8 Easy Marketing and Social Media Updates
These easy marketing and social media updates will help you make sure your info is correct and consistent across all platforms.
Read More
Use Zapier to Automate Calendars, Lists, Social Media & More
Here's how to use Zapier to automate your social media, client tracking, calendar synchronization, data backup, and more.
Read More
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.
Read More
Distribute, Analyze, and Market Your Client Testimonial Questionnaire
When you ask good questions, you get great feedback. Here's how to use your client testimonial questionnaire to improve your business.
Read More
How to Create a Client Testimonial Questionnaire
To help your clients provide specific and descriptive testimonials, you need a client testimonial questionnaire. Here's how to create one.
Read More
5 Steps to Create Your Agency's Brand Guidelines
Brand guidelines help you create a unified look, feel, and tone in your marketing efforts. Use our free template to get started now.
Read More
How to Request Client Data from Carriers & BGAs
This is the last of our series on consolidating your contact and client data. In this post, we'll look at how to request client data from carriers and BGAs.
Read More
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.
Read More
Automated Drip Marketing for Life Insurance Agents
We asked life insurance agents what they want most, and the answer is more leads. We suggest using automated drip marketing to boost conversions instead.
Read More
Application Fulfillment: Our Team vs. an Automated Solution
Application fulfillment software can reduce submission errors, but it can't call clients to collect information or offer back-office support. We can.
Read More
