Topic

Insurance professionals

Insurance agent talking with potential clients
Insurance professionals
How to get and retain clients for your insurance business

Once you secure clients, your insurance business can start relying on premium renewals to bring in revenue. So, how does a new insurance agent get clients in the first place? Here are our top five...

A series of headshots of different professional people.
Insurance professionals
How to become a licensed insurance agent
Working as an insurance agent allows for flexibility, and it often takes only a few weeks to acquire a license.
A business owner reviews a document with a client.
Professional liability / E&O
Who needs errors and omissions insurance?

Errors and omissions (E&O) insurance can cover your legal expenses if an unsatisfied client sues your business for any mistakes or oversights. Anyone who provides professional advice or services to...

Business people reviewing contract
Professional liability / E&O
Who needs professional liability insurance?
Professional liability insurance is a must-have for many businesses, especially if you provide a service. Read on to see if this coverage is right for you.
Insurance agent discussing licenses with customers
Insurance professionals
Can you sell insurance without a license?

Starting and running your own insurance business comes with a lot of requirements, including a license to sell or broker insurance. In some instances a license isn't required, but the best way to...

A group of young people smiling.
Insurance professionals
5 rock-solid reasons to choose a career in insurance

Even if you don’t find insurance the most fascinating topic, choosing a career as an insurance agent pays off in abundant job opportunities, the chance to use a wide variety of skills, and other...

Insurance agent marketing their business online.
Insurance professionals
How to market an independent insurance agency
Marketing for insurance agents can include everything from polishing your website to sponsoring a community event. Find the methods that work best for your agency and your clients.
Man looks at his computer with concern.
Insurance professionals
What to do when your client wants to cancel a policy
Insurance cancellations are a fact of life for every insurance agent. Here’s how you can keep them to a minimum – and what to say when a customer wants to cancel.
Frustrated man with a laptop
Professional liability / E&O
Professional negligence vs. ordinary negligence: Is your small business at risk?
Accusations of either professional negligence or ordinary negligence can land your business in court. Learn the risks of both to your business and how to protect against lawsuits.
Five people working together at a table.
Insurance professionals
How to build an insurance agency business plan

A thoughtful business plan provides a roadmap for building a successful insurance agency. Here’s what to include in yours, from objectives and product offerings to your target market and financial...

Young businessman working at home with laptop and papers.
Insurance professionals
How to start an insurance company in 7 easy steps
Building an insurance company is no small task, but with some sweat equity and the right focus you can turn your dream into a reality. Here are the basic steps to get started.
An insurance agent shows a young couple some forms.
Insurance professionals
6 common errors and omissions claims against insurance agents
Insurance agents should take steps to protect themselves from costly errors and omissions claims, including being adequately insured themselves.
People mingling at a networking event.
Insurance professionals
6 lead generation tips for new insurance agents
Finding new insurance clients isn’t always easy, even for the most seasoned agents. That’s why we’ve curated this list of six approaches to lead generation for insurance agents just getting started.
Three cheerful people talking on the phone.
Insurance professionals
4 surefire ways to boost insurance cold calling results
Cold calling is a reliable way for independent insurance agents to get new clients – but the number of rejections can be daunting. Improve your odds with these insurance cold calling tips
People working on laptops.
Insurance professionals
How to grow your insurance business with social media
Social media can be a powerful tool for insurance agents. These tips can help you engage your clients, generate new leads and help you gain new customers.
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