Useful Technology You May Not be Using

As a final expense or preneed insurance agent, there are a lot of tools that you use daily to run your business. Today I’m here to talk about useful technology you may or may not be using to increase your productivity and help your workflow. Google Suite Google Drive and […]

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Mapping your Customer’s Journey

…and how it will help you tighten up your sales procedures! Successful and self-aware salespeople are always looking for ways to refine and improve their practices. Today, I’d like to share with you one of my favorite reflective practices: mapping a typical customer’s journey. I’ll describe how this has helped […]

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Perfecting your Sales Pitch

Here’s an analogy for you: if selling insurance is like playing music, your product presentation is your Symphony No. 9. Ask any musician: fine-tuning your instrument is an essential step in performing your masterpiece. Let’s take a look at a few ways you can polish up that pitch: Increase the […]

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6 TED Talks to Inspire You Out of a Rut

If you’re feeling stuck in a rut this season, some inspiring words may be all you need to turn your sales attitude around. Take a few minutes out of your busy schedule this week to watch some of these incredible talks about all things motivation. #1 Eddie Obeng: Smart Failure […]

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Cremation Details: How “Green” is Cremation?

One thing that we continue to try to emphasize in these educational posts is how valuable and simple green burials can be. As more and more awareness of our environment suffuses society, green burial questions are more common on the internet, in our funeral homes, in our email inboxes, and […]

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Got the Working from Home Blues?

4 Tips from Home-bound Workers to Refocus your Routine When working from home, it really can be the small things that get you stuck in a rut. The devil is in the details, as they say, and that couldn’t be more true for final expense insurance agents or anyone else […]

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A Perfect Referral Program

The art of a perfect referral program is not something with which to mess around. As a preneed insurance agent or final expense insurance agent, you need to build a solid referral program if you want your clientele to replenish itself. Make your efforts mean more than just one client […]

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How To: Measure the Effectiveness of your Marketing Campaign

As a final expense insurance agency or a local funeral home we know you don’t have a bottomless marketing budget. Therefore, it is important that your marketing campaigns get the biggest bang for your buck. We know there are lots of angles with which to approach marketing, but we’re only going […]

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