EverQuote Blog

Calling leads—whether you’re reaching out to warm leads or making cold calls—is just part of being an insurance agent. Right?

Dreaming of starting your own agency? One of the biggest choices you’ll have to make during your earliest planning phase is whether you’d like to oper...

Think starting an insurance agency is a big deal that requires a ton of time and money?

What’s the biggest mistake you’ve made with your insurance agency? We polled a number of experienced agents and asked them to share with us their answ...

Recruiting insurance agents is always a challenge. Finding great ones is even more difficult, especially when you’re short-staffed and need someone to...

If you’re considering buying leads to help boost your business, be aware that not all leads are created equal—and neither are the companies they come ...

Let’s face it: Being an insurance agent isn’t necessarily on anyone’s list of dream jobs.

Selling life insurance can be a notoriously difficult and time-consuming process. Upwards of 90% of life insurance agents fail within their first year...

Is it your insurance agency’s goal to grow your business (and in turn, make more money)? If you’re like 99% of agents out there, you’re nodding yes.

You can’t run a successful agency without getting to know people. If you sell insurance, networking is the key to getting high quality referrals and f...

For insurance agents, retaining a current customer is less costly and less time-consuming than winning over a new client. But many agents struggle wit...

If you’re a P&C agent, you’ve probably built your agency on auto or home insurance sales. There’s no harm in that! Everyone who owns a home or a c...

In the grand scheme of digital insurance agency marketing, paid advertisements might seem like a no-brainer. You commit to investing a certain dollar ...

If you’re at all familiar with digital marketing—maybe you’ve dabbled in it a bit or even just done a quick search for insurance agency marketing tips...

Scott Grates, insurance agent and co-founder of Insurance Agency Optimization, is renowned for his ability to fuel his business off of referrals.

When it comes to nurturing your insurance agency’s online business reputation, there are numerous strategies you can use. However, if you have to pick...

If the year 2023 had a buzzword, that buzzword was definitely AI. Artificial intelligence took off in the mainstream like never before, leaving busine...

Despite current economic complexities, many industries are still hiring at a dependable pace. Among them is the insurance sector, which is facing a si...

If you had to name the most tedious, time-consuming, thankless task in your insurance sales job, what would it be?

Creating a new insurance agency is a complex process, just like building any new business from the ground up. One of the most crucial—and often intimi...

Whether you're a brand new agent or one with several decades of experience, the idea of opening a new insurance agency probably seems daunting—where d...

Creating a new insurance agency is a complex process, just like building any new business from the ground up. One of the most crucial—and often intimi...

Is buying warm life insurance leads the right option for your business? It can be! Keep reading for more details that will help you understand what yo...

At EverQuote, we work with insurance agencies every single day. We hear so many stories of how the process of hiring new agents is fraught with pitfal...

How can you, as an insurance agency owner or manager, successfully hire and retain new agents in today’s economy?

Not all auto and home insurance leads are equal. Boost your results to the next level with warm EverQuote home insurance leads. Agents often turn to a...

Right now we're in the midst of a massive ongoing transformation of the insurance industry - particularly when it comes to property and casualty insur...

The majority of insurance agencies buy leads—it’s simply a fact of doing business for contemporary agents.

If you’re a relatively established agent with experience selling auto or home insurance, you may have asked yourself the question, “How can I diversif...

Nick Mathews EverQuote Testimonial from EverQuote Pro on Vimeo. After co-founding Nations Choice Insurance in 2017, independent agent Nick Mathews tri...

For most Americans, using a smartphone to send text messages is just another part of daily life. So it probably comes as no surprise that some of the ...

The cost of car insurance matters—and that’s never going to change. And when a customer is unaware of the other factors at play when it comes to insur...

According to a survey by renowned global HR consulting firm Robert Half, a bad hire will result in 33% of wasted time; employee productivity will redu...

For many P&C focused insurance agents, auto insurance sales are a huge part of their business. Even increasing auto insurance sales by 10% can hav...

It’s an online, 24/7 world, even for the insurance industry.

When you get a lead from EverQuote or anywhere else, some are bound to convert fairly quickly. But the majority of sales arise over time as the result...

Building a strong team is an essential step for every insurance agency. But once you’ve hired your new staff, you face a new challenge: retaining your...

When it comes to working insurance leads, writing a multiline policy for a new client is one of the best outcomes an insurance agent can ask for. But ...

In terms of sheer numbers, Millennials (those born between 1981 and 1996) are now the largest generation in America (according to the US Census Bureau...

