by Syndicated Insurance Resources | Aug 29, 2017
Generating leads is key to your success in insurance. The more leads that come across your desk, the more you increase your chance of making a sale.
Let’s face it, getting a lead and converting it into a sale takes a lot of work. Being successful requires many steps from lead generation to fact-finding interviews to the quoting process to closing the deal. We’ll spend time covering each step in the process in future blog posts.
For now, let’s start at the beginning by exploring a few easy ways to generate leads that you may not have previously explored.
Here are five ways to generate leads you may want to check out:
- Ask Existing Clients: Reach out to your current list of customers. Tell them type of people you’d like them to introduce to you. Then ask to them make the introduction. It is that simple. Connect, define, ask. Send your client a handwritten thank you note. Be sure to include a gift card to Starbucks or something similar.
- Find Closing Agencies: Reach out to an agent who is retiring or changing careers. Ask them if you can buy their list from them. Make sure you give them a fair cash offer. Work the list by sending out handwritten introduction notes. If you’re pressed for time, you can send emails to the list but send the introduction emails one by one and make them personal and engaging.
- Revive Cold Leads: Use sales expert Jeff Shore’s 5+5+5 method. Send five handwritten notes to old leads. Reintroduce yourself, reconnect and let them know you’ll be calling to see how you can help each other. Wait five days and then call the people you sent the note to five days earlier. Repeat this process for five days. You’ll be surprised how many people say “I’m glad you called.”
- Upgrade Your Online Presence: Everything is online today. Make sure you have a professional website that makes it easy for people to understand what you offer and how to connect with you. Build a presence on LinkedIn and/or Facebook, too. Whatever you do, make sure you keep everything current and up-to-date.
- Register and Attend Our Webinar: We’re giving away ten free leads to every person who registers and attends our 30-minute “How To” webinar. Attending this webinar is a no-brainer because you learn how to use a FREE tool that automates your ACORDS and gets your quotes faster. The next webinar is Thursday, Aug. 31 at 2 p.m. ET. Learn more about the webinar. Sign up today!
by Syndicated Insurance Resources | Aug 28, 2017
Morrow Insurance Group’s Property & Casualty Underwriter Agent Angela Morris registered and attended our recent 30-minute webinar about how to automate her ACORD process using an easy online tool we offer through our Appulate partnership.
Just by registering and attending, Anglea’s name was drawn to win a $50 Amazon gift card.
With more than 12 years in the insurance industry, Angela enjoys supporting Morrow Insurance Group clients. She shared that the brief webinar showed how quick and easy it is to find markets for workers’ comp and other insurance needs using our Appulate tool.
Every person who registers and attends our webinars receives 10 free leads and is automatically entered into a drawing for a $50 Amazon gift card.
“The webinar provides tips for using the ACORD tool,” said Angela. “Syndicated Insurance Resources tools give me access to so many markets.”
Do you want 10 free leads? Do you want to get faster ACORD submissions and quotes? Do you want to win an Amazon gift card?
Stop pushing paper and using manual processes. Register to attend our next webinar (Aug. 31 at 2 p.m.) and learn how easy it is to create and submit ACORDS without an agency management system.
Register for Webinar
by Syndicated Insurance Resources | Aug 25, 2017
Do you serve clients in Alabama or Georgia? Are they hard to place?
Syndicated Insurance Resources can help.
Our program is designed for brokers who have a workers’ compensation risk in Georgia or Alabama, and accepts all classes of business.
The program:
- Accepts new ventures and clients with high debit mods.
- Gives 10% commissions or higher.
- Provides very competitive rates with the involuntary market.
- Takes accounts as small as ONE employee.
- Allows owner’s to be excluded.
The minimum fees are approximately the same as other carrier’s minimum premium requirements and the payment terms are pay as you go. The carrier is rated A+ by AM Best.
