Chicagoland SIA Blog

Insurance agents are constantly looking for ways to streamline and automate their day-to-day operations, so that they can focus on selling insurance and growing their business. Two types of software that can help them do this are agency management systems (AMS) and customer relationship management (CRM) systems.

Client communication is more important than ever. Creating consistent touch points needs to be a part of your continuing strategy to stay top of mind with clients and prospects.

It is important for insurance agents to be proactive and consistently pursue new leads to build a strong pipeline. There are several strategies that you can use to fill your pipeline and generate new leads. Some strategies include:

Referrals continue to be a large source of new clients for independent insurance agents, so having an active program that drives referrals is a great way to maintain growth and create a sustainable business.

At its core, success is the favorable accomplishment of an aim or a purpose. To know if your agency is a success, you must first identify the aim(s) or purpose(s) of your agency and create meaningful, measurable goals towards that end.

Do you have a process for onboarding new clients?

While switching from a captive to an independent insurance agency does not technically make you a “new agent” in the traditional sense of the term, it can feel like a fresh start. While you have the advantage of industry knowledge based on your previous work in insurance there are several differences and challenges that will need to be overcome.

Albert Einstein said, “Strive not to be a success, but rather to be of value.”

Has anyone ever asked for five minutes of your time? What is five minutes of your time even worth? If a client, employee, friend or significant other asked for five minutes of your time—do you have it to give? Or are you simply too wrapped up in your day and the tasks you need to accomplish to slow things down and make time for other people?

Do you have a paperless agency? The paperless agency is becoming more common than ever before. In the last 20 years, even the last decade, the reliance of the insurance agency on automation has increased significantly. While it once may have been adequate to store client files and policy information manually, this is no longer considered efficient or cost effective.