Published: January 17, 2018

An Insurance Agents Advice… In thinking back over my years as an a Professional Insurance Agent/Broker there are several things that come to mind that have helped me succeed. These 6 tips are relevant to all top performing advisors.   Business is different today than it has been in the past. We have a influx of technology, delivery platforms, robo-advisors and automated turnkey solutions. The baby boomer generation of advisors must reach the younger generations in a completely new way than how they grew their businesses initially.

suit   As you grow your business this year and aim to keep top-of-mind in the marketplace, keep these tips in mind:

  1. Focus on the client needs.
    1. Communicate frequently with clients to review changes in their life and offer solutions.
    2. Convey how much you value their business and your concern for the well-being and happiness.
  2. Offer solutions, not products.
    1. Ask questions. Find out what their needs are and then suggest products as a solution to their needs.
    2. Build a network of professionals who offer expertise or products you do not. This way you can refer your client when they have a need.
  3. Gain new business.
    1. Differentiate yourself, communicate your brand and encourage referrals.
    2. Focus on building business in various niches that you haven’t pursued before.
  4. Invest in your brand and brand awareness.
    1. Define what sets you apart.
    2. Create your that communicated why you are the right advisor for them to help them meet their goals.
  5. Develop a digital footprint.
    1. Use a variety of platforms to engage your clients – email, social media, website, mailers, etc.
    2. Distribute free content on your site and tools as a way to draw visitors and boost engagement.
  6. Target the next generation of investors.
    1. Provide advanced technology solutions and exceptional customer service.
    2. Create options that combine a collaborative approach, personalized service and a mix of solutions.

  Keeping you protected,   Rick   All Access Insurance in Littleton, CO,  who represents multiple insurance companies as a “Broker” and provides products for auto, home,  commercial,  workers compensation, and much more!   Call us today for a free quote at (303) 932-1700