Guides for insurance agencies
Practical how-tos on leads, texting, phones, AI, renewals and the numbers that run an agency.
How fast should you call a Facebook insurance lead?Speed to lead for insurance agents: why the first few minutes after a Facebook lead form matter, who should make the call, and what to do when they don't answer.Read · 5 minA2P 10DLC registration for insurance agencies, step by stepWhat A2P 10DLC is, why US carriers require it before an insurance agency can text customers, and the steps to register your brand and campaign without a rejection.Read · 6 minCall parking: what it is and why a sales floor needs itCall parking explained for insurance agencies: how it differs from hold, when to park a call, and the habits that keep parked callers from being forgotten.Read · 4 minThe insurance agency KPIs worth tracking every weekThe insurance agency KPIs that actually change decisions: new business against goal, close rate, speed to lead, contact rate, retention and cancellations, and how to review them weekly.Read · 6 minA renewal retention checklist for P&C agenciesA practical renewal retention checklist for property and casualty agencies: what to review before renewal, when to re-shop, and how to handle payment problems and cancellations.Read · 5 minBuying a phone system for an insurance agency: a checklistA checklist for choosing a VoIP phone system for an insurance agency: ringing, parking and transfers, recording, voicemail, caller ID, texting, CRM integration and after-hours routing.Read · 5 minWhat AI can and can't do for an insurance agency todayA practical look at AI for insurance agencies: where AI voice, text and email agents help today, where a licensed person still has to lead, and the guardrails to set up first.Read · 6 minHow to set up after-hours call coverage for a small agencyOptions for covering insurance agency calls after hours, from transcribed voicemail to an AI voice agent, plus what callers should hear and how to handle the next morning.Read · 5 minWriting follow-up texts that insurance leads answerHow to write follow-up texts for insurance leads: what the first message needs, how often to follow up, and example texts for quote follow-up.Read · 5 minCRM vs. agency management system: which one does your agency need?The difference between an insurance CRM and an agency management system (AMS), what each is for, and how to decide which your agency needs, or whether you need both.Read · 5 min