Author: Scott Boren

How Insurance Agents Can Master Inbound Sales to Win More Clients Insurance agents need to shift from chasing to attracting. That’s the craft of inbound sales. We’ve all been there, cold calls that go nowhere. Prospects who dodge your follow-ups. A lead pipeline that’s more leaky faucet than a steady stream. Sound familiar? The hard […]

Value-Based Selling: How Insurance Agents Can Win More Clients by Solving Problems “I’ll beat any quote you have by 15%.” That was Mark’s closing line—the same one he’d used for years. It had worked before, but this time, the prospect just smiled politely and said, “I’ll think about it and get back to you.” You […]

Neuro-Selling: The Science of Trust and Persuasion in Insurance Sales Here’s the deal, most insurance pitches fail, but here’s how neuro-selling can fix that. John had been selling insurance for over a decade. He knew every policy detail by heart. So, when he sat down with a small business owner to discuss her commercial insurance […]

Mind the Gap: Why Gap Selling is the Secret to Insurance Sales Success Ever watched a talented insurance agent crash and burn on a call? I have. Last month, I witnessed a veteran agent launch into his well-rehearsed pitch about comprehensive coverage options and competitive premiums. His prospect sat through the presentation, nodded politely, and […]

Why Challenger Sales is the Secret Weapon for Insurance Agents Let’s get real for a second—most insurance buyers are clueless. Not because they’re dumb, but because no one has ever told them what they actually need to know. They assume they’re covered. They assume their business policy will magically handle every lawsuit, that their auto […]

Sales Prospecting for Insurance Agents: Old-School Hustle Meets Modern Tactics Looking for good sales prospecting ideas for insurance agents? The smart agents need to be tireless prospectors. It’s the difference between thriving and barely scraping by. No leads mean no sales. No sales means no commissions. Simple, right? Yet, many agencies don’t have a clear […]

The Leadership Shift: How to Inspire, Energize, and Lead Your Agency with Impact The world is drowning in managers. Meetings, reports, and polite check-ins fill the day, yet nothing really moves forward. What you’re doing may not be leadership. Safe leadership is everywhere—but safe leadership doesn’t inspire action. It doesn’t create change. And it sure […]

A Sales Philosophy for Insurance Agencies That Want to Automate, Elevate, and Dominate Let’s go out on a limb and say—a lot of what you’ve been told about selling insurance is wrong. Agents don’t need slick scripts, closing tricks, or manipulative tactics. You don’t need to “overcome objections” like you’re in a battle with the […]

The Benefits of Email Marketing for Insurance Agents: Are You Leaving Money on the Table? Let’s talk about the benefits of email marketing for a second. It’s the highest ROI marketing channel. It drives trust, traffic, and conversions like nothing else. It puts you in control of your audience instead of relying on social media […]

Turn Your Website into a Lead Machine with an Online Commercial Rater Your website should be more than just a digital business card. It should work for you, capturing leads and turning visitors into clients. If it’s not doing that, you’re leaving money on the table. Most insurance agents rely on a contact form or […]

Email Marketing for Insurance Agents: How to Actually Get Clients (Not Just Send Emails) The Harsh Truth: Most Agents Suck at Email Marketing Let’s get one thing straight—email marketing isn’t about spamming inboxes with generic renewal reminders or blasting out rate quotes. That’s lazy. And ineffective. You’ve seen the stats: Email delivers the highest ROI […]

How to Select New Technology for Your Insurance Agency Let’s be real. You didn’t get into insurance to wrestle with clunky software, rekey data like it’s 1999, or watch competitors speed past you while you struggle with outdated tech. But here you are—stuck in the past, wondering if there’s a better way. Do I need […]

The Commercial Lines Rating Bottleneck: How Smart Agencies Are Quoting Faster and Selling More You already know the drill. A business owner calls, looking for coverage. Maybe they’re a contractor, a restaurant owner, or a tech startup. They’re shopping around, and they need options—fast. But instead of giving them a quick answer, you’re stuck in […]

Most Insurance Agency Websites Don’t Work—Does Yours? You have a website. You spent good money on it. It’s got your logo, some stock images, and a few pages explaining who you are. Maybe there’s even a blog that gets updated… occasionally. And yet—crickets. No leads, no engagement, just another page floating in the digital abyss. […]

Understanding the Buyer’s Journey: A Roadmap for Insurance Agents Ever walked into a car dealership just to browse, only to have a salesperson pounce on you with, “What’s it gonna take to get you in a car today?” Annoying, right? That’s the problem with most salespeople—they’re focused on closing, not helping. They think they’re the […]

How to Create Buyer Personas for an Insurance Agency That Actually Work Let’s be honest—most insurance agencies don’t really use buyer personas. Sure, they might have a vague idea of their “ideal customer,” but in practice? Their marketing is about as targeted as a dart thrown in the dark. And that’s a problem. In today’s […]

How to Do a SWOT Analysis for an Insurance Agency Let’s get real. If you’re running an insurance agency without a clear strategy, you’re flying blind. A SWOT analysis for an insurance agency is the ultimate gut check—it’s how you figure out what’s working, what’s broken, where you can dominate, and what might knock you […]

Should You Have a Marketing Plan for an Insurance Agency? Why It’s Important. Let’s be blunt. Most insurance agents don’t have a marketing plan. Instead, they rely on random acts of marketing—a Facebook post here, a paid lead there, maybe an occasional referral. This approach leads to inconsistent lead flow, wasted marketing dollars, and unpredictable […]

How to Choose the Right Agency Partner Program: A Guide for Independent Insurance Agents You didn’t start your agency to be stuck in someone else’s system. You wanted freedom—control over your clients, your commissions, and your future. But let’s be real: going fully independent isn’t easy. Carrier appointments are tough to get, and volume commitments […]

Is Your Agency Stuck in the Past—Can a Commercial Insurance Rater Fix That? It’s 8:45 AM. You sit down at your desk, coffee in hand, ready to tackle the day. Then the phone rings. A new business client needs coverage—fast. You gather details, open a commercial insurance rater, and start entering the information. Ten minutes […]

The Future Insurance Agency – Why Modernization Matters The insurance agent model is still thriving, but evolving fast. For decades, insurance agents have been the heart of the industry—trusted advisors, problem solvers, and relationship builders. The ability to offer multiple carrier options, provide personalized service, and truly know the people they serve has always been […]