Whitepapers
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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
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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
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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
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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
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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