Free Download-How to Build a Referral Network!

Are your clients reluctant to give out personal referrals? Most clients have no problem giving you the name of a professional with which they work.

Download this free guide to learn how to create a network of business professionals. The How to Build a Referral Network guide comes with a worksheet to collect professional referrals from your clients and sample scripts to use to contact them.

Why you need a website

Are you in the internet dark ages?I’ve been on the internet since 1994 and it amazes me that I still get questions from agents and advisors about “Why do I need a website”?  Most insurance agents see a website as a digital extension of their business card.  If they have a website at all, they set it up and forget about it.  A website can be so much more than your digital calling card.  You can use your website to generate leads, build relationships, create rapport and educate your clients and prospects.

Generate Leads

This is probably the biggest reason to have a website, to create your own leads for free.  How do you create free leads from your website?  I’ll be going over how to capture leads in future posts but just to foreshadow some of that content, you create a “freemium” (free + premium) give away in exchange for contact information.  The freemium can be a white paper, video or e-mail education course but it needs to be worth the effort to give up their email address to you.

Build Rapport and Relationships

With your website and blog, you can let your personality shine through.  Your prospects and clients can come to find out about you and not just the products and carriers you represents. This also build the rapport you need to strengthen the relationship between you and your clients.


Use your site as a way to give good information to your prospects and clients.  Do you have questions that you get asked over and over again?  Create a Frequently Asked Questions page to address those inquiries.  You can provide other information to help clients self educate them on your products.  You can create videos explaining concepts or build links to other sites with good information.  By you taking the time to educate your market, you are endearing them to purchase from you.


Image credit:  Matteo via Compfight


5 Social Media Tips for Insurance Agents

Social Media tips for insurance agents

Are you an insurance agent who’s heard about social media and don’t know where to start?  The three big social media sites are Facebook, LinkedIn and Twitter.  Each site has a different purpose and audience but there are some best practices that you can use on all of them.  Here are some quick tips to help improve your branding, gain connections and build your online presence.

Have a complete profile

It doesn’t matter which sites you are using but an incomplete profile makes you seem less trustworthy than one that is complete.  You want to build credibility so make sure that you’ve taken the time to complete your whole profile.

Use a Professional Photo

There are a lot of people that will not connect with you if you don’t have a photo on your profile.  Use a professional image and not one that you’ve cropped from a family outing.  Try to use the same photo across sites to build brand continuity.


Cross promote your social media profiles in your business cards, email signature, presentations, mailers, monthly newsletters etc.  You want to drive traffic to your social media profiles, connect to your audience to build your credibility and stay top of mind so next time they are looking to purchase the services you provide they think of you first.

Engage your Audience

You want your audience to interact with you.  Ask open ended questions and let them leave a response on your page.  Provide relevant information that they can easily share with their followers.

Don’t always Sell

The point of social media is to connect to your audience and build your credibility.  You will turn off your followers if all you do is sell.  It’s alright to sell them occasionally but if every single post is pushing for a sale you will see people stop following you.  Work hard to build rapport with your audience so that when they’re ready to buy, they will come to you.

What’s your best tip for building an audience?  We’d love to hear your answer.


Submit MyConcierge Case

Automate My Insurance Agency

In this video, learn how to submit a MyConcierge case.  MyConcierge is an optional service where you can submit a life insurance lead to the MyConcierge team and they  will act as the life insurance specialist in your office and call to the client and take them through the life insurance sales process from submission […]

Continue reading...

Submitting a Life Application

Social Media tips for insurance agents

Submit a Life Insurance Online This short video walks you through how to submit a life insurance application online via the One E-system.  If you didn’t use the e-sign capable app, this is another option to submit your clients application. If you are an independent  insurance agent and are looking for a forward looking, technologically […]

Continue reading...
%d bloggers like this: