You hear it all the time: Insurance agents who want to compete in today’s market need to adopt technological solutions to help them find, convert, and retain clients.  The problem is you didn’t become an insurance agent to spend all your time managing different technology solutions. Your first priority is to your clients. Anything that […]

Referrals are one important channel of a personalized marketing plan. Here is a list of ways you can improve the process through which you receive referrals to your insurance agency or brokerage. I invite you to read through the list below and ask yourself how you are doing in the various areas I have highlighted […]