3 Questions You Must Ask To Make Your Customers Hearts Sing

August 15, 2017

3 Questions You Must Ask to Make Your Customers Hearts...

Imagine this. You’re pursuing a deeper relationship. With a date, for example. You know you have to communicate. In today’s world, a reliable flow of texts, emails, phone calls need to issue forth from your technology to the object of your desire. But it’s not just the frequency of communication that matters. What, ultimately will […]

The Importance of Strategic Branding

August 8, 2017

The Importance of Strategic Branding

What’s the vision you have of your insurance business? In the ideal world, what does your end game look like? In order to answer these questions, and more related to your business’ growth, strategic planning is critical to staying on track and reaching your goals. Branding The most crucial aspect of branding and the vision […]

9 Insurtech Leaders Predict the Future: What Agents & Brokers Must Do to Fight Back

August 1, 2017

9 Insurtech Leaders Predict The Future: What Agents & Brokers...

The insurtech controversy. Will it hurt agents? Can they survive? Or – best case scenario – will the tsunami of new technology help agents thrive like never before? Clearly, most insurtech is hostile to the agent-broker channel. But, some see a silver lining. (Myself included.) That silver lining looks like this: Agents and brokers who […]

Social Media Marketing for Insurance Agents Fuels Growth blog article from Agency Revolution

July 25, 2017

Social Media Marketing for Insurance Agents Fuels Growth

Social media is a two-way channel where you have the opportunity to build and enrich relationships with your customers and prospects. From Facebook to Instagram, your audience is using social media to socialize, learn, and buy. If you want to fuel growth and create relationships that are stronger and last longer, social media is the […]


July 18, 2017

How to Know if You Should Pick-up the Phone or...

According to a Forbes article written by Larry Alton, Millennials prefer text and email over phone calls. Millennials as a whole are less formal, and this spills into the work environment. Especially when 53.5 million workers in the workplace are millennials (Pew Research Center 2015). Also, Millennials as a general rule use whichever form of […]

3 Ways to boost your insurance agency or broekrage's top line revenue. 1 hard. 2 easy.

June 27, 2017

Boost Your Agency’s Top Line Revenue with the “Big 3”

To demonstrate how a paradigm shift can help you achieve the big things on your to-do lists while managing the little things, renowned educator and author Stephen Covey shares a story that goes something like this:  On a table sits an empty jar alongside a handful of large rocks and small pebbles. The challenge is […]

7 Productivity Tips for Insurance Agency Automation Systems article from Agency Revolution

June 20, 2017

7 Productivity Tips for Insurance Automation Systems

1. Automatically Send a Text Message When a Customer’s Email is Down Did you know an automated system can quickly identify and react to changes in your customers’ profiles? Our Invalid Email campaign automatically detects when a customer email goes bad and alerts your staff so they can contact the customer to fix the email. […]

The HEART Method

June 6, 2017

Using ‘The HEART Method’ to help an unhappy client

When you work in Client Services or work in a position where you could encounter an unhappy client – it’s always great to have a few tools in your back pocket. I was recently reminded of this one just the other day – and it’s a great one… It’s called ‘the H.E.A.R.T. Method’ and it’s […]

9 Secrets to Amazing Strategic Partnerships for Insurance Agents & Brokers

May 30, 2017

9 Secrets to Amazing Strategic Partnerships for Agents & Brokers

What’s the easiest way to get swamped with new prospects and clients “in bulk”  – not just one-at-a-time? For insurance agents and brokers, certainly one of them is through the careful and strategic recruitment and management of strategic partnerships. Other people will flood your firm with referrals. (Flood…NOT trickle.) Many will do it for free. […]

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