Why use a life insurance CRM?

As your life insurance business starts to succeed, it can be more difficult to keep track of multiple clients. Before you start to struggle with  which client is at which point of the sales process, consider using a life insurance CRM and sales solution like eFinancial’s Automated Life Insurance Sales System (ALISS). Stay Organized A life […]

3 Reasons to Attend Life Insurance Training and Continuing Education

Even the most veteran life insurance agents could benefit from life insurance training and continuing education. As a successful life insurance agent, you probably understand the basic ins and outs of the industry, but additional training and education can have many benefits, some of which we share today. The Industry Changes To remain successful it […]

Tips to Consider When Diversifying

Are you thinking of diversifying your business and selling a wider variety of life insurance products? We have some tips on diversifying that you may want to consider before you start the process. Ask Yourself Questions First, it’s important to determine whether or not your core business is stable and profitable. If it is not, […]

Life Insurance Apps for Agents

You’ve spent the money for a tablet or smart phone, so log off of Facebook, stop playing games and start using it for your business. Apps can help save you time, money and help you be more organized. We have found some of the best apps for life insurance agents below. Life Insurance Sales Application […]

Three Ways to Convert Life Insurance Leads

So you’ve gotten life insurance leads through a paid lead generator or organic website visits. But now what? It’s up to you to convert them into sales. We’ve got three tips on how to convert leads into solid sales. Be Up Front: It’s important for your client to trust you, and one simple way to […]

How To Find Organic Life Insurance Leads

Organic leads are leads that come to you or your website naturally, through an Internet search engine, social media or links on other websites. Organic leads can be more cost-effective than paid leads, since they occur naturally, but do require a well thought out marketing plan and strategy. To find more organic leads, make sure […]

5 Steps to Improve your Website

More often than not, a client is going to check out your website even before contacting you. Your website is an important marketing tool, and it should be professional, easy to use and have plenty of information. We’ve got five tips to help you whip your website into shape. Back to Basics Take a look […]

Life Insurance Social Media Mistakes

A social media presence can go a long way in helping any agent succeed in life insurance sales. But there are some common mistakes that may do more harm than good when it comes to social media and marketing. You’re Not Active If you have a profile but aren’t actively updating it at least once or twice […]

Use Social Media for your Insurance Company

Are you using social media to promote your life insurance business? If not, you should be. Most consumers spend a significant time of their day on their computer, using social media sites to share information with friends and family. Having a social media presence will help others to learn about and promote your company. How Can […]

How to Build Trust as a Life Insurance Agent

No matter what kind of business you’re in, trust plays a large role. Life insurance is no different. Before people buy life insurance, they need to feel like they can trust the insurance sales agent and that the agent cares about them. Until people know that you care about them, they’re likely to view you […]