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Sales isn’t just about unloading your product to consumers. It’s about finding a pain point and fulfilling someone’s needs or wants – your job as a salesperson is to dissect your customers, identify what that need is for them, and find a way to fill it.

Many independent insurance agents, both new to the industry and established agents, at some point find themselves asking the question: “Should I join an aggregator or agency network?”

Many independent insurance agents, both new to the industry and established agents, at some point find themselves asking the question: “Should I join an aggregator or agency network?”

Travelers Insurance

Josh Seibert, Sandler Training

The STORY:

How many salespeople have the guts to state, “Off the record, since you have decided not to buy . . . what are you really looking for?”

As insurance agents, we are our clients’ first line of defense against all sorts of risks. It’s our responsibility to inform them about every threat facing their business and encourage them to protect themselves. So why are so many businesses going without cyber insurance?

Most insurance agents can write auto and home policies in their sleep, and many understand commercial insurance like the back of their hands. But sometimes, clients throw us curve balls.

Smart Choice and CalSurance Associates welcome you to the Smart Choice E&O Prevention Newsletter, your resource for loss prevention education.

Are you taking advantage of everything your Smart Choice® relationship offers you?

As the excitement of New Year’s fades, and the boredom of late winter settles in, the feeling of a new beginning often fades as quickly as it began. But now is the time to dig in and do something different to grow your agency.

The goal of any independent insurance agency is to grow and build long-term wealth. To get to a place where an agency can fund growth initiatives and make money, owners often obtain capital via specialty loans, use of liquid investments, seller finance, or funding from friends, family, and other supporters.