Chicagoland SIA Blog

As an insurance agent, you may think that being an introvert is a disadvantage when it comes to selling insurance. However, being introverted can be an advantage in this industry, as introverts often excel at building deep relationships and listening to the needs of clients.

When it comes to creating content for your website, there are a few important factors to keep in mind if you want it to rank well in search engines. Search Engine Optimization (SEO) is a complex field, but by focusing on three key elements – content, context, and intent – you can give your pages a better chance of ranking highly and reaching your target audience.

A Digital Strategy focuses on how you use technology to improve your business. Having a sound digital presence is one factor of an overall digital strategy as it focuses on the use of online technologies to give your business a competitive edge. However, your digital strategy does not end there - having an agency management system and leveraging other technologies to improve your business’s performance, as well as the process of evaluating new technologies you may wish to implement in the future, are all part of your digital strategy.

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.