Uncategorizedsuccess in insurance sales how to be successful in insurance sales

To be a successful insurance agent, you need to understand the secret to success.


Many people think that to have a successful career in the insurance business, it’s all about finding new customers, relationship building and closing deals.


While this is certainly important, it’s not the only factor that determines your success.


First of all, you need to have a clear plan and stay focused on your goals. There are many things that you can do to improve your chances of success, but it all starts with having the right mindset.


Second, you need to have a clear understanding of your target market and what they want. You also need to be able to provide value and exceed your clients’ expectations.


In this blog post, we will discuss some of the most important factors that contribute to success in insurance sales.


You will also read about some of the successful insurance agents from Fully Covered, and what they’re doing to scale their agency.

Successful Insurance Agents Stories: Lessons from building a $5.5MM book and what I’d do different if I had to start again

When I first started my insurance agency, I was totally convinced all I had to do to succeed was…


  • Be good at selling insurance
  • Work hard (but not necessarily smart)
  • “Put in my time”


And even though I made alright money with this old-school approach…


After a few years it became pretty clear:


There was NO end in sight to the typical 10-hours-a-day, 6-days-a-week agency owner grind.


That was the moment I decided to go all-in on building referral relationships.


And thanks to the unique way I went about it…


This approach opened the floodgates – and had me growing my book to over $5.5 Million dollars not long later.


So the #1 lesson I took away from it all?


Well, going back in time – if I could start my agency all over again…


I’d focus 100% on building referral relationships right from the start – instead of focusing on selling.


But with one small “catch”.


I wouldn’t waste a single dollar taking the local mortgage pros out to lunch…


I wouldn’t waste my time making a ton of phone calls, courting them with donuts, coffee dates, or Amazon gift cards either.


So, all that removed from the picture.. how do you go out and actually build solid referral relationships?


If you’d like to see exactly how I did it, you’re in luck.


Because in the coming days I’m rolling out my brand new “Referral Partner Attraction” System.


Which is the culmination of everything I’ve learned working with dozens of top Loan Officers and Realtors myself.


And helping hundreds of other agency owners do the same since 2018.