Lessons Learned from a Life Insurance Mystery Shopper

In direct-to-consumer life insurance sales, what separates a carrier from an independent agent? One life insurance mystery shopper found out.
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How to Prospect in a Niche (Even if You’re Just Starting Out)

David Schwendiman's 6-step method for commercial life and P&C sales can teach you how to prospect in a niche, even if you're just starting out.
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40 Ways to Grow Your Insurance Business in 2018, Part 4

This is the final installment in our series on 40 ways to grow your insurance business in 2018. This time, we talk about self-improvement.
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40 Ways to Grow Your Insurance Business in 2018, Part 3

This is part 3 in our 4-part series on ways to grow your insurance business in 2018. In this post, we cover tips & tools to help you get and stay organized.
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40 Ways to Grow Your Insurance Business in 2018, Part 2

We kicked off this 4-part series with sales tips, but now let's think bigger! Here are 10 more tips to help grow your insurance business in 2018.
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40 Ways to Grow Your Insurance Business in 2018, Part 1

Grow your insurance business in 2018 with this 4-part blog series. In this post, get 10 great sales tips to better connect with clients and prospects.
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9 Ideas for a Client Onboarding Welcome Kit

Do you have a plan for welcoming new clients to your agency? Your client onboarding kit should contain contact info, a referral request, and more.
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So You Want to Be a Life Insurance Direct Marketer

We hear from a lot of agents who ask how to become a life insurance direct marketer. Many of these agents aren’t ready to make this leap - here's why.
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Increase Placed Cases. Earn up to 14% More Commission!

Are you leaving money on the table? Increase commissions by asking for cash with every app in the form of a TIA, or temporary insurance agreement.
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How to Use Our Sales Kits with Insureio's Marketing Campaigns

Did you know our free monthly sales kits have corresponding Insureio marketing campaigns? Enroll your prospects and let drip marketing do the rest.
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