Advice for Agents

A salesman stands beside his car in the street.

Photograph by Andrea Piacquadio on Pexels.

Advice for Agents

Many great qualities make up a great insurance agent. Let’s examine advice for agents that can help you be more successful. Perhaps you are a seasoned veteran in the insurance world, or this is your first year selling insurance. Whatever the case might be, these tips should reinforce good practices that you are already doing, remind you of good habits forgotten, or introduce you to new strategies as a beginner.

Being a People-Person

Every good salesperson needs to have great people skills. If you are not a people person, you will need to become one quickly to stay in the insurance business. One way to demonstrate your people skills is by showing that you care about the client sitting in front of you. Do not just hear but listen to what your client is saying to you. Showing that you can listen reveals that you value the person across from you. All agents should naturally demonstrate to their clients that they are genuinely interested in their well-being. It is not merely about making the sale. You want to help your clients make the best decision for them. Clients will recognize your sincerity, and that attribute can help you retain clients throughout your career. Moreover, treat the customers the way you would want other salespeople to treat your relatives. Also, remember to smile.

Preparation is Pertinent

It is also vital to be knowledgeable about your products. Changes occur to health insurance plans every year. Empower Brokerage provides agent training and access to experienced product specialists that can help agents stay up to date. It is also critical to be aware of how the plans will affect client finances and share the information with your clients before completing a sale.

Professional Practices

Good professional practices are always critical to creating and maintaining a prosperous client database. If you, as an agent, tell a client that you will meet them at a specific time and place, you need to follow through and do so. It is another good practice to respond promptly to requests, e-mails, and phone calls. Clients want their insurance agents to fix their problems swiftly. Honesty is important in any profession. Deception can break an agent-client relationship quickly. Always ensure your customers understand the products they purchase and the paperwork they sign. When it comes to work attire, dress professionally. If you wonder what to wear, consider dressing like the professional you would want to do business with if you were a client.

As an agent, you are going to meet many people. Preserve a high-energy level with all your clients. The customer you meet at the end of the week is as significant as the one you met with at the beginning of the week. It is also vital to understand how to deal with rejection. You can’t dwell on the negative. If a potential client turns down your services, pick yourself up and move on to the next client.

If you found this blog post helpful, please read about four important questions your client may ask you.


We hope that this information on advice for agents is useful to you.

Empower Brokerage is dedicated to helping you make informed decisions about your health and finances. Whether it’s through webinar training, one-on-one calls, seminars, or marketing plans, we want you to be successful!

Give us a call at 888-539-1633 or leave a comment below if you have any questions.

Quick links: