4 Tips for Insurance Agents to Become Successful In Their Profession

Posted by mark taylor on June 28th, 2017

It takes a lot of hard work and patience to get to the point where customers naturally start to come to their door. Here are some tried and tested tips by a successful insurance agent to gain customers.

A professional look

In order to gain the trust of potential customers, an insurance agent must look professional. If you look shabby, customers are never going to purchase any policy through you. Keep your dressing professional. Besides, keep your office clean, tidy and shipshape. Keep it furnished with appropriated quotes, posters, pamphlets and labels from your career partners. Reserve a designated waiting area in your office which should be comfortable and inviting so that you can talk to customers.


Keep yourself informed and updated with all the latest news going on in the insurance world. Plus, from time to time, get your license renewed through earning sufficient credit hours in continuing education, for example, New York Insurance CE continuing education is needed in many states to keep insurance agent renew their license.


Partnering with a large number of carriers can be difficult for you at starting point of your career because you are likely to work as a smaller agency. However, in order to gain the recognition, you may partner with agency cluster group that help agents to gain appointments. Don’t shy away to reach out and increase your local networking. Make use of social media and networking sites.

Use customers for referrals

Starting any business from scratch need immense patience and perspiration. Building network is part of this phase. Being an insurance agent, you should not be afraid to ask your customers for referrals. They can act as a good source to reach out a large number of customers. However, before this, you must provide a good service to them so that they can trust you and help you in reaching out to more customers. Another great idea to increase your network is to gift your existing customers a small giveaway like a key chain or pen with your agency’s information printed on it. Also circulate your business cards in through your contacts.

Follow these steps and don’t forget to take tips from fellow agents to start a promising career in insurance.

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mark taylor

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mark taylor
Joined: April 13th, 2016
Articles Posted: 69

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