Survey says: Referrals are top marketing channel for agents, yet 80% lack formal referral...

MOUNTAIN VIEW, Calif. – While referrals are the primary marketing channel – delivering up to 60% of all new business for insurance agents –...

Why prospecting fails and what to do about it

Prospecting is arguably the No. 1 hot topic in sales. In spite of all the seminars, podcasts, training programs, books, and pressure from managers,...

Direct mail triggers more consumers to recognize they need life insurance

Yet more people end up buying a policy working with a financial professional, according to new study examining the four stages of the life purchase process.

How automated email campaigns are used to maintain meaningful client communication

Keeping your current clients happy is essential to running your agency. After all, it's about 50% easier to sell to existing clients than to...

10 sales strategies for taking charge of 2015

Tactics constantly come and go in sales without making a significant impact on outcomes. On the other hand, solid strategies can make a significant...

Agent Success with Call Marketing

Arguably, the rise of the Internet as a distribution enabler and disruptor came later than in many other industries, but nonetheless it is here....

Transamerica opens state-of-the-art lab to evolve its business-building platform through agent input

Transamerica recently announced the opening of the Innovation Zone, a state-of-the-art lab in Johns Creek, Ga., where agents are welcome to review new technology as well as test and offer feedback on the future of these platforms.

Let data tell you the best day and time to dial that lead

Let’s face it. It’s 2016. When it comes to sales and marketing, data is king. Agents today must juggle all sorts of tasks. Knowing when...

The Top Seven Challenges Facing Insurance Agents

The beginning of a new year is always a good time for reflection; both about lessons learned from the past, and about what the...

Sales organizations embrace exploding sales technology landscape, study finds

Web and social prospecting are on the rise; 83% of high-growth sales organizations already use five or more sales technologies.