Here are a few ways agents can set themselves apart. Your agency values should include the following. Agents repeat after me. 

Each Client Is Unique - We know your insurance needs are one of a kind and require personal attention.  Your family may require certain kinds of coverage and we will make sure you understand that.

Education Comes First - Before we even talk about insurance, we want to...

February 7, 2019

The best relationships are built to last.  Long-term financial relationships are much more than a quick transaction or low price.  Recent surveys by JD Power & Associates found that consumers actually valued long-term relationships.  There are many ways agents can build value and create lasting positive relationships with their clients.

Why Lasting Relationships Matter

If you listen to m...

November 7, 2018

Everyone is talking about branding these days. But what we don’t hear about is how your firm can build a brand that goes beyond the log and tagline? Here is how we might help you create and build your brand.

1, Build on your firm’s name. Keep that consistent across all platforms

2. Use unique images and content that bring people back to your name.

3. Create value propositions.

4. Do not use industry...

May 24, 2018

You can read articles every day on the internet about how traditional selling is dead, and that we all need to embrace the new age of selling.  Here are some of the titles of articles on selling I found during an internet search this last month.

“Selling is Dead, Sales Live On”

“Social Media is the New Producer”

“Is Relationship Selling Dead?”

“How to Sell--New Age Terms”

“Sell with Intensity”


May 11, 2018

People are hungry for great customer service.  On average, 40% of customers who suffer through bad experiences stop doing business with the offending company.  However, a company should not deliver outstanding customer service just to make money—they should do it because it is the right thing to do.  We believe that a happy and satisfied customer will become your ally, and you become their trust...

December 23, 2017

December 22, 2017

Insurance agents should always be considered a trusted advisor. As such, there are many unique skill sets an agent should possess. Without these skills you run the risk of having the wrong insurance program, being un-informed regarding your risks, and be frustrated whenever you call or meet with your agent.

Here are some of the skills of a trusted advisor

  • Has under taken additional training in...

December 7, 2017

Insurance cannot be viewed as a product, but rather a relationship.  Insurance buyers need to understand that the insurance relationship consists of the agent, the buyer, and the insurer.  The insurer does not really care about the buyer; they offer a set of products.  The agent is the one who should care about the buyer, and develop a relationship through education, not selling.

You wi...

September 15, 2017

Newsletters are a great tool to educate and connect with clients and prospects. Here are few don’t when it comes to newsletters.

  • We don’t need to see pictures of your office. It is OK to share staff photos with information about them, but who really cares if you painted your walls?

  • Once a year is not enough, you need to connect with commercial clients once a month, personal clients, mayb...

September 1, 2017


Make Sure You Have Full Support From The Top.
If the boss is not on board, he/she will not like to see you blogging and tweeting throughout the day.

Social Media Should be Part of Your Overall Marketing Plan
Your company’s marketing or PR program should have a strong social mediaelement. These should complement and be dependent upon each other.

Have a Consistent Message...

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