Things are always changing for insurance agents an agencies, but they are manageable and despite the competition you can continue to survive and thrive.

In the episode I'm going to talk about some things that are affecting insurance agents and insurance agencies this year and what we can do about them. 

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Disclaimer: Any views or opinions here are provided for purely informational purposes.  Nothing is to be construed as advice of any kind.

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A little bit of technology can really change your insurance agency's customer pipeline.  In this episode, Justin and I will discuss lead generation, follow ups and retention.  Having the right software can really help you take your business further and also to save some clients that you might lose.

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In this episode I will discuss some short-term and longer-term trends in commercial and personal lines that insurance agents can use to get new business or to work on a plan for the future.  P&C insurance agents (property and casualty agents) have a lot of opportunity to quote different things, which means that even when the economy changes or we have social shifts, your insurance agency can continue to thrive.

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People are likely losing some clients as small businesses close and as drivers are working from home, and thus looking for ways to save money on car insurance. You can't win them all, nor can you keep every client. There are only so many hours in the day, so decide what you can and cannot focus on.  In this episode I discuss retention, basic questions to ask, and review a simple strategy to implement.

--- Remember to check out startamembershipclub.com to learn about helping your retention by offering more than just insurance ---

Being proactive in with your insurance agency clients can save you time, headaches, and help you retain your clients.  Retention is a big part of the insurance industry, so make sure that you are focused on it.  I have a simple 4-step plan that I like in situations when there is a major rate increase or potential non-renewal.  If you take steps early, you can make sure that you clients know that you are there for them.

--- Check out startamembership.com to create your own client club for your insurance agency ---

Does your insurance agency stand out?  It's getting harder, but that just means that you need to come up with a plan. Do you have a niche or are you a generalist?  Is it time for a change.  Are you working with referral partners that can delver you a pipeline of clients or are you focused on getting one new client at a time?   In this episode, we will talk about these key ideas.

Your monoline clients are big opportunity.  If you are not offering your current clients more than one policy, then you may be missing out on one of the most untapped resources in the insurance industry.  I will be discussing this key topic in this first episode of 2021.

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Checkout startamembershipclub.com to learn how to strengthen your branding and increase revenue at your agency
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2020 is almost over and things surely have changed for insurance agents.  2021 looks to be a promising year.  It's the year that you are going to launch your new market plan to grow your insurance agency.  Let's talk about personal lines and commercial lines and some of my expectation for the coming year.