THE BROKERAGE RESOURCE

  • AEP
  • Licensing & Contracting
    • Contracting Tools
    • Find Out More (FAQs)
  • Products & Carriers
    • Carrier Selection
    • Forms & Supplies
    • Incentives & Trips
  • Quoting & Technology
    • Medicare Center
    • Quoting Tools
    • Underwriting
  • Marketing & Leads
    • Brochures
    • Consumer Presentations
    • Email & Postcards
    • Leads & Prospecting
    • Logo Design
    • Marketing Program
    • Product Fact Sheets
    • Social Media
    • Websites >
      • Consumer Website Quoting Tool
  • Tools & Training
    • Education & Training
    • Referral Program
    • Secure File Upload
    • Tips of the Trade
    • Webinars
  • About & Contact
    • Contact
    • Meet the Team
    • News
    • Our Story
    • Testimonials
    • The Resource Blog
  • AEP
  • Licensing & Contracting
    • Contracting Tools
    • Find Out More (FAQs)
  • Products & Carriers
    • Carrier Selection
    • Forms & Supplies
    • Incentives & Trips
  • Quoting & Technology
    • Medicare Center
    • Quoting Tools
    • Underwriting
  • Marketing & Leads
    • Brochures
    • Consumer Presentations
    • Email & Postcards
    • Leads & Prospecting
    • Logo Design
    • Marketing Program
    • Product Fact Sheets
    • Social Media
    • Websites >
      • Consumer Website Quoting Tool
  • Tools & Training
    • Education & Training
    • Referral Program
    • Secure File Upload
    • Tips of the Trade
    • Webinars
  • About & Contact
    • Contact
    • Meet the Team
    • News
    • Our Story
    • Testimonials
    • The Resource Blog

the resource BLOG

Are You Making Your Clients Happy?

3/14/2017

0 Comments

 
Picture

We often have agents focus on one particular insurance product and they make that their priority. They focus on selling that particular piece of the puzzle to their clients without expanding their portfolios. I recently emailed an agent who wanted to expand beyond selling Medicare Supplement products, and these were some of the tips I shared with her for getting started with Life marketing.

"I think it’s so beneficial when an advisor works with their clients on many levels to provide the most complete solution for them. They have instilled their trust in you for certain insurance needs, and it just makes sense that they come to you for all (or most) of their insurance/financial needs.
 
As for marketing ideas, LifeHappens.org is a fantastic site for information, marketing and selling concepts, infographics and brochures. The site has some great ideas on how to relay the benefits of purchasing life insurance. I’ve attached one of their Real Life Story brochures as an example. Story telling these days is paramount, especially with social media. It’s become the new way to market to clients and customers. Sharing stories that are relatable speak to potential clients and customers, and Life Happens understand this. In turn you will have clients who become influencers (influencer marketing) which benefits you. Your clients tell their friends and colleagues about your commitment to them as their trusted advisor, and you in turn gain new clients. It’s networking and marketing working cohesively."
 
Thinking outside the proverbial box, exploring new options and adding creativity to your strategy keeps things interesting and your clients benefit from it. If you're excited about the options you offer, your clients will in turn get excited about safeguarding their financial future. 

If you're not currently offering Medicare products to your clients and are focusing on Life products or Annuities, then now is the time to branch out. Becoming a source of information and expertise for your clients only lends itself to expansion and a growing client base. If you need ideas and assistance about adding Medicare products to your arsenal, we have a dedicated team and a litany of tools that will help you get started, beginning with our Medicare Supplement Kit.

At the end of the day, it's about having that satisfied client, and happy clients make for good business. 
By Carolyn Portanova
0 Comments

Relationships that Work

10/24/2014

0 Comments

 


I just left an hour+ meeting with the Regional Vice President of a large insurance company. Boring, you may think. Nope, you’d be wrong. It was anything but boring. This gentleman has been in the insurance industry for 20 years and he just knew how to relate to people. All people. All six of us in the conference room. One woman was 50, one gentleman was 71, another was 50, two guys were 32, and me (I’m 46 ).

How not to be boring.

Meetings in a board room can be long, full of metrics and numbers, culminating with endless industry jargon that flies around the room like meaningless banter. Not this meeting. Yes, there were facts and figures spouted off, and how we are striving to bump our numbers up. But it was also a meeting that involved everyone. Everyone had a chance to speak up, to ask questions, to give their opinion and to be heard. How often does that happen? I suppose often enough, but many times we tend to listen and not speak up, for fear of not being understood.

How did he relate to each of us?

His ability to tell stories. That’s how. He had the uncanny ability to relate to each of us by sharing a story. One woman related to him because she’d met him before at a conference. One guy related to him because he’s a fly fisherman from Montana. I related to him because he carried two phones (an iPhone and a Samsung) and likes technology . My boss related to him because he’s been in the insurance industry for many, many years.

How do we become understood?

We relate to people on a personal level. A familiar level. Through personal experiences. This Regional Vice President lives in Florida. He had fabulous stories about sunny, private beaches and catching sailfish and showing us pictures, and $15 lobster specials at his local pub. Who can’t relate to a fishing story on some level? He was a master storyteller. One that parlayed his personal experiences into his job responsibilities. He connected with each of us on some personal level. And in turn what happened? We each contributed. We each spoke up and shared our views, our concerns and our questions. He understood each of us.

It’s magic when that happens.


By Carolyn Portanova
0 Comments

    RSS Feed

    Author

    Carolyn Portanova is the Director of Marketing at The Brokerage Resource and has been with the firm since 2012. 

    She oversees all marketing and communications for the organization and works closely with the firm's independent agents and advisors to help them promote their own brands.

    Picture

    Archives

    March 2023
    December 2022
    October 2022
    September 2022
    August 2022
    April 2022
    December 2021
    November 2021
    August 2021
    May 2021
    March 2021
    February 2021
    January 2021
    December 2020
    July 2020
    April 2020
    February 2020
    October 2019
    August 2019
    June 2019
    May 2019
    March 2019
    February 2019
    January 2019
    September 2018
    February 2018
    January 2018
    October 2017
    September 2017
    April 2017
    March 2017
    December 2016
    November 2016
    September 2016
    August 2016
    June 2016
    April 2016
    March 2016
    January 2016
    December 2015
    November 2015
    October 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    November 2014
    October 2014
    September 2014
    June 2014
    May 2014

Connect

800.928.4998
919.489.3600
​919.419.0401 (fax)

info@tbrins.com

​
1480 Chapel Ridge Road
Suite 200
​Apex, NC 27502

Products

​Ancillary
​Critical Illness
Dental, Vision & Hearing
Hybrid Life & LTC
Life & Annuities
​
Long-term Care
​Medicare

Resources

Contact Us
Contracting
Directions
​FAQs
​Privacy Policy

​Terms of Service
Do Not Sell or Share My Personal Information
The Brokerage Resource, LLC. © 2023