Exceptional oral and written communication Using effective customer service and sales strategies Good self-marketing Being approachable and transparent with your clients Creating a network of other professionals to support you

Tips for New Insurance Agents

Stepping into the world of insurance sales may feel intimidating for a new agent but having access to valuable information and resources can help make the transition more seamless. With dedication and the right network of professionals, you can be on your way to paving the way for a rewarding career. While a major part of the job involves your ability to assess risk and find the best insurance plans that will be the most compatible for your client’s needs, there are other factors that contribute lead to your success as an agent. Some of these include:




  • Exceptional oral and written communication
  • Using effective customer service and sales strategies
  • Good self-marketing
  • Being approachable and transparent with your clients
  • Creating a network of other professionals to support you

The Benefits of Quality Wholesale Brokers and Underwriting Services
One of the biggest factors for success will be a strong relationship with a wholesale broker and underwriting manager. Experts in these services can help you to provide high-quality plans for your prospective clients. Since assessing risk and insurance plans are their expertise, you can be confident that you will be able to offer the best, most updated coverage plans to your clients in a variety of scenarios. Even if you are focused on selling only certain categories of insurance, you can take comfort in knowing that there are brokers and underwriters experienced in these niche markets