When it comes to the art and science of closing a sales deal it’s fair to say that Steve Wilmer is an expert. From the United States Marine Corps to l...

For a significant number of insurance agents today, dedicating hours to calling internet leads is a seemingly unavoidable part of running their busine...

Insurance agents are often so accustomed to serving others that it can feel somewhat "unnatural" when it comes it reversing roles and thinking about p...

Where To Buy Insurance Leads: 8 Options 1. Online Lead Aggregators Benefits:

The pandemic changed everything—especially in the insurance world—and now, insurance agents are struggling to hire more than ever. Agents are not only...

The magic of the second close. It’s every agent’s dream (or at least, it should be) to bind more policies with the clients you already have. And fortu...

One of the most common statements we hear from people interested in taking the leap into selling insurance is that they simply don’t know where to sta...

We're thrilled to announce that EverQuote’s next virtual conference – BIND Fall Forum 2022 – will be taking place on Thursday, October 27, 2022 from 1...

As you look toward professional development in the new year, you may be wondering which insurance conferences you should attend. We’ve surveyed our te...

Read the article in English / en inglés here: https://learn.everquote.com/5-tips-spanish-insurance-customers Si eres un agente de seguros que trabaja ...

Read the article in Spanish / en español here: https://learn.everquote.com/5-tips-spanish-insurance-customers-en-espanol If you’re an insurance agent ...

If you know an agent that would benefit from EverQuote's best in class insurance leads or calls, we are currently offering a generous referral bonus! ...

Insurance lead generation companies sometimes seem like they are a dime a dozen. But finding a lead generation partner that actually gives you a retur...

What are the most important things new insurance agents should do to set the stage for a profitable agency? To find out, we asked agents who have actu...

Insurance agents and policy holders across the United States are facing an escalating crisis of inflation that is driving across the board increases t...

When deciding to be an insurance agent, you have two options: You can choose to be appointed as a captive agent or as an independent agent. If you’re ...

Nearly any insurance agent who’s been in business for an extended amount of time can tell you that new opportunities can be difficult to come by. So w...

In any industry, identifying and minimizing the impact of future threats is an important part of risk management. Insurance is one way to mitigate ris...

Being an insurance agent can be difficult, especially at first—only about 8% of new agents survive their first year in business. It’s hard to jump int...

Do you hear the words insurance agency automation and imagine robots taking over your business? Think again. When applied to insurance, automation can...

“How we spend our days is how we spend our lives.” -Annie Dillard

In 2020, 18.4% of Americans were covered by Medicare—that’s nearly 60 million people, or close to 1 out of every 5 people in the entire country. Knowi...

If you’re considering becoming an insurance agent—or if you’re already an agent looking to inform and adjust your salary expectations—you may be wonde...

You can think of Millennials almost as the “middle child” because they tend to be looked over by other generations. Baby Boomers consider them youngst...

Most would-be insurance agents think the only challenge in being an agent lies in finding new leads. But experienced agents know that, while lead gene...

If you’re considering entering into the insurance industry in 2022 and trying to figure out where you should land, one of the first things to investig...

If you had polled 100 professionals in 2019 and asked them what their work dream was, they’d probably say working from home. Well, that dream has come...

As with most things, there’s no “silver bullet” to becoming successful and extremely profitable in the insurance industry—if there was, every agent wo...

One of the most difficult aspects of implementing any new business initiative is not knowing how to get started, especially when it feels like you’re ...

These days, search engine results for nearly any query are stuffed with content. Even if your insurance agency’s website is top-notch, you still need ...

At some point early in your career, you may have had to collect information from prospects in person or over the phone. It may be an unhappy memory; y...

“Hard work beats talent if talent doesn’t work hard”—or so many athletic coaches like to say. Advertising is hard work, but it’s a necessary step to h...

When you’re considering a career as a life insurance agent, the prospect of an exam may feel daunting. (After all, didn’t you finish those for good af...

We're thrilled to announce EverQuote’s virtual conference – BIND 2022 – will be taking place on Thursday, February 10, 2022 from 11:00 AM to 4:00 PM E...

We all know the saying about the two things you can count on in life, and one is taxes. For many of the 72 million Americans who prepare their own tax...

When you originally created your website, probably the first things that came to mind were visual elements—layout, color palette, font, etc. In realit...

In an ideal world, every new customer your insurance agency signs on would stay with you forever. However, insurance professionals know this isn’t rea...

When was the last time you checked your email? Chances are, it’s not been too long—one study shows that 82% of people check their email at least daily...

