8 Things Every Agent Must do to Succeed!

Proper Mindset: As the old saying goes: If you believe it, it would happen. Selling insurance is difficult. Especially with the level of competition, you will encounter. However, if you go into sales meetings with an uncertainty mindset, you will fail! Knowing the product is great. But the most important thing you must have is a successful mindset. 

Focus on the Business:  Many people today considered a career as an insurance agent as a second/third tier career option compare to becoming a doctor, lawyer, etc. In fact, it is not, insurance is the reason why business are able to start and operate. When friends and family ask you “Do you like Selling Insurance,” say yes, I love it! Do not second guess your decision and focus on becoming the best agent you can be.

Be an independent insurance agent from the start: Being an independent agent is difficult. The difficulty ranges from prospecting your own leads to office/technology expenses. However, if you where a captive agent, a lot of what you make goes to cover the overhead expenses to support you and the rest of the company. Furthermore, when you build a book of business with a captive agency, if you ever want to go independent, you’ll have to start from scratch which sucks. Go independent from the start and build a business that belongs to you. 

Specialize in one type of insurance: Specialize, Specialize, Specialize! There is too much competition to focus on multiple types of insurance. Find an area you are interested in, it can either be general lines, professional lines, trucking, etc and focus on being the best at it. By specializing in one class gives you focus and mastery.

Prospect Everyday: Insurance is a sales business. That means what matters most is not what you know but who you can meet with. The key is to spend as much of your time doing just that. Everyday, prospect for new business. Build relationships with business leaders, join local organizations, etc.

Always Present offers to your prospects: Do not be intimidated to present offers to your prospects. In fact, prospects want you to present offers to them.

Accept the word “no” and Move On: If after presenting your offers, your prospect says no, accept it and move on to the next one. You do not have time to waste! Explain why it’s something that’s good for them and leave it at that. Time is too precious.

Keep prospecting and presenting: Remember! No’s do not kill you, it makes you stronger. Never give up and keep prospecting.