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Insurance Made Easy

Developing a New Insurance Agent Training Plan

You may be planning to boost your sales force or replace an agent/producer who has left the firm. Giving the new kid on your block an opportunity for success involves having an effective new insurance agent training plan in place. After all, it’s your producers who are ideal ambassadors for your products and services and…

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How Have Salespeople Adapted to the New Normal?

When we rang in 2020, did we ever in our wildest dreams (nightmares) consider that social distancing, shelter-in-place, safer-at-home, facemasks, quarantine, and lockdown would be everyday actions we’d take in our personal and work lives? Most of us considered remote work, well, “remote.” Sure, we used Go to Meeting, Google Chat, and other platforms to…

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How to Have Difficult Conversations with Clients

Most of us tend to shy away from having tough conversations, particularly when we know that what we’re about to say will be a hard pill for our clients to swallow. But straight talk and transparency bring respect and trust, particularly now more than ever when there is so much stress and uncertainty as we…

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The Value of an Insurance Sales Training Program

Whether you’re hiring new producers for your agency or looking to up your sales game with your existing team, providing comprehensive and regular sales training will support your efforts. Even the most seasoned producers and client service reps will find valuable sales techniques to use in their approach in gaining new customers and retaining clients.

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The Rising Demand for Bilingual Insurance Agents

With about a quarter of all U.S. homes primarily speaking languages other than English, and at least 350 languages spoken in homes nationwide, companies today are looking to increase their bilingual resources. Razumjeti? Ymmartaa? Comprende?

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A Look Inside: Risk Retention vs. Risk Purchasing

Alternative risk mechanisms are available to help businesses address and manage their risks. This includes setting up risk retention groups (RRGs) and risk purchasing groups (RPGs), which are often mistaken for being the same thing. While there are similarities between the two – both require members to be homogeneous and both provide liability insurance under…

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