7 ways to grow your life agency

By bmann6

Partners Advantage Insurance Services


As time passes, we all develop habits when conducting business. We sell the same products over and over again, and at some point, stop looking for new and creative ways to present it. Find continued success following these seven steps.

1. Don’t win business based on price.

Many clients will initially claim that price is the number one factor in determining what they purchase, but the reality is that customers are often willing to spend more to achieve their goals.

2. Help your clients see the need for insurance products.

Before they’ve even met you, customers already have an idea of what they want, but your job is to share information to help clients understand the value of a variety of products that could help protect their financial future.

3. Don’t limit your sales to only one product.

Share multiple products with your clients, because rarely do they visit a store and only buy just one thing. But if you don't talk to them about other products, they will find someone who will.

4. Make bigger sales.

Help clients understand how larger amounts of insurance can help them achieve their long-term financial goals.

5. Develop proven methods that attract new clients.

Some of the most successful financial professionals learn what works for them when it comes to bringing in new business. Whether it’s direct mail, workshops, networking, advertising, word-of-mouth or other marketing efforts, be consistent.

6. Stay proactive.

These steps may seem easy, but don’t become stagnant. It’s important to stay proactive so you generate business and overcome plateaus.

7. Invest in yourself.

Be sure to invest in yourself and your business throughcontinual training, research and study. Our world moves quickly, and we all need constant refreshment on top sales techniques, product training and new industry developments.