Tech Tip: Text Message Your Clients

Have you ever considered text messaging your current clients or future prospects? If you haven’t, you might want to try it out. Consider this: According to international nonprofit trade association CTIA, over two trillion text messages were sent in 2012. That’s a breakdown of more than 171 billion p...
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Communicating Using the Kolbe Assessment

At Pinney Insurance Center, Inc., one of the first tasks we have new team members do is complete what is called a Kolbe Assessment. The Kolbe test is a unique evaluation which identifies the natural work preferences and communication styles of each individual. The Kolbe helps us understand how to tai...
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E-Policies: It's Time to Ditch the Paperwork

To be in the top 5% of producers, you have to sell policies at what feels like impossible speed. But for the average producer, time is one of the biggest challenges standing in the way. Those top-5 percenters are killing it, year-in and year-out. Clearly, they’ve found a way to cut down time on basi...
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How to Build Business with Technology

We’re talking technology again. Twitter, LinkedIn, blogs, websites, social media in general—technology is simply too important to pass on. Many producers feel that unless they’re going to be instantly successful, the time and effort aren’t worth it. They ask for the quick “secret” to success. There...
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Websites are the New Business Card

Even after the social media boom of Facebook, Twitter, and others, many producers still aren't using any kind of social strategies to gain leads.
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Using Twitter to Connect with Clients

Your competition is tweeting their way toward new leads every day. Here's how to get started on Twitter and bring some of those leads your way.
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