How to Become a Digital Insurance Agent

How to Become a Digital Insurance Agent PDF

Author: Adam Westfall

Publisher:

Published: 2020-04-08

Total Pages: 81

ISBN-13:

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The Insurance industry is undergoing some massive changes that will lead to the extinction of the traditional face to face agent.BUT, FEAR NOT! The technology and tools available right now for life and health insurance agents are actually making it a lot easier for agents who are making the leap of faith and transitioning into becoming a digital insurance agent who markets online and closes deals over the phone. In this book you will learn what the digital insurance agents are doing right now to produce more sales and automate busy work to truly have that dream of financial freedom from a business that allows them to work as much or as little as they want. You will also find the essential tools to get started and where you can find those tools!Finally, that dream of making sales in your underwear and working remotely can really be a reality! This book gets straight to the point on what you can do right now to start the transition into operating your business remotely. Read the book and connected to the network of experienced individuals already running successful insurance businesses from their phones and computers!

Insurance Agency 4.0

Insurance Agency 4.0 PDF

Author: Matt Masiello

Publisher:

Published: 2020-11

Total Pages: 136

ISBN-13: 9781647465223

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Prepare for the Future Develop Your Digital Road Map Increase Profit, Scalability, and Time We are currently in the Fourth Industrial Revolution, where digital capabilities are providing velocity to all prior developments. This includes the insurance industry and independent insurance agents. Do you have a digital strategy? The insurance industry and independent insurance agencies have been slow to adapt to change, but change is here. Insurance Agency 4.0 brings together the digital evolution of insurance agencies and presents a wholistic view of the future agency. Main Street staples like bookstores, travel agents, and music stores have been disintermediated and their products moved online and into self-service; but insurance's complex nature has kept the local insurance agent viable. However, consumers are becoming better educated, price wars blast across all advertising, and people expect the same digital experiences across all parts of their lives, including with their insurance agent. Insurance Agency 4.0 will help agency owners and managers develop a custom path to modernize their business strategy relative to their people, marketing, operations, service, and sales while developing a practical approach to: - Discover and Analyze Your Starting Point - Develop Your Strengths, Weaknesses, Opportunities, and Threats - Build and Execute Your Customized Strategic Digital Plan

The Digital Life Insurance Agent

The Digital Life Insurance Agent PDF

Author: Jeff Root

Publisher:

Published: 2016-07-19

Total Pages: 194

ISBN-13: 9780692755778

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In the history of selling life insurance, the most exciting, profitable time to be doing it is right now. The advances in technology and the shifts in consumer behavior and psychology have redefined what it means to build a successful, long-term life insurance business. The Digital Life Insurance Agent is the essential guide for life insurance agents of all skill levels to transition into the digital age. This book outlines the steps new agents need to take in order to get their business up and running, and will also help experienced agents who want to transition their business online. The Digital Life Insurance Agent provides a roadmap to building a predictable lead flow using online prospecting techniques, training on how to sell over the phone and basic training to get newer agents set up. If agents have the desire to change and the discipline to make it happen, the end result of executing the strategies outlined in this book will leave agents with a marketing machine that generates leads at all hours of the day, regardless of if the agent is sitting at the office, or on a beach!

So You Want to Be an Insurance Agent Third Edition

So You Want to Be an Insurance Agent Third Edition PDF

Author: Jeff Hastings

Publisher: Chart House Press

Published: 2013-07

Total Pages: 274

ISBN-13: 9780979003646

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There is more to selling insurance than writing policies. When done right, you can build a successful business that affords you a lifestyle most people only dream about. Why try to figure it out on your own when you can learn from someone who has already been there and done that? Jeff Hastings knows insurance, and he knows how to build a profitable business. Since starting as a file clerk with Farmers Insurance Group in 1985, Jeff has built an extraordinary business, consistently receiving top awards, including District Manager of the Year in 2005. He and the agents in his district have achieved phenomenal success, and now he shares the keys to their success with you. Many of the business tools you will need are included such as licensing guidelines, a business plan, employment contracts, an employee handbook, business forms and more. If you are serious about building your own insurance agency, So You Want to Be an Insurance Agent gives you a complete system to develop, manage and grow your business.

How to be a Successful Insurance Agent

How to be a Successful Insurance Agent PDF

Author: Gathoni Njenga

Publisher: Independently Published

Published: 2019-05-06

Total Pages: 110

ISBN-13: 9781096040668

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Are you an Insurance Agent looking for help closing more sales? This is the ideal guide to help you become efficient at uncovering prospective customers and conducting appointments that close more sales. This book was written by a 10-year veteran in the Life and Health insurance industry. Someone who has been very successful as an independent insurance agent with a sizeable insurance agency.