For agents, insurance lead generation isn’t just a good idea—it’s a way to grow your business, reach goals, and make more money. This thorough guide w...

Every sales role has moneymaking potential. This is true for many industries, including insurance. Regardless of the type of insurance you sell—auto, ...

Insurance can be a tough game to play. Even after talking to multiple clients in a day, they still might all wind up saying no to a winning sales pitc...

Warm leads and warm transfer calls are some of the best kinds of insurance leads an agency can invest in. It all has to do with math—time cost and opp...

Bringing in new clients is one of the most difficult challenges insurance agents face. You need a continuous flow of leads—people who may have an inte...

With 2021 coming to a close, insurance agents –like many other small business owners in the U.S.– are thinking about end of year tax planning. The goo...

Whether you’re new to the insurance industry or a decades-long veteran, one thing is certain: The learning never stops.

Every sale starts as a lead, but—as salespeople in every industry know—not all leads are the same. As an insurance agent, it’s important to know the d...

Hiring top talent is a crucial part of any business. With around 400,000 current insurance employees likely to retire in the next few years (according...

Want to be a successful agency owner? Then your team needs to write a lot of policies. Want to write a lot of policies? Then your agents and producers...

As more members of Generation Z start transitioning into the workforce, there's one industry that may not be high on many priority lists — but it shou...

Growing your agency’s book of business depends on you being a more trusted source of information than other agents—and in somes cases, than the compan...

When natural disasters strike, it's inevitable that Errors & Omissions (E&O) claims will follow, as consumers claim that their insurance polic...

There is no one single way to be a successful insurance agent; every agent or producer strives to figure out what works best for them in terms of effi...

Analyzing data and interpreting metrics are important tasks for any insurance agency. In this recent article, author Paul Buse sets up a useful metaph...

Outbound phone calls are an unavoidable fact of life for most insurance agencies. However, the average person typically receives numerous calls a day ...

Impactful and influential leadership is key to any company's success. Leadership sets the tone from office morale all the way to your company's result...

In today’s era of digital technology, it can often seem like just when we get used to one software, a “new and improved” product is released and it ca...

While acquiring new customers is vital for any agency's growth and success, it is just as important to retain your current customer base and make sure...

With COVID bringing a temporary pause to community networking, auto insurance agents have had to seriously rethink how they maintain their outbound pr...

With all of the new opportunities for consumer insights awarded to us by technology and data, insurance agents are able to learn more about their clie...

“Nothing ventured, nothing gained.” You’ve probably heard this saying before—and if you’re an insurance agent intent on growing your agency, take it t...

EverQuote is currently offering a double referral bonus! That means you can receive a payout of up to $1,000 for every qualified agent you refer! If y...

The impacts of the COVID-19 pandemic continue to significantly affect our ways of life, especially regarding the workplace. With many industries, jobs...

Can a positive attitude really help bolster sales performance and set your producers up for more success? Absolutely—data shows that there’s a correla...

If you’re considering buying an insurance agency, you’re probably doing a lot of research. We wanted to assist in that process by providing some first...

It can be challenging for insurance agency owners to retain customers and generate new leads while competing against the advertising, pricing, and rea...

The online reputation insurance agencies earn sticks with them for a very long time—what you see on Google is hard to erase, or even alter, especially...

Making mistakes is an inevitable part of running an insurance agency (or any business for that matter). However, mistakes can also provide great learn...

From a business standpoint, insurance agencies are either changing or dying. If your agency isn’t continually evolving technologically, professionally...

Long gone are the days of insurance agents carrying Blackberries and dealing with limited access to email (though, really, those days weren’t too long...

Converting leads efficiently and effectively is vital for any insurance agent or agency. While shortening the conversion cycle can be tricky, there ar...

Insurance lead generation companies sometimes seem like they are a dime a dozen. But finding a lead generation partner that actually gives you a retur...

One of many challenges for agency owners is hiring top candidates and overcoming employee turnover rates. It can be a difficult balance to provide gre...

For insurance agents looking to drive traffic and boost sales, social media can prove a very powerful tool. In this recent post from the Insureon Smal...

For many insurance agents, the internet is an ideal tool to connect with consumers and grow your agency, especially with the significant digital shift...

Increasing and maintaining retention levels is one of the best ways to improve the profitability and revenue of an insurance agency. While there are m...

Incorporating and fostering a more diverse and inclusive workforce is becoming increasingly important for businesses today. As National Association fo...

