As an insurance agent, it is safe to presume that you have profiles on all social media platforms. You most likely also have a website where people can reach you and an email for communications with your prospects and clients. With the advent of a digital-only era, it would be wise to make sure you […]

Being an insurance advisor requires you to wear many hats. You have a role to play in making sales, in business development, client meetings and marketing your brand among others. The list is pretty long, but one of the things most people forget to focus on and do not realize is key to their business[…..]

Let’s talk about what exactly cross – selling is. Cross – selling is nothing but selling a different product or service to an existing customer. An insurance advisor has lots of opportunities with clients to cross – sell other insurance policies. For example, as an advisor, you can consider cross selling health insurance policies to[…..]

Insurance is a product which is not bought but sold. Confused with the statement? Don’t be. How many times have you found a client walking up to you for buying insurance? Investors shy away from the concept of insurance. That is why you highlight the importance of different insurance plans to your customers in a[…..]

How do you help your client to expedite the claim settlement process? They say that a trustworthy agent is the one who assists his customers at the time of claim. Maintaining a relationship with the client is also very important. So, how can you ensure a quick claim settlement of your client’s health/car insurance? The[…..]