From The Blog

6 Secrets For Recruiting And Retaining Young Insurance Agents

By JimSchubert | Sep 20, 2016
recruiting young insurance agents

Have you noticed the old dogs in your agency don’t bark like they used to? Are you facing a perpetuation crisis? Or do you see the direction sales and marketing in our industry is headed and have no clue how to reach younger consumers?   Agency owners across the country are facing these challenges, and many…

Read More

5 Ways To Build Client Rapport Using Social Media

By JimSchubert | Sep 18, 2016
5 Ways To Build Client Rapport Using Social Media

How do you build client rapport in today’s fast-paced world of email, texts and instant messages? Sure, those things make it easy to communicate with clients, especially for salespeople on the go.   But if you don’t put that extra touch into your client relationships, you’ll lose them, buckaroo.   So how can you differentiate…

Read More

How To Renew More Clients In A Hard Insurance Market

By JimSchubert | Sep 16, 2016
hard insurance market gameplan

A hard insurance market is bittersweet. On one hand, it’s a great opportunity to grow commissions simply by renewing accounts. On the other hand, renewing those clients becomes a lot harder thanks to tighter underwriting guidelines and rate increases.   So how can insurance agents position themselves to win in a hard market?   Here…

Read More

The Tools I’m Using To Hire Young Insurance Agents

By JimSchubert | Sep 16, 2016
two agency owners using a tablet to hire young insurance agents

I’ve been getting a lot of questions lately about how I’ve been able to hire young insurance agents at a time when other agency owners are struggling to do the same. As an industry, independent insurance agents are reaching a critical mass.   We’re top heavy with retirement-age owners, many of whom have no apparent…

Read More

Our Insurance Agency’s Journey Into The Cloud

By JimSchubert | Sep 16, 2016
Our insurance agency's journey into the cloud

A few years ago, Southern States Insurance was at a technological crossroads. We had grown to include several offices around North Georgia and were beginning to form a centralized service center.   But the acquisitions we had made up to that point still had their own local versions of Applied Systems’ TAM and they were…

Read More

Free Recruiting Email Template

By JimSchubert | Sep 13, 2016
free-template-2

Here’s the email template I mentioned that landed me a resume in my inbox and a scheduled interview in under 20 minutes.   I know it’s pretty simple, but it’s effective.   Just customize this for your particular situation. And then send it to as many carrier and broker contacts you know for the position…

Read More

Insurance Agents Of The Future: What Will They Look Like?

By JimSchubert | Sep 13, 2016
insurance agent of the future

Sounds very Rise of The Machines, doesn’t it? Well, in a way, it is…technologically speaking. But in other ways, insurance agents of the future will remain the same…just much cooler looking.   Here’s what I think independent insurance agents of the future will look like. And why.   How Will Insurance Agents Of The Future…

Read More

How Insurance Agents Are Using Social Media [Infographic]

By JimSchubert | Sep 12, 2016
how insurance agents are using social media

Independent insurance agents have finally begun to warm up to social media to connect with prospects and clients. A recent study shows how they’re doing.  

Read More

3 Effective Recruiting Strategies You Can Automate

By JimSchubert | Sep 12, 2016
3 Effective Recruiting Strategies You Can Automate

Don’t you just hate getting unsolicited resumes from qualified candidates in your inbox every week? Yeah…I didn’t think so. A couple of years ago, I had no effective recruiting strategies for my company. The only plan I had was to react quickly when I lost an employee.   I’d pay Monster.com some overpriced fee that got…

Read More

Customer Service Is Just Foreplay [An Insurance Agent’s Book Review]

By JimSchubert | Sep 10, 2016
Customer Service Is Just Foreplay Book Cover

If you know me, you know that I’m all about the path of least resistance. I need step-by-step processes and visual guides. And that’s exactly what I get from Customer Service Is Just Foreplay: The Modern Customer Experience Will Separate You From The Competition by Jason Cass and Brian Appleton.   Even though this was…

Read More