article thumbnail

Post-Sale Follow-Up Plan for Insurance Agents in 2025

Final Expense Brokerage

April 10, 2025 2:50:22 PM Contact Us Share: How to Build Lifetime Clients After Closing the Sale Selling a life insurance policy isn’t the end - it’s the beginning of a long-term client relationship. Top-performing insurance agents know that what happens after the sale often determines retention, referrals, and repeat business.

article thumbnail

Top Prospecting Strategies for Life Insurance Agents in 2025

Final Expense Brokerage

Build value before pitching. Lead Generation Platforms : Invest in reputable vendors that offer exclusive , real-time , or aged life insurance leads. Build Instant Trust With Today’s Life Insurance Buyers Modern buyers value authenticity. Building credibility starts the moment they interact with you.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Insurance Agent Negligence Cases Are Rarely Easy to Prove

Property Insurance Coverage Law

Insurance agent negligence cases are rarely easy. A recent decision offers valuable insight into how insurance agent negligence claims play out when organizations misunderstand the scope of their insurance coverage.

article thumbnail

The Ultimate Guide for Insurance Agents: How to Build a Profitable Final Expense Business

Final Expense Brokerage

The Key to Success: Quality Leads One of the most common struggles insurance agents face is finding high-quality leads. Selecting the Right Products for Your Clients Offering the right products to your clients is critical in building trust and ensuring their needs are met.

article thumbnail

How to Hire and Manage Remote Insurance Agents: A Guide for Agencies 

Agency Height

Learn how to hire and manage remote insurance agents effectively. This guide covers benefits, compliance, tools, and best practices for building a successful remote team.

article thumbnail

The Insurance Broker’s Guide to Better Client Emails | Solstice

Solstice Insurance Broker

Email is one of the most powerful tools in an insurance broker’s toolkit. Whether you're reaching out to a new lead, reconnecting with a past contact, or nurturing a long-term client, the right message at the right time can build trust, drive engagement, and grow your business.

article thumbnail

The Ultimate CRM Automation Playbook for Insurance Agents

PSM Brokerage

Fuel Growth by Optimizing Your CRM In today’s fast-paced insurance market, staying organized, responsive, and relevant isn’t just an advantage—it’s a requirement. Whether you're building a book of business or managing a growing team, your CRM can be your most powerful tool—if it’s set up right.