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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.

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Former California Insurance Agent Sentenced for $3.7M Fine Art Policy Scam

Insurance Journal

A former California insurance agent was sentenced to 50 months in federal prison for defrauding a lender out of $3.7 million with bogus applications for fine art insurance policies. Tonja Van Roy, 59, of Las Vegas, but who formerly operated …

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NC Insurance Agent Charged With Manipulating Life Policies for Personal Gain

Insurance Journal

A 43-year-old North Carolina insurance agent is out on bond after she was charged with using clients’ identities to gain illicit commissions on life insurance policies, the state Department of Insurance announced. Ashley Barnhardt, of Locust, near Charlotte, was charged …

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How to Cancel Your Car Insurance Policy in Germany Without Paying Extra Fees

Top Insurance Blogs

You can cancel your car insurance policy in Germany without incurring extra fees if you understand the process and adhere to the stipulated timelines. As a licensed insurance agent with over a decade of experience in Germany and a policyholder for more than 20 years, I’ve guided numerous clients through this procedure.

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Why Do Agents Sell Insurance Requiring Disputes to Be Fought in Faraway Courts?

Property Insurance Coverage Law

I often wonder if insurance agents read the insurance policies they provide to their clients before selling the product. Why do insurance agents sell policies with clauses that require disputes to be in faraway places?

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When No One’s Home: Understanding Roleof Vacancy Insurance

Triple-I: Homeowners Insurance

From burst pipes and property theft to liability and squatter intrusion, a home left unoccupied for an extended period is exposed to a unique set of hazards, many of which may not be covered by a standard homeowners’ insurance policy. The estimated cost of repairs exceeded $60,000.

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Trust, And Verify: Ensuring Your Insurance Coverage

Shield Insurance Agency

In today’s fast-paced world, we often rely on others to handle essential tasks, and insurance is no exception. Trusting your insurance agent is crucial, as they play a vital role in protecting your assets. Here’s what happened: The client requested to add a home to their insurance policy.