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Organizing an insurance brokerage is not an easy task, but with a little work and the right approach, the company can become an efficient and profitable brokerage. To do this, as always, a good structure and well-defined planning objectives must be created. It is also necessary to take into account the creation of protocols to be fulfilled and… Continue reading How to organize an insurance brokerage

Big Data is revolutionizing the market in general and, as is evident, also the insurance market. The correct use of Big Data in insurance can be very beneficial, both for the customer who has at his fingertips what he needs at all times, and for the insurer or brokerage that manages to reduce human and… Continue reading Big data in insurance

Every day more and more companies are discovering the benefits of digitizing and automating processes, joining the phenomenon of digital transformation in the insurance industry. They begin to incorporate technological tools that achieve competitive advantages over the rest, such as: Build customer loyalty through a simple and valuable shopping experience Optimize resources and operating costs Automate tasks… Continue reading Digital transformation in the insurance industry

Undoubtedly, one of the objectives of insurance brokerages is to achieve the highest possible profitability. Selling more with less effort ensures the continuity of any company. Although there is already, for example, insurance software that optimizes the revenue-cost ratio of any sale, today we want to talk about this in more depth. How do I know if… Continue reading How to make an insurance brokerage profitable

Planning objectives in an insurance brokerage should be a mandatory task. Setting goals, marking how to achieve them and in how much time will not only force you to stay on track, it will also allow you to review the effectiveness and effort after the fact, determining whether the plan is working or requires changes. In… Continue reading How to plan your insurance brokerage objectives

Today, winning a new customer is much more costly than retaining existing ones. This reality is even more evident in the insurance industry, where the cost of acquisition sometimes exceeds the first year’s revenue. When we talk about the cost of acquisition, we are not only referring to advertising and marketing expenses. If your company has not… Continue reading How to retain customers in insurance

This is one of the questions asked by hundreds of people who sell insurance. Increasingly, both companies that traditionally sell insurance, such as brokers, agents or insurers, and non-insurance companies that have started to offer insurance as cross-selling, are trying to increase their sales by promoting insurance on the Internet. Although not so long ago it seemed… Continue reading How to advertise insurance on the Internet?

Starting an insurance business today can be a daunting task, due to competition and diversification. Even so, and although the insurance industry is growing by leaps and bounds, we believe that there are still ways that have not been exploited. That is why in this post we give you some innovative ideas to sell insurance online to differentiate… Continue reading Innovative ideas for selling insurance online

Every day more and more companies decide to start devoting efforts to appear on social networks to offer insurance, with the aim of promoting themselves and having a new channel to attract customers. However, trying to sell insurance through social networks without a strategic plan does not usually lead to success. It is essential to draw… Continue reading How to sell insurance on social networks?

Every day, insurance companies adapt better to the online market, offering their services in a closer and more sophisticated way. Although the end customer enjoys a more understandable and convenient service, for companies operating in the insurance sector it means a higher level of demand and online presence. As you have seen in previous posts, there… Continue reading 8 WordPress Templates for an insurance website [2022]