Cross-Selling Insurance to Current Clients: Why Do It & How Cross-selling insurance is tough. Mostly because it can make customers think that you just want more of their money. However, it’s a known fact that, on average, 80% of your future profits will come from...

It’s not enough to provide policyholders with a mobile app. What’s critical is that you’re delivering the insurance mobile app features and benefits that really matter to them and your agency.  Smartphones have become so vital to our everyday lives because of the...

As an independent agent, you know it’s important to deliver a great insurance customer experience. Making sure every interaction is a positive one can go a long way toward boosting client satisfaction, engagement, and retention. But what you may not realize is your...

A lot of insurance agents wonder if there’s a “best way” to tell clients about their new insurance app. And the answer is yes! Ultimately, the best way is every way! Email, text messaging, social media, etc. By communicating across multiple channels, you can...

Many insurance agents don’t fully understand the value of providing policyholders with an app. But once they discover the long-term benefits of having a mobile app for their agency, they see how investing in this kind of tool can deliver a significant return.  In...