An easy guide to understanding everything you need to know about starting an independent insurance agency. Hear it from Author Kimm Hackett, the owner of an agency with a book of business worth over one million dollars! From setting up your first agency to getting contracts with multiple insurance companies, Hackett will help you avoid the common mistakes made by beginners in the insurance industry.
There is more to selling insurance than writing policies. When done right, you can build a successful business that affords you a lifestyle most people only dream about. Why try to figure it out on your own when you can learn from someone who has already been there and done that? Jeff Hastings knows insurance, and he knows how to build a profitable business. Since starting as a file clerk with Farmers Insurance Group in 1985, Jeff has built an extraordinary business, consistently receiving top awards, including District Manager of the Year in 2005. He and the agents in his district have achieved phenomenal success, and now he shares the keys to their success with you. Many of the business tools you will need are included such as licensing guidelines, a business plan, employment contracts, an employee handbook, business forms and more. If you are serious about building your own insurance agency, So You Want to Be an Insurance Agent gives you a complete system to develop, manage and grow your business.
As the owner of an insurance agency, your job is to guide customers through the buying process and assist them in determining what policy most closely fits their needs. In addition to the initial sale of an insurance policy, brokers regularly meet with clients to ensure the policy is still the best fit. Many agents also act as the first point of contact should a claim arise. Due to the nature of the business, many insurance agents are their clients' most trusted advisors. This book will put you ahead of your peers and competitors.
This book is meant to be a guide to help any insurance agent who is thinking about or planning to start their very own multi-line insurance agency.In the book, we get a bit into the details about all the issues any entrepreneur needs to consider and fully plan for to help increase the chances of a smooth transition from the world of employment to being your own boss.In this book, we look at matters related to: -Business planning -Sales and marketing-Startup issues and costs-Forming partnerships and strategic acquisitions-Contracting-Scaling your agency-Funding and capital requirements-Many more
Darren Sugiyama, nationally known author and business consultant has disclosed the secrets of his insurance industry success. His story will amuse and inspire you to take your company to the next level. Proven results...every time!
Are you a struggling Agency Owner? Brand new to the industry or thinking about starting from scratch? This book is a process focused book that is engaging and easy to read. I wrote this book to be read in a single sitting and easily adaptable for a broker or agent. Topics discussed; marketing, selling, prospecting, script building, different types of agency models, and other important topics for Agencies.
Prepare for the Future Develop Your Digital Road Map Increase Profit, Scalability, and Time We are currently in the Fourth Industrial Revolution, where digital capabilities are providing velocity to all prior developments. This includes the insurance industry and independent insurance agents. Do you have a digital strategy? The insurance industry and independent insurance agencies have been slow to adapt to change, but change is here. Insurance Agency 4.0 brings together the digital evolution of insurance agencies and presents a wholistic view of the future agency. Main Street staples like bookstores, travel agents, and music stores have been disintermediated and their products moved online and into self-service; but insurance's complex nature has kept the local insurance agent viable. However, consumers are becoming better educated, price wars blast across all advertising, and people expect the same digital experiences across all parts of their lives, including with their insurance agent. Insurance Agency 4.0 will help agency owners and managers develop a custom path to modernize their business strategy relative to their people, marketing, operations, service, and sales while developing a practical approach to: - Discover and Analyze Your Starting Point - Develop Your Strengths, Weaknesses, Opportunities, and Threats - Build and Execute Your Customized Strategic Digital Plan
Do you know that starting an insurance agency is probably one of the best business ideas? Do you want to know . . . How some startups created billion-dollar-plus, insurance-based companies in the last 5-10 years? The secrets behind building a multimillion-dollar insurance agency? How to scale up an insurance agency profitably? How to cut through the noise in the market and differentiate your business? How to leverage technology to rise above (be seen and heard) the myriad of agencies around you and compete with both local and online agencies? How to build a team which carries your mindset to take care of clients and grow your business?If you are interested in learning about these topics, then you are at the right place. You can either spend years/thousands of dollars figuring things out for yourself or read this book and get wisdom from successful agents and thought leaders at top insurance agencies. I have interviewed Chris Paradiso, Mike Stomsoe, Mark Vitali, Ryan Hanley, Ryan Deeds, Kelly Donahue-Piro, Joe and Gina Clevenger, Nick Lamparelli, Tony Canas, C.J.Nolan, and dozens of other thought leaders and collated their wisdom in this book. This book will provide you a playbook which you can use to start, build, and scale up an insurance agency.
Jeanne Adelmann was raised in a middleclass, blue-collar family. Growing up in a male dominated world at home and in her community may have prepared her for her lifes work in insurance sales. When she started in 1978, there were very few women in sales and no women in sales management. She attained the highest level for a female in field sales in her company. In this frank memoir, she looks back at her pioneering careerthe good and the badand tells of one womans struggle to break down barriers in the business world of the seventies, eighties, and nineties. She recounts her uphill battle with splashes of humor as she struggles to open doors for women. Jeanne faced many challenges during her twenty-three years in insurance sales. She is proud of her work as a pioneer in creating new opportunities for those who followed her, opportunities that were not there for her when she entered the world of sales.
The Art of The Cross-Sale is yet another powerful insurance sales book from Gathoni Njenga, Author of Prospecting by The Numbers. In this book, she shares various useful sales and cross-selling tips based on her decades-long experience starting and running her own Insurance Agency. This is a useful book for folks looking to grow their existing book of business, or anyone starting out in the insurance business. Here is what this book will do for you: it will show you how to....-Use your existing resources to make more sales and money.-Retain more customers and increase customer loyalty.-Provide great customer experiences.-Set up practical systems that work to support your agency's goals.-Increase the value of your business!-Develop habits that consistently produce successful results.-Position yourself for increased output using sales scripts.-Get past slow growth by looking at the big picture. Never give up.
How I Built A $37 Million Insurance Agency In Less Than 7 Years is Darren Sugiyama’s tell-all book about how he started his insurance empire with nothing more than a cell phone, an unorthodox business plan, and a whole lot of ambition. In this book, Darren discusses How To Become A Master Recruiter, The Importance Of Having A System-Driven Business, How To Design High-Impact Sales Scripts, How To Deliver The Perfect Sales Pitch, How To Build a Company Culture, The Secret to Managing 1099 Independent Contractors, and much more.
Entrepreneurs, small business owners, independent agents, and non-profit employees often wear many hats and deal with limited time, budgets, and resources. In this practical primer, Linda Faulkner lays out the fundamentals, providing examples and tips so newcomers to the business world can easily gain an understanding of the challenges they face. Experienced professionals will benefit from a refresher on basic strategies and how to stay ahead of the competition. Starting with attitude and covering everything from money management to customer attention, Taking the Mystery Out of Business is a resource for entrepreneurs, employees, and anyone who has questions about the often mysterious world of business.