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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3 Tips to Improve Your Agency’s Customer Experience

From first impressions to a post-purchase survey, here are three easy ways to help improve your agency's customer experience.
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How to Close $74,280 in Life Insurance Sales in a Month

In October, we showed you how Goose and Maverick closed $100,000 in life insurance sales. Now, Goose is flying solo and breaking records on his own.
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Sales Strategies: Nic West on Overcoming Objections

If you sell life insurance by phone, you've had to learn about overcoming objections. Here are the top five objections with specific advice for each.
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Jan Pinney Featured on the Modern Life Insurance Selling Podcast

Whether it’scarrier updates, passed legislation, tech tips, or sales strategies, we want agents to be armed with the deepest understanding of products and services possible.
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Tech Trends: Are You Keeping Up?

Marketo recently launched a series of online interviews, designed to give you insight into the world of marketing and technology. When DJ Waldow, Marketo’s Digital Marketing Evangelist, sat down with Porter Gale, the former VP of Marketing at Virgin America, we got some great insight into how technol...
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Strategies for 2nd and 3rd Voicemail Attempts

Voicemail strategies from the Virtual Inside Sales Summit. The reality is that as a producer, getting called back is one of the biggest challenges we face.
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