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How to Work With the Right Life Insurance General Agency

Editor’s note: This post was originally published on 8/20/19 and has been updated for accuracy and comprehension.

Your choice of life insurance General Agency (GA) to work with can have a huge impact on your success.

It’s vital that you know how to choose the life insurance brokerage general agency that’s best for you and that you know how to take advantage of all the benefits available to you.

The prosperity of your insurance business may hang on the General Agency with which you decide to align yourself.

We’ve gathered these must-read articles to give you all the info you need to find a Broker General Agency for life insurance that will meet your needs!

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Insurance Agents: How to Use Your Connection With Your General Agency to Your Advantage

Face-to-face interaction is important. 

The relationship that develops with your local life insurance General Agency can help you to grow a successful insurance business. 

This kind of connection used to be the only way to do business, but it’s no longer the norm – especially for General Agencies that are nationally based. 

And that’s too bad because the feeling that someone has your back gives you more confidence as you meet your clients’ needs.

You may not realize how valuable the face-to-face connection is – until you need it and don’t have it.

Take advantage of your ability to talk through your business challenges over lunch!

Read more about using your connection with your General Agency...

How to Use Your General Agency to Place Policies, Win Clients and Look Like a Big Deal (VIDEO)

You can’t do it all on your own. That’s why having a life insurance General Agency to give you much-needed support is such a huge advantage.

It’s not only good for you, though. It’s great for your prospects and customers, too.

Working with a life insurance GA that cares about your success and helps you to wow your clients is invaluable. 

Check out this clip of David sharing how he was able to close a case with a big client who was almost lost to another agent. You won’t want to miss his reaction to the help he received from us.

Leisure Werden & Terry gave David the concierge support he needed to close the case! 

Watch the video and see how a great life insurance General Agency can help you, too.

How to Choose a Great Brokerage General Agency

The General Agency you work with can make you or break you. 

How do you know you’re choosing a great life insurance brokerage general agency?

A great life insurance brokerage General Agency will have:

  • The right expertise.
  • Experience.
  • An area of specialization.
  • Availability whenever you need them.

Make sure they have the right expertise and experience, that they have an area of specialization, and that you can have access to their help when you need it. 

You can’t be an expert in every area. That’s why you need to team up with people who are experienced in the areas in which you’re lacking. 

It’s also important that your GA will work toward making a connection with you and that they’re even willing to meet with you and your clients if it benefits you. 

Making the time to lend in-person help is a great benefit that the right GA will offer.

When you clarify these expectations from the beginning, your relationship will be advantageous for you and the life insurance General Agency. Now that would be a partnership!

Read more about choosing a great brokerage General Agency...

How General Agencies Differ (and Yes! It Matters!)

When it comes to something as important as your life insurance sales, not just any General Agency will do. 

There are key differences that set the great ones apart from the “other” ones. 

One area in which you want the General Agency you work with to excel is training. 

A great General Agency will also have the resources to offer you hands-on sales support, and they’ll have the expertise to accelerate the processing of your client’s case.

It’s a huge boon to small and mid-size agencies to be able to compete with the larger agencies when it comes to service. 

Hands-on sales support and case processing are also areas that a good life insurance General Agency can offer assistance. 

Read more about what the right General Agency can do for you...

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