Whitepapers

Taking Action on Brand

Learn what it takes to create an authoritative brand to develop a deeper trust that your clients will feel comfortable with.
- How and why the largest brands succeed
- Building an implementing your brand promise
- Understand who you are building your brand for
- Determine your unique emotional and functional benefits
10 Methods to Create an Effective Sales Pipeline

In this whitepaper we cover ten of the best ways that will help you create an effective and consistent lead pipeline.
- Big dividends with niche marketing
- Reviving stale leads that did not convert
- Using visuals to explain complex topics
- How to get great customer testimonials
Lead Conversion Secrets of Top Advisers

Closing insurance leads or any lead is an art form. In this whitepaper we cover several common strategies for closing a sale.
- Touch point communication tips for making contact
- Crafting your sales pitch so it's easy to understand
- What to avoid when speaking to clients via email
- Setting proper expectations for responses
Using Facebook Ads to Promote Your Agency

With millions of users daily, Facebook can't be ignored as a legitimate advertising source. Learn how to setup your ads and get more leads.
- Learn how to set up your advertising account
- Explaining the ad choices and how they work
- Using images to create compelling ads
- How to target your ads to the ideal group of users
Successful Tips for Closing Insurance Leads

Every agent has their method of approaching new business. Learn some tips that can help energize and optimize your pipeline:
- Using SEO strategies to optimize your web site
- Understanding how time to contact affects close rates
- How to leverage online leads to fill your pipeline
- Tips to develop a good communication cadence