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There is a lot of appeal to being an independent insurance agent. You have more freedom since you don’t work for a specific company and you have a high earning potential based on commissions. To take advantage of these benefits, it’s helpful to know what makes a successful independent agent.

Understand What Works and What Doesn’t

There are many ways you can go about selling insurance. Of course, not all of them will be the best methods for you to use. To find the best methods, you may need to work through trial and error. Try out different options and see which ones work. Fortunately, there are many insurance agents who have gone before you so you can also learn from their mistakes. There are a lot of common pitfalls insurance agents can fall victim to and understanding what they are can help you come up with a plan to prevent you from becoming one of them. Before you get started, make sure you do plenty of research so you can be informed.

Make a Plan

The best way to ensure success is to create a clear plan. You can’t just go out and start selling insurance. You need to decide what your overall goals are and how you plan to achieve those goals. By mapping this out, you can actually achieve your goals. Creating a plan also gives you a better idea of how your overall business will work. Your plan should include information on how you will sell insurance, the demographics you will be selling to, what policies you’re selling, how you’ll market your independent insurance agency, and how you will finance your plan. Take some time to think through every aspect so you can be well prepared to start your work as an independent insurance agent.

Prioritize Your Clients

Without your clients, you have no business. If you want to be successful, you need to make your clients a priority. There are many ways to do this. First of all, you need to be available to them. Make sure you provide several ways to communicate and be willing to go to them. Additionally, you should make an effort to connect with your clients and show that you genuinely care about their situation. Finally, you should do your best to accommodate their needs such as customizing their policy.

Being an independent insurance agent definitely has its perks. However, you can’t just jump right in. You need to take some time to understand what it takes to be an independent insurance agent and take the necessary steps to help you be successful.