You have heard the old saying from the movie Glengarry Glen Ross, that talks about the ABC’s of selling: “Always be closing.” Well, I am a firm believer in a similar concept of “Always be cross-selling.” Cross-selling is one of the most powerful tools you have as an...
2023 is underway—Re-engage with clients while they plan financially for the year ahead
We’re now in March. Have you broken your New Year’s resolutions yet? Exercising is time-consuming and it can be hard to find the energy to keep up. Drinking and eating less requires some cooperation from friends and family, as well as appealing food. Being more...
Is Gen Z forgoing an insurable milestone?
Once a rite of passage to freedom and independence, obtaining a driver’s license at age 16 was considered a general milestone. However, data compiled by the Federal Highway Department is indicating that Gen Zers are not feeling the same way about obtaining a driver’s...
Better video marketing campaigns emphasize accessibility to all, garner audience growth
Video marketing is more popular than ever, and it shows no signs of slowing down. While the types of videos your agency posts might change, it’s clear that consumers connect with this type of content. However, when you’re building a video marketing campaign, it’s...
Fringe benefits and other reimbursements that are nontaxable
Comprehensive knowledge of what is taxable and nontaxable benefits is incredibly important for business owners, as well as heads of human resource departments. Employees are attracted to worthwhile benefits bundled in with their earned income and this only aids in a...
Working with young millennials and Gen Z
There’s no stopping the reality that the last of the millennial generation and the first of Generation Z are moving—rapidly—into the workforce. Many individuals from these generations have copious education, open minds and extreme work ethic. However, they differ from...
Drive-by producer or 40+ Club member?
Two of the most formidable and historical challenges that property/casualty producers face are the attainment of prospects, as well as the retention of clients. Despite the sophistication of agency management technology and the purchase of commercial lead lists that...
N.J.: Get in front of renewal increases with your clients; PIANJ offers sample letter
Across the country, the insurance-buying public has seen sharp premium increases when their homeowners and automobile insurance policies are being renewed. In many cases, premiums are outpacing claims and expenses, as well as rising higher than inflation. The rules...
Hello agents! Want to make the most out of client data?
Independent agents work to protect their clients’ biggest assets: their homes. It’s no surprise that clients need to feel they can trust their independent agent when it comes to advice on protecting something so important. What is the key to fostering (and...
Customer loyalty: A strategic advantage in insurance
What can make your agency unique or different? Why should an individual or family do business with your agency instead of another one within a 20-minute driving radius? Are your products and services wildly different from your local or internet competitors? For many...