How the Most Successful Insurance Agents Thrive

Client Focus has been fortunate to work with thousands of insurance agents over the past thirteen years.  That includes working with some of the most successful insurance agents in the business.We’ve learned a lot about what makes some insurance agents thrive while others struggle.

First, it’s important to ask the question:  what’s different about top insurance agents?

The secret to top agents’ success is not simply luck, hard work, personality, or location. The secret is that they do things differently. Top agents know what works and what doesn’t, and they only do what works. At the highest level, there are three principles that make top agents stand out—three things that they implement and emphasize, that many of their struggling peers don’t.

These three principles are: focus, connect and grow.

  • Focus. They concentrate their efforts on the highest value activities
  • Connect. They cultivate sustainable, profitable relationships
  • Grow. They build a business, not just an income

As Client Focus empowers you to focus and connect, you’ll see an increase in revenue, retention, and referrals.  Contact us today! 

To succeed as an insurance agent, you can’t just be another insurance agent.  You must shift your focus from money to the service you are providing.  How you focus, connect and grow.  Do you have a passion to excel?  Do you have the drive?  

Insurance agents’ 3 ingredients necessary for building a successful career.


To thrive as a successful insurance agent, you must have a genuine interest in selling insurance in the first place.  It may sound simple, but really think about it.  Are you enthusiastic?  Passionate?  Diligent and willing to try a new approach or technique?  When you are truly interested in and excited about your career, that energy will permeate through your work and client to bring you the utmost success.  

High Energy

A worn-down or dreary disposition will immediately rub off on your clients and could discourage them from buying anything or working with you down the road.  One of the best ingredients of successful insurance agents is to have a high energy level and appear excited and eager at all times.  Think about your attitude—do you look for ways to improve negative situations instead of running from them?  


Insurance agents who are always honest will win the client’s respect and trust and are more likely to lead to repeat business over time.  A dishonest insurance agent who is only out to earn a commission, regardless of the needs of the client, is not likely to last too long in the industry.  Be open, honest and listen carefully to what your clients say to earn their trust.  

Visualize each of these traits as a step on a solid pyramid—a structure that will withstand the test of time.  It will continue to thrive. If you build your insurance agent career with these ingredients, your success will also thrive.  We hope that this information will help drive the success that you dream of.

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 | October 06, 2016 | insurance agent tips, Client Focus |
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Client Focus Corp
1017 S Gilbert Rd #211
Mesa AZ 85275-0928

Phone: 800.253.1362

Web: clientfocuscorp.com