Name: Smart Choice
Address: 4121 Beechwood Dr., Greensboro, NC, 27265
Telephone: 888.264.3388

Blog

Insurance Sales Tips: How to Sell More Without Being Pushy

Insurance sales tips for independent agents: lead with coverage reviews, ask better questions, and close on value to sell more policies without being pushy.

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Blog

Digital Marketing for Insurance Agents: Which Channels Bring the Most Leads?

Digital marketing for insurance agents works best when you know which channels bring leads. Compare local SEO, paid search, social, email, and referrals.

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Blog

What Is an Insurance Agency Perpetuation Plan? Key Steps and Timeline

Learn what an insurance agency perpetuation plan includes, from successor options and buy-sell terms to funding and a 5 to 10 year exit timeline.

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Blog

How to Plan Your Insurance Agency Exit 5 to 10 Years Out

Plan your insurance agency exit 5 to 10 years out with a phased timeline for valuation, successors, taxes and income.

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Team Q&A

From Hollywood to Insurance: Krista Gonzalez’s Leadership Journey at Smart Choice

Smart Choice North Carolina State Director Krista Gonzalez shares how relationships, mentorship, and a passion for helping independent agents have shaped her career and approach to leadership.

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Blog

What Is a Captive Insurance Agent? Pros, Cons and Career Fit

Should you start your insurance career as a captive agent? Learn how captive agents get paid, the pros and cons, and when to go independent.

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Blog

What Separates Insurance Agents Who Succeed From Those Who Quit

Learn why most new insurance agents quit, what the ones who succeed do differently and a plan for your first 3 years.

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Blog

How to Transfer Your Insurance Agency to a Family Member or Key Employee: A Step-by-Step Playbook

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Whitepapers

How to Keep a Bigger Piece of the Commission Pie

Learn how commission splits, caps, and fees affect independent insurance agency earnings—and how to keep more of the commissions you earn.

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Blog

Best Practices for a New Insurance Agent Deciding Their Long-Term Career Path

Best practices for new insurance agents deciding their long-term career path, from captive vs. independent to ownership.

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News

Smart Choice Named Inc Power Partner for 5th Consecutive Year

The annual list recognizes the leading B2B companies that have proven track records of supporting entrepreneurs and helping companies grow.

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Case Studies

How Smart Choice Opened Doors to A-Rated Carriers

Discover how Smart Choice helped a new independent insurance agency overcome carrier access challenges, secure A-rated markets, and unlock growth opportunities.

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2026 Personal Lines Edition

Blog + Magazine

Insurance Sales Tips: How to Sell More Without Being Pushy

Digital Marketing for Insurance Agents: Which Channels Bring the Most Leads?

What Is an Insurance Agency Perpetuation Plan? Key Steps and Timeline

How to Plan Your Insurance Agency Exit 5 to 10 Years Out

From Hollywood to Insurance: Krista Gonzalez’s Leadership Journey at Smart Choice

What Is a Captive Insurance Agent? Pros, Cons and Career Fit

What Separates Insurance Agents Who Succeed From Those Who Quit

How to Transfer Your Insurance Agency to a Family Member or Key Employee: A Step-by-Step Playbook

How to Keep a Bigger Piece of the Commission Pie

Best Practices for a New Insurance Agent Deciding Their Long-Term Career Path

Smart Choice Named Inc Power Partner for 5th Consecutive Year

How Smart Choice Opened Doors to A-Rated Carriers