Thriving as an Insurance Agent

Updated: May 11, 2020

Since we started our venture to create a better future for the insurance industry, many insurance agents have opened up to us to share their struggles. We recognize the need for insurance agents and have decided to act as your advocates especially because of the negative perspective insurance agents have in despite of the good that your work brings to society. In addition, we are here to empower you with resources and tech to be able to perform your jobs better and deliver a better customer experience.

Today, we are highlighting 3 critical factors to increase your odds of success as an insurance agent.

1. Focus on What is in Your Control

If you have read our other article on "Unattainable Expectations of Insurance Agents", we listed out the responsibilities of an insurance agent. We must say it is a long list and it is not one that is easy to achieve even with all the right tools. This could be even more daunting when you first start out as an insurance agent, flooded with information and overwhelmed with stress. Even for an experienced agent, one could also be subjected to tremendous stress such as uncertain periods like that of the Covid19 outbreak.

This is the time to take a step back and look through a different set of lens. Remember that your insurance business is a marathon, not a sprint. You will never be able to learn everything all at once and you will constantly experience situations that may catch you off guard. Take things a day at a time and create small victories on a daily basis. Focus on quality rather than quantity. By choosing to respond positively daily, you are positioning yourself on the road to success.

2. Create a Detailed Plan for Your Business

We all know that failing to plan, is planning to fail. Unfortunately, we believe that more than 90% of agents who washed out never spent more than 5 minutes thinking about the who, the what and the how of their business. Insurance agents who try and wing it on a daily or weekly basis are bound for failure. The most successful insurance agents are serious about their business. They set goals, focus on a target audience, select products they are comfortable with and have a passion for being their own boss. Following a plan provides confidence and consistency in your life.

3. Be Referable

Referrals are among the top ways to get leads and new business. In the world we live in today, we rely heavily on our friends and family to influence how we spend our money. As a result, savvy insurance agents realize the importance of driving referrals for their business. While most recognize the power of referrals, they don't know how to tap into their networks to proactively generate referrals. The key is to ensure that you deliver what you promise, when you promise. Your clients need to be able to speak to the value you provide.


It is not rocket science, but once in a while we do need to be reminded of the points that matter and then actually take action. The fact is business is not for the faint of heart and hard work definitely needs to be put in. Start being serious about your insurance business. Commit yourself to proven tools and strategies for success and hold yourself relentlessly accountable so you do not end up washing out!

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