agent, leads are how you continue to grow and expand your business. There are many different methods for agents to generate leads, but through digital marketing, agents

CRM Software Suggestions to Help Manage Your Business
If you’re in insurance sales, you’re probably familiar with the struggle of keeping track of all your contacts, from new leads to ongoing customer care. Many customer relationship management (CRM)

Quick Guide: How Top-Producing Agents Achieve Success
As an agent, you must have clear goals of what defines your success. From your daily routines to your commitment to your process, you need to be motivated and excited

4 Ways to Create and Build Relationships with Clients
Client relations are a key element to growing your business. Creating, building, and maintaining a relationship with current and prospective clients will allow you to become a resource for their