You have everything to gain by partnering with Syndicated Insurance Resources to find workers’ comp coverage for your Georgia or Alabama clients. Email or call us today: [email protected] or 877.333.8195.
by Syndicated Insurance Resources | Aug 22, 2017
You sell something everyone needs – insurance. Businesses rely on you to provide advice about the various types of coverage and the options that might work best for them.
Selling insurance sounds easy enough. Unfortunately, you’re not the only one offering insurance policies; especially with more than 1.6 million agents and brokers in the U.S. This means you have to find ways to stand apart from your competitors.
Companies looking for coverage typically move quickly and pay attention to the first broker that gets back to them with the best-fit product and premium. Employers like to shop around for the best deal to make their funds last.
Your Competition is Fierce
Once you know what type of coverage an employer is seeking – you invest time shopping for policy options that meet both their needs and budget. But to do this well, a good deal of knowledge about which carriers offer the types of coverage your clients need is required.
Let’s face it—insurance is complicated. Further adding to the complexity, insurance coverage options vary from state to state AND from company to company within the same state. You really must know what you’re doing, where to access options and how to explain the policies to keep afloat.
With so many policy options available, you have to be on your A-game to have a seat at the table and get your options selected.
The old process for getting quotes involves filling out forms and making phone calls to get quote options. This approach is time-consuming and costly because you can jump through all the hoops and quickly lose the opportunity to someone else.
Stop Manual Processes – Automate Your Market Access
In today’s technology-based society, there are many ways to use technology to get your quotes faster.
The key is finding the right combination of tools that help you quickly access a vast array of markets and unique offerings that you can potentially offer your customers.
You can sign up for a free account to do just that at Syndicated Insurance Resources. Yes, FREE. We help you save time and money because you upload one ACORD and access more than 150 markets within minutes.
By using our system, your time filling out forms and making phone calls to carriers becomes a thing of the past.
Using technology makes the process of quoting and responding to customers faster. In turn, you are guaranteed to get a seat at the table and grow your business.
By using Syndicated, you can even get higher than average commissions.
To Grow or Not to Grow – The Choice is Yours
You can continue to spin your wheels using the tired, laborious manual processes. Or you can streamline what you do and how you do it quickly and easily.
The choice is yours. Are you going to let your competitors win the business you desire? Or are you going to make use of free services that can help you get quotes faster?
Sign Up Today!
Already signed up and don’t know how to make the most out of it? Call us at 877.333.8195 or email us today.
by Syndicated Insurance Resources | Aug 15, 2017
You want to make sales, but you need to people to sell to first. You realize you need to connect with your prospects and let them know how you can help them.
You’ve tried cold calling, and that isn’t producing the results you desire. You want to try to do some marketing, but from what you’ve heard that takes a lot of money.
Marketing has never been a line item in your business ledger. Funds are tight, and you don’t know what to do. It sounds like doom and gloom.
Don’t despair. There’s always more than one way to skin a cat. There is much you can do if you’re patient, consistent and embrace creative ways to connect with others.
Increase Community Visibility. Your prospective customers spend time doing things in your community every day. The things they do are where you need to be visible. Change the old saying of “out of sight – out of mind” so you’re seen everywhere your customers hang out. Intentionally ensure your agency name is well known. The opportunities are endless for you to sponsor a 5K walk, a contest, or networking event. Offer to speak to local organizations like the Rotary or Kiwanis Clubs.
Be a Problem Solver. Regularly attend industry groups and meetings where you can talk to people, find out what their problems are, and offer ways to solve their challenges. Give away tips and resources—even if the insights have nothing to do with your business. By providing valuable information, you’re becoming memorable as a problem solver not a sales person to your prospective customers.
Write Industry-Specific Tips. Today’s newspapers and magazines are hungry for contributed content (articles you’ve already written.) Reach out to the editor of your local paper and offer to write a bi-weekly column that offers tips about all aspects of insurance. Draft a couple of sample columns you can share as ready-made content when you pitch the idea. If one editor doesn’t take it – keep reaching out until the right one bites. Use answerthepublic.com to find relevant content ideas.
