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 […]

5 ways for insurance agents & brokers to save time & get more done

July 11, 2017

5 Technologies To Save Time & Get More Done

The agency/broker channel is under plenty of pressure. We all want teams that act like champions. A culture of productivity. Better communication. Less wasted time. But if we just throw that pressure on our team, they’ll push back. And if we just throw it on ourselves, we’ll burn out. These are problems that a lot […]

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. […]

Top 6 Ways to Use Video in Your Agency

May 23, 2017

The Top 6 Ways to Use Video in Your Agency

Everywhere you look, video is becoming an important part of marketing strategies. In fact, the momentum around video is simply incredible: according to Wyzowl, 84% of consumers have been convinced to make a purchase after watching a video. That’s why, for agency owners, it’s critical that you pay attention to and utilize this medium as […]

Replay: Becoming an Independent Agency

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