September 4, 2021
zywebWhy Cross-Selling and Retention Correlate
One commonality among most insurance agencies is “hitting the nail on the head” when it comes to retention. Many agencies will rely on loyal customers who renew based on their agent's good customer service, convenience, and their relationship with that agent or agency over a period of time.
August 28, 2021
zywebBuilding Customer Relationships: The Importance to Your Agency
No matter what career path you choose, you build professional and personal relationships with your clients. Coming from an insurance background myself, I understand how important those relationships are. Not only am I finding common ground with people I haven’t met, I make sure I am branding myself and my agency.
August 25, 2021
zywebFive Questions to Ask Before Niche Marketing
Niche marketing in the insurance space can be somewhat tricky business. It can also be immensely profitable. Niche marketing generally allows agencies to enjoy deeper market penetration, stronger retention in the niche segment, a more predictable flow of referrals, and stronger rate negotiation leverage with carriers.
August 19, 2021
zywebTarget Marketing: Branding Your Agency to “Gen Y”
Marketing and branding have always been important aspects to “selling” a product or business idea. Since the rise of technology in the last 20 years, businesses are finding it more competitive and difficult to reach their targeted consumer. We have reached a time where social media, email marketing, text message marketing, and even Instagram are tools for attracting consumers.
August 14, 2021
zywebCommunity Involvement and Your Agency: Why It Matters
When you think of community engagement, one tends to think of donating money or helping out at the local soup kitchen. Small businesses today are taking advantage of the benefits that come with community engagement.
August 7, 2021
zywebRefresh Your Employee Performance Review Process
As a business owner, it is imperative to have an employee evaluation to measure your employees' overall performance in your agency. In today’s world, more and more companies are focusing on performance management. Businesses are now required to become more efficient, execute better business strategies, and accomplish more tasks with fewer employees in order to remain competitive.
August 6, 2021
zywebCase Study: Teaching an Old Dog New Tricks
Increased competition in the insurance industry has bred increased competition internally at many agencies. And when one agency realized that their current system did not allow for the right way to attract and nurture the right leads, they sought out a new way to grow revenue.