It's no secret that for most agents, getting a steady flow of new clients month after month can be one of the most difficult parts of being an insuran...

Statistics show more than 68% of consumers prefer to use online channels to look for information about insurance—with this many people using the inter...

We've all heard the dire predictions: insurance agents are going the way of the dinosaurs and consumer self-service is the way of the future for the i...

It seems like insurance lead companies are everywhere nowadays. All of them promise to deliver “high-quality” leads, but how do you ensure that what y...

You’ve got a lot on your plate—between mining your books, managing referrals, building requotes, and so much more, it can be hard to find where to tri...

What are your biggest pain points as an insurance agent? Over the years, we’ve spoken with thousands of agents about what they find to be the most str...

How EverQuote’s Lead Connection Service Works

Often times producers are amazed to learn that asking the right insurance sales questions will make a huge difference not only in closing the sale, bu...

The trick to generating more leads as an insurance agent is connecting your agency with the right consumer and the right product, at the right time.

Have you ever wondered what really successful agents do that the other agents don’t? What new habits can you adopt to bring your agency to the next le...

The insurance industry has come a long way in its approach to diversity and inclusion, but there is still progress to be made. Today, leaders of insur...

How many insurance leads should producers be working?

Serving your community not only builds purpose and improves the lives of others, but it can also build your book of business. Donating your time, mone...

Insurance Agent CRM Solutions: What's The Best Option?

If you’re an insurance agent focused on making sales and growing your business, you may have wondered about the differences between demand generation ...

Plenty has been written about COVID-19, but with the end within sight, what is still unclear is how different the post-pandemic world will be as a res...

Originally published on: https://blog.club.capital/3-takeaways-for-agents-on-new-financial-relief-package

Imagine if you could sit down with a successful insurance agent who’s led one of the fastest-growing agencies in his market, and learn the exact proce...

Growing Pains for a New Agent

Key performance indicators (KPIs) are metrics that help you understand your personal or organizational performance. As an insurance agent, you may be ...

No matter the type of social media marketing you’re considering for your insurance agency, focusing on relationship-building via social media can help...

Engaging in conversation, being helpful, being present—these are all relationship-building techniques that help insurance agents make sales. If you’re...

If you landed here by searching “insurance sales pitch examples,” let me caution you: Using generic scripts is not always the best thing to do. If you...

If you spend a few minutes talking to the most successful P&C agents, many will tell you that part of their "secret" is so simple it's almost ridi...

Taking an inbound lead and turning it into a bound policy is an art. Learning to listen to your prospective customers’ needs and masterfully close dea...

Launching a New Insurance Career During a Pandemic When insurance agent Dustin Wadlow decided to leave a successful career in financial services and o...

Introducing EverQuote’s first virtual conference, BIND2020! BIND2020 will feature the country’s top insurance agents, speakers, and thought leaders. T...

An All Too Common Insurance Hiring Scenario

Wondering what the difference is between shared leads and exclusive auto insurance leads for agents? Keep reading to find out how they’re similar, whe...

Direct mail is a classic lead generation tool that insurance agencies have been using for decades. But is it still worth your time and money with so m...

Say goodbye to the days of in-person visits to your prospects. Thanks largely to COVID-19, even if you wanted to, you can’t go to someone’s house and ...

Let me ask you a question, and be honest with your answer: How confident are you in your approach to selling insurance to internet leads?

Insurance agents, it’s time to revisit your goals and objectives for 2020 and beyond. Due to COVID-19, most agents in our industry have seen a complet...

For many insurance agents, the question is when, not if, they will have to take action to improve production in their insurance offices. But how to do...

For insurance agents who are looking to write more business consistently week after week, chances are you’ve considered buying leads for your business...

For independent insurance agents looking to get ahead of the competition, it’s critical to take advantage of every resource at your disposal. Digital ...

Ask any insurance agent or producer their thoughts on insurance cold calling, and you’ll quickly learn—it’s the worst. Even for experienced agents, in...

Building a strong sales process is a proven way to improve your close rate and is perhaps the most important thing you can do as a sales manager. No m...

Originally published: https://blog.club.capital/ppp-forgiveness-updates Will the coverage period get extended? What do I need to know about FTE Headco...

When it comes to hiring and staffing, how can agents find qualified candidates? Should you hire someone with insurance experience for a producer role?...

Great marketing is a necessary component for any successful business, insurance included. There’s no shortage of marketing ideas for insurance agents ...

As insurance marketing continues to become increasingly digital, many agents are wondering: What are the best insurance marketing campaigns, strategie...

