Shawn Finder

In insurance sales, success often hinges on one critical factor: the quality and origin of your leads.  While many agents focus solely on lead volume, the most successful professionals understand a fundamental truth: not all leads are created equal. The key to sustainable growth lies in understanding lead source value and building a strategic approach …

Not All Leads Are Created Equal: Building a Strategy Around Insurance Lead Source Value Read More »

Insurance agents are the engine of any successful insurance organization, but the average insurance agent spends only 35% of their time selling. By implementing proven productivity strategies, from streamlined processes to AI-powered automation, sales managers can increase agent output while improving job satisfaction and retention. The insurance industry is experiencing unprecedented change. Premiums increased by …

How to Increase Insurance Agent Productivity Read More »

Service-based business owners waste countless hours playing phone tag with prospects, sending back-and-forth emails to find meeting times, and manually updating calendars. Meanwhile, potential clients abandon the booking process when scheduling becomes too complicated or time-consuming. An automated appointment-setting funnel eliminates this friction by seamlessly guiding prospects from initial interest to confirmed appointment without human …

How to Build an Automated Appointment Funnel Read More »

The insurance industry faces an alarming challenge: nearly 90% of insurance agents leave their carriers to pursue opportunities elsewhere, with failure rates for new producers estimated at 70-80%.  An effective onboarding process is no longer optional but essential for agency success and growth.  This article outlines a comprehensive approach to optimizing your insurance agent onboarding …

How to Optimize the Insurance Agent Onboarding Process Read More »

Generating high-quality leads is no longer about choosing one marketing channel and hoping for the best. As the digital ecosystem continues to evolve, insurance companies must adapt by implementing comprehensive omnichannel lead generation strategies that meet potential customers wherever they are.  With customer expectations constantly shifting and technology advancing rapidly, insurance sales managers and administrators …

Mastering Omnichannel Insurance Lead Generation Strategies Read More »

The ability to effectively prioritize leads can be the difference between hitting your targets and watching opportunities slip away. With an overwhelming influx of potential customers coming through various channels, sales professionals need systematic approaches to determine which prospects deserve immediate attention and which can wait. This guide explores practical, proven strategies for real-time lead …

How to Prioritize Sales Leads in Real Time Read More »