Not everyone is cut out to be an insurance agent. The successful ones are caring, responsive, organized and detail-oriented. Even those that aren’t as successful probably share at least some of those traits. So generally speaking, customers who think their agents will fit a certain “type” are probably going to have their expectations met. Agents, […]
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When you’re working a new lead, you can explain your products different ways: by email, over the phone, in person, or a combination. There are advantages to each. Email provides flexibility for your lead to review materials at their convenience and gives you the opportunity to include lots of information and links. A phone call […]
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Most insurance agents get referrals from multiple sources and pitch their products different ways depending on who made the referral. For instance, you might approach your father-in-law’s business partner more formally than you would the friend of someone on your softball team—unless your father-in-law told you that his business partner was a jeans-and-T-shirt guy and […]
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Stories can take shape in many different ways—factual accounts, cautionary tales, parables, humorous anecdotes, and more. A good story will have three basic elements: 1) Introduction of Circumstances (who is involved, what is the beginning situation) 2) What Happened (who acted or did not act, what outside forces played a part) 3) The End Result […]
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The insurance industry is changing, and no one knows this better than agents. Since the Internet became a more practical part of our lives, more adventurous shoppers have tested the waters of buying direct. In fact, “66% of North American auto customers who leave do so because of price,” a 2015 survey finds, noting that […]
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There is a standard story structure identified by scholar Joseph Campbell that he calls the Hero’s Journey, and it can be summarized briefly like this: A protagonist encounters a call to adventure, which he or she initially tries to refuse. The protagonist gets pulled into the fray anyway and must test their mettle against an […]
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