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[14 Nov] The 4 Personality Types and How to Sell Them Insurance

Each one of us has our own specific personality type (one of four types, actually. See this blog post for more reference on the types and how to sell to them) and personality profile that helps to motivate us to learn more about, or get turned off from, an entire process. In insurance, we have […]

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[08 Nov] Client Case Study: Midwest Insurance Corp., an AppX Retention Story

Midwest Insurance Corporation Overview: Located in Iowa and serving all of the Midwest and beyond, Midwest Insurance Corporation is a multi-line, independent insurance agency comprised of a team of experts committed to thoroughly understanding each client’s unique situation and going the extra mile to offer them the service and products best tailored to their needs. […]

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[31 Oct] Why Quoting Over the Phone Saves the Insurance Agent & the Client Time

As I travel across the country, there is one thing I’m still amazed by. It’s agents’ apprehensions regarding quoting insurance over the phone. We get tons of bitter looks when we even mention it. This is a hideous, horrible concept for many people—thoughts of doom and gloom of the technology not working, and heaven forbid […]

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[22 Oct] How a Clean Desk and Notepad Will Save Your Sanity

In insurance, we love paper. I mean, like, really love killing trees to touch and feel paper. I’ve actually been in agencies when we speak to the need to reduce paper, people have such a reaction that they get lightheaded and we need to hold back. Don’t get me wrong – there are times when […]

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[17 Oct] What to Consider When You’re Acquiring an Insurance Agency

For many agents, the prospect of being able to acquire another agency is the equivalent of winning the lottery. With bigger premiums, commissions, and bonuses, they can be profitable. When someone is interested in you taking over their baby, you feel honored! However, in order to successfully and painlessly take on the challenge, you have […]

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