Habits of Successful Insurance Agents Who Work From Home

In today’s digital world, more and more insurance agents are building successful careers from the comfort of their homes.

That said, not everyone is cut out for remote working.  

If you’re new to working from home and aren’t sure what to do, we’ve got you covered.

Here are seven tips for insurance agents that should help you be more effective if you work at home every day.

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6 Phone Prospecting Tips for Insurance Agents

Every insurance agent needs to spend a lot of time on the phone with prospects in order to grow their business.

Without the right plan in place, however, many of those phone calls might be for naught.

Here are six phone prospecting tips for insurance agents that should help you enjoy more productive conversations with your leads—and close more deals as a result.

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What Your Clients Expect from Their Insurance Broker

Buying insurance is a major decision everyone must face.

Your clients need insurance to protect themselves and their loved ones, so they look for insurance brokers who have a certain set of skills that make them feel at ease when searching for coverage that meets their individual needs.

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Quote and Enroll Software for Insurance Agents vs. Carrier Direct

Imagine you’re planning a vacation to Hawaii, and it’s time to book a flight.

You could visit each company’s website to find out what Delta, American Airlines, and Southwest Airlines have to offer—and then cross your fingers and hope you find the best deal.

You could also use a comparison shopping tool such as Kayak to search every airline’s website at the same time. In doing so, you’d get a real-time comparison of all flights that meet your criteria, increasing the chances that you find a flight that’s convenient and best for your budget.

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How to Optimize Your LinkedIn Profile for Better Insurance Referral Marketing

Are you looking to grow your insurance agency or brokerage?

One of the easiest and most cost-effective ways to do that is by strengthening your insurance referral marketing program.

If you’re not quite sure what referral marketing is, here’s a brief refresher: Essentially, you offer your clients the ability to refer business your way in exchange for some kind of reward—such as a commission, a discount on their services, or a gift card. Review federal and state regulations for incentives before you start any referral program promotions.

These authentic word-of-mouth recommendations don’t take up any of your time, and they’re quite effective. Data shows that referral marketing is much more persuasive than traditional outreach. Customers are four times more likely to make a purchase when someone they know referred them. What’s more, referred customers have a 16 percent higher lifetime value.

With the right approach to referral marketing, you can sell insurance right from your home—and do very well.

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5 Tips for Better Email Subject Lines to Help You Close More Insurance Sales

Email plays an incredibly important role in insurance marketing outreach because it’s a relatively low-cost and intimate form of marketing that has tremendous upside.

When done correctly, email marketing helps you develop trusting relationships with prospects and nurture relationships with customers—which helps you close more deals, upsell to current clients, and support your referral business.


First impressions matter, and successful email marketing campaigns start with engaging subject lines.

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