Computer monitor in front of a digital world map.

Build Your Web Presence in 5 Easy Steps

As the landscape of the industry changes, you recognize that the Internet and social media are major driving factors in the decision-making process of consumers. You also see the writing on the wall: adapt or perish. Many producers make it look so easy. They’ve adapted well and are thriving in the m...
Read More

A skeleton sits at a desk typing on a laptop computer

Web Marketing Terms You Need to Know

Congratulations! You’ve decided to take advantage of what technology has to offer and you’re taking the first steps toward building your web presence. After all, in today’s society, everything is trending toward the web and mobile devices. It’s time to exit the Stone Age and adopt 21st century practi...
Read More

Shreds of paper printed with types of insurance: home owner's, disability, medical, life, automobile.

Creating E-mail Taglines to Cross-Sell Services

There is a huge opportunity for cross-selling and cross-marketing products and services right at your fingertips—e-mail taglines. Taglines can provide a consistent, passive way to solicit additional business, increasing your customer retention and growing your bottom line. From marketing emails to ...
Read More

A businessman working outdoors at a park.

Tech Tip: Utilize Instant Messaging

If you’ve been following the Pinney Insurance Blog, you’ve seen us provide a few tips designed to save you time. From automating your e-mail marketing campaigns to text messaging your clients, we want to help you maximize every second of every minute of your day. The less time you’re wasting on typin...
Read More

A business cheers when looking at his computer.

Tech Tip: Automated E-Mail Marketing

You want to create a sophisticated e-mail marketing campaign — one that allows you to avoid having to send out multiple emails individually by copy and pasting over and over again. It’s heartbreaking when you put in hours, or even days worth of work only to watch as 80 percent (or more!) of those ema...
Read More

A woman looks at her cell phone on the go.

Tech Tip: Text Message Your Clients

Have you ever considered text messaging your current clients or future prospects? If you haven’t, you might want to try it out. Consider this: According to international nonprofit trade association CTIA, over two trillion text messages were sent in 2012. That’s a breakdown of more than 171 billion p...
Read More

Co-workers having a bonding moment.

Communicating Using the Kolbe Assessment

At Pinney Insurance Center, Inc., one of the first tasks we have new team members do is complete what is called a Kolbe Assessment. The Kolbe test is a unique evaluation which identifies the natural work preferences and communication styles of each individual. The Kolbe helps us understand how to tai...
Read More

Four agents standing behind a desk with a computer.

E-Policies: It's Time to Ditch the Paperwork

To be in the top 5% of producers, you have to sell policies at what feels like impossible speed. But for the average producer, time is one of the biggest challenges standing in the way. Those top-5 percenters are killing it, year-in and year-out. Clearly, they’ve found a way to cut down time on basi...
Read More

A couple look at a computer monitor together.

How to Build Business with Technology

We’re talking technology again. Twitter, LinkedIn, blogs, websites, social media in general—technology is simply too important to pass on. Many producers feel that unless they’re going to be instantly successful, the time and effort aren’t worth it. They ask for the quick “secret” to success. There...
Read More

The address bar of a web browser.

Websites are the New Business Card

Even after the social media boom of Facebook, Twitter, and others, many producers still aren't using any kind of social strategies to gain leads.
Read More


FREE Webinar Series: “Grow Your Business with IUL”

Watch these 5 webinars with North American, each with 20 minutes of sales tips and best practices, so you can start selling IUL now!

Tools of the Trade
Sign up for Tools of The Trade and get email newsletters with the best tips and tools in the industry for free!

Take Our Agent Survey

Would you rather learn more about marketing or lead gen? Process automation or sales tips? Tell us in our agent survey!

Take Survey Now
Close Window