5 Techniques of a Successful Insurance Agent

Do you know what separates a successful insurance agent from a mediocre one? The difference is in the details. In this week’s post, we are discussing five key techniques that will separate your agency from the competition.

5 Things All Successful Insurance Agents Should Be Doing

One:  Building a Network

Insurance agents of all levels of experience frequently struggle to generate new leads. When looking for ways to grow their book of business, successful insurance agents make networking a major part of their growth strategy.

Networking is a great way to:

  • Create relationships in the community around you
  • Stand out in an oversaturated market
  • Make professional and personal connections that will lead to introductions and referrals

Two: Prioritizing Customer Relationships

At Client Focus, we believe that building relationships with your customers is the best marketing strategy available to you as an insurance agent. A customer-forward strategy requires you to meet your clients wherever they are in their insurance process and offer them real solutions to the issues that are facing them. Developing long-term relationships with your clients allows you to provide the highest level of customer care and service, which in turn leads to a stronger book and also improves your bottom line.

Three: Presenting Yourself as an Authority

For many clients or potential clients, purchasing an insurance policy can be a huge and intimidating undertaking. Successful insurance agents know that a large part of their job is to calm these fears and foster a trusting relationship with their clientele. To do your job effectively, you will need to do copious amounts of research in order to present your clients with an expert recommendation that they can trust.

Four: Finding a Mentor

Whether they have been in the insurance business for six months of sixty years, a successful insurance agent knows that they should find a mentor to guide them in best practices. An effective mentor can provide:

  • Continued educational opportunities
  • An intro to potential clients or new networking opportunities
  • Guidance regarding industry trends and shifts
  • An understanding of the insurance world’s “unspoken” culture and rules

Five: Taking Advantage of Professional Development Opportunities

Professional development is important because it ensures that you continue to be be at the forefront of the ever-evolving insurance industry. Successful insurance agents know that professional development is key for keeping pace with current standards in the field and ensuring that your knowledge of various modes of coverage is relevant and up-to-date.

Agents who invest in professional development are also able to make more meaningful contributions not only to their agency, but to their clients--making them more effective at providing this delicate service.


Pivot Your Insurance Agency Towards Sustainable Growth Are you an insurance agent who feels that your agency is stuck? Is your team grinding new leads each month yet your agency never seems to grow? Client Focus has worked with thousands of agents over the past 15 years just like you. Our purpose is to help your insurance agency pivot onto a path to sustainable growth.

A Practical approach to building sustainable growth for your insurance agency

By Client Focus | August 16, 2018 | insurance agency success |
Comments Off on 5 Techniques of a Successful Insurance Agent

Related Posts

Subscribe for updates!

Related Posts

Insurance Agency Sustainable Growth

Contact Info

Client Focus Corp
1017 S Gilbert Rd #211
Mesa AZ 85275-0928

Phone: 800.253.1362

Web: clientfocuscorp.com