Whether you’re a new agent just opening your agency’s doors or an experienced one looking for novel ways to reach a new generation of insurance buyers...

Most insurance agents have experienced getting bad phone leads with wrong numbers. And it’s no wonder—with the prevalence of spam and robocalls these ...

Earlier in April, we hosted a webinar, Forgivable Loans for Agency Owners: Paycheck Protection Program (SBA Relief Loans) Overview, with insurance age...

Originally published on: PropertyCasualty360.com Gamification enables you to focus your team on the exact metrics that will drive your business forwar...

Through the Paycheck Protection Program (PPP), the U.S. Treasury Department has established a $349 billion fund that is available to help small busine...

If you want your insurance agency to be successful, you have to have a great team of people behind you. So where do you start? Tips for hiring salespe...

At EverQuote, we understand that the learning curve of going from working nearly 100% in person to 100% remote is steep. To help agents whose business...

Right now small business owners across the country are facing an unprecedented situation. It’s unclear how long the COVID-19 pandemic will last, and t...

This is an excerpt from our latest guide, The Ultimate Social Media Playbook For Insurance Agents. Click the link to download the PDF. Want an effecti...

If you could run your entire insurance agency only on referrals, you would, right? Insurance referral programs are the holy grail of lead types for ag...

As you look to grow your insurance agency in 2020 and beyond, one of the first things you’ll need to do is create an insurance marketing plan. But how...

As you look toward professional development in the new year, you may be wondering which insurance conferences you should attend. We’ve surveyed our te...

At EverQuote we recently launched our Technology Partner program, focused on providing agents the best tested and “EverQuote approved” solutions and t...

If you’re an agent looking to buy auto insurance leads, you have multiple options. But which one is best for you—and which will end up wasting your mo...

Is insurance social media marketing a waste of time? Only if you’re doing it the wrong way. And because most of your prospects are active on at least ...

In the insurance industry, there are two types of insurance producers: sales-specific and service-focused, or, more aptly, hybrid producers (because t...

Do you know how many customers you lose each year? And how that number compares to your peers?

When you’re hiring a sales professional in any industry, you’re taking a risk. Too often, you interview people, they respond well during the interview...

For too long, insurance agents have had to deal with siloed programs and processes across multiple software vendors in order to get leads and bind cus...

Not all internet leads are created equal—but how do you sort out whether the leads you’re getting are highly qualified insurance leads, or junk that’s...

Is there a “right” customer for your insurance agency? I love this question, because both new and experienced agents ask it.

For agency producers taking on sometimes hundreds of leads per day, it’s imperative to stay as efficient as possible. Insurance sales is a numbers gam...

“I’m not scared of training employees who leave—I’m scared of not training employees who stay.” I heard this quote from agent Tomasz Alemany, owner of...

Founded in 1986 and now the largest insurance agency in the United States with their carrier, Ted Todd Insurance (TTI) is a giant in the industry. As ...

Everywhere we look, consumers are bombarded with insurance offers—on TV, in their mailboxes, online, through social media, etc. Large carriers with se...

Chandler Hahn EverQuote Testimonial from EverQuote Pro on Vimeo. P&C insurance agent Chandler Hahn has had the type of career that almost any capt...

If you’ve just opened your agency’s doors, you may be looking for insurance marketing ideas to help get your business off the ground. Once you start s...

Over his 17 years as an insurance agent, Roger O’Connell has tried many different lead vendors with less than impressive results. Like many agents, to...

John & Kristin Pavle EverQuote Testimonial from EverQuote Pro on Vimeo. If you were looking for the someone who would represent the dictionary def...

How would you like to sustain your entire agency on referrals alone? For some insurance agents, this isn’t just a dream. They’ve built a successful bu...

If you're in the insurance industry and you haven't yet read “The growth engine: Superior customer experience in insurance,” you're missing out. Publi...

How do online insurance leads compare to other methods of generating leads for your agency? In this article, we’ll look at the differences in seven ty...

What are the five words that can strike fear into the hearts of insurance agents—especially those who are new to the business or aren’t confident in t...

With 2 offices, 23 producers and over 30 years running an award-winning insurance agency, Sandra Cook has worked with a range of lead vendors with var...

Are you a new agent looking for ways to expand your book of business? If so, this article is for you. We’ve compiled a list of marketing tools and tip...

Almost every agent I’ve encountered—both experienced and new—has had to deal with insurance sales hurdles at some point. Most of these agents have one...