The Official Guide To Selling Insurance For New Agents

The Official Guide To Selling Insurance For New Agents PDF

Author: David M Duford

Publisher:

Published: 2019-11-04

Total Pages: 112

ISBN-13: 9781702312004

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The Most Comprehensive Guide To Successfully Starting Your Insurance Sales Career... No Matter What Insurance Product You Sell... From The Perspective Of A Top Producing Insurance Agent And National Trainer!Did you know that the "ugly" truth of insurance sales is that over 90% of new agents FAIL within their first 12 months of getting their license?The sad truth is that insurance sales is TOUGH, and to succeed, you must have a strategy in place to avoid becoming another statistic.Taking his own experience succeeding AND failing out of insurance sales, David Duford has designed this guide to help new insurance agents navigate the most common pitfalls to selling insurance so you can improve your odds of a successful, lucrative career.The Official Guide To Selling Insurance For New Agents provides the blueprint to optimizing your new career as an insurance agent. This handbook explains:1) How to avoid failure and achieve success.2) How to select the best insurance product to sell.3) How to identify and avoid joining agencies who are NOT working in your best interest.4) A crash-course in understanding how to become a top-producing insurance agent.

Shift

Shift PDF

Author: Jeremiah Desmarais

Publisher: Morgan James Publishing

Published: 2017-06-09

Total Pages: 225

ISBN-13: 1683504429

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Insurance agents and financial advisors are being taught outdated marketing and sales strategies to grow their businesses. Cold calling, seminars, online leads, networking groups and display ads are showing less returns. At the same time, according to Google, every 5 seconds someone is searching for a financial or insurance product to meet their needs, yet most agents are unaware of how to reach this growing market. Shift is a compilation of exclusive, rarely-before-seen techniques, strategies and best practices used right now to increase sales exponentially using digital marketing. These are not taught in magazines, books or courses today simply because most people won’t share them. Jeremiah has used these concepts to train over 100,000 agents in over 51 countries including the US, Canada, Japan, Switzerland, the Caribbean and South Africa. Using his years of success stories and behind-the-scenes access to the frontlines of what’s working now, Jeremiah has been part of teams that have generated over two million leads in the insurance space, leading to over $300,000,000 in commissions paid out. He has documented the most inspiring, entertaining and duplicatable techniques his teams and front line advisors are using TODAY to SHIFT industry thinking to solve these problems.

Marketing Online Strategies

Marketing Online Strategies PDF

Author: Charles & Linda Musselwhite

Publisher: Lulu.com

Published: 2016-11-13

Total Pages: 115

ISBN-13: 0692291717

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Having a strong digital presence is critical for insurance agencies today! And with the seemingly endless number of marketing companies espousing their strategies, and tactics where do you start? The 7 Pillars of Digital Marketing for Insurance Agencies is the answer to increasing and improving your online visibility. This book is a reference tool to deliberately and intentionally get found by more customers. The 7 Pillars of Digital Marketing for Insurance Agencies Website Content Email Online Ads Video Social Media Reviews / Testimonials These are the foundational components to robust digital marketing strategy. Today most folks looking for insurance services and/or products rarely (if ever) open up the yellow pages to find someone to help them with their needs. Instead, these folks ask their friends, coworkers, and family members but it doesn't stop there. After they learn about who you are, they're going to look you up online. Will they find you? If you're not on the first page of Google, Bing, or Yahoo search you may never be found and may never be called by those searching for your insurance products and services! While the 7 Pillars can be implemented independently they are most effective when you take a continuous cross channel promotion approach. When reading the 7 Pillars of Digital marketing you will gain insight on valuable marketing topics like: On Page Search Engine Optimization Title Tags Meta Descriptions Heading Tags Internal Links External Links Broken Links Image Alt Tags Keywords The Importance of Mobile Optimization Creating Content Calls to Action Lead Magnets Duplicate Content Problems Creating Email Campaigns Managing Your Email List The Five Phases of Email Marketing Why and How to Use Online Ads Video Creation Tools Video Platforms and a lot more... BONUSES Every chapter closes with free resources to download and use that will support you in your online marketing efforts.

10 Steps to Success

10 Steps to Success PDF

Author: Daniel Fowler

Publisher: iUniverse

Published: 2006

Total Pages: 56

ISBN-13: 0595375561

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Advanced praise for 10 Steps to Success- '.outstanding, insightful and very timely for the newer agent. It also serves as a reminder to the veteran agent as well. Your ideas are easily understood and should be accepted by those who read the book. This should help many " -David Carter, sales director, Midland East American Family Insurance Group Learn how to be a successful insurance agent with the simple techniques in 10 Steps to Success. Author Daniel S. Fowler utilizes his thirty years of experience in the insurance business to illustrate how to work smarter rather than harder toward building a successful insurance agency. Fowler's unique information applies to almost any business and will give you the tips you need to achieve your goals, including: Building relationships Marketing and business plans Listening to yourself and your clients The importance of good employees With 10 Steps to Success, Fowler shows you how to provide not only the service people expect, but also the service people don't expect.