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Market & Sales

The Latest Market & Sales Analysis for Insurance Agents

For Those Who Excel

Our experts provide regular analysis of the trends in the insurance industry. Grow your business and get ahead of the curve by following hot leads and marketing practices. With monthly updates on how the market is moving, the latest resources for independent agents, and proven sales strategies for the field, you’ll find plenty of ways to increase your commission.

October 20th, 2020

Have you ever heard the fable about properly cooking a frog? Maybe you have, maybe not, but recently I was thinking about how it applies to where many insurance agents and their clients have found themselves; in hot water. Simply put, if the insurance industry were suddenly placed into boiling water (i.e. diminished product guarantees), it would seek to offer consumers other product solutions or it would create new product offerings very quickly. However, if the industry were to experience…

October 20th, 2020

With the Annual Election Period (AEP) underway, many Americans will be meeting with agents all over the country and inquiring about their specific Medicare needs. During AEP, millions sit down to discuss all the alphabet soup of Parts A, B, C, D, E. As an agent, it is important for you to be aware of the ‘rest of the coverage’. There are gaps in Medicare – many gaps – so being knowledgeable on available coverage is a must. Medicare does not cover all the areas of a person’s health and there are some major facets your clients should be aware of, namely their long-term care needs. A long-term care event can leave a client open to financial insecurity. Technically, Medicare will cover a…

October 20th, 2020

We are officially in the Annual Enrollment Period (AEP), which means it’s one of the busiest sales periods of the year for health agents, and I thought it would be a good idea to share some key tips I’ve learned over the years that I’m certain will help you create a successful AEP season.

October 20th, 2020

So, chances are you’re prepping for that final meeting of the year with your Medicare clients to discuss changes in the different plans and future concerns. This also means it is your last opportunity before the close of Annual Enrollment to review coverages in all matters of healthcare cost planning and ensure your clients are prepared for next year. With that in mind, I feel it’s important to remind all agents of the numerous tools and resources Producers XL provides in prepping for those conversations. Here is a list of resource and key topics to cover in your reviews:

October 20th, 2020

Life Insurance Awareness Month (LIAM) has come to an end and, as you can imagine, it was a busy month for me and many agents.  I utilized LIAM as an opportunity to give you some insight into different scenarios/cases I oversee on a daily basis.  A common theme for those webinars was to ‘dig deeper’ by asking more questions of your clients when proposing life insurance.  It is easy advice to provide but harder to put into practice.

Believe it or not, I find myself sitting in the same seat as agents when discussing a simple quote request.  Both of us have the dilemma of whether or not to be an order-taker or a problem-solver. 

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