Dynamis Blog

Skip The Cold Calling And Attract Qualified Leads More Likely To Close

Posted by AndyNunemaker on May 21, 2018 7:00:00 AM

Keeping your pipeline full of prospects is a never-ending challenge, so cold calling and mass outreach can seem like an effective way to keep the leads flowing. But how many of those cold leads actually result in business?

A smarter way to spend your prospecting time is attracting and nurturing qualified leads who actually want to do business with you. This blog will examine the problems with cold outreach and how to get qualified prospects calling you to book a meeting.

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Topics: Differentiation, Renewal Strategies, Sales/Prospecting

How To Create Insurance Agency Marketing That Sells

Posted by AndyNunemaker on Apr 16, 2018 3:00:00 PM

Insurance agency marketing is critical for any broker looking to grow their book of business. There are hundreds of marketing strategies and techniques, and this blog will focus on just one: how to write great marketing materials.

Anyone can create sell sheets, email campaigns and website copy, and you don’t have to be a professional writer to create marketing that sells. Below, we’ll examine what ineffective insurance agency marketing looks like, and offer tips to create compelling marketing that attracts leads and sells.

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Topics: Differentiation, Sales/Prospecting

3 Insurance Brokers Who Delivered Exceptional Client Service by Revolutionizing Their Renewal Process

Posted by AndyNunemaker on Jan 22, 2018 7:00:00 AM

As you start a new year, you’re likely looking back on 2017 and looking for ways to optimize your business in 2018. As you reflect, how do you grade your recent benefits renewal season? Were clients satisfied with the process and the outcomes?

Unfortunately, most employers today hate their annual benefits renewal process—even if they love their broker. Despite the evolving healthcare industry and advancing technology, the majority of brokers still present renewals using antiquated spreadsheets. This approach to renewals is frustrating for employers and makes the renewal process unnecessarily complex and confusing.

Forward-thinking brokers understand that their clients want more from their benefits renewal process, and have implemented visual, dynamic software solutions to greatly improve client service and satisfaction. In this blog, we’ll look at a few brokers who have revolutionized their renewal process, to deliver exceptional client service and lock in retention.

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Topics: Differentiation, Technology, Client Service, Renewal Strategies, Dynamic Plan Designer

Improve Client Service by Understanding Why Your Clients Hated Their Last Renewal and How to Fix the Process

Posted by AndyNunemaker on Jan 15, 2018 7:00:00 AM

Did you know that most employers hate their annual benefits renewal? It has nothing to do with the broker—they may even love their broker—but rather with the renewal process itself. While most insurance agencies pride themselves on excellent client service, they’re actually doing their clients a serious disservice using the traditional spreadsheet approach for benefits renewals.

This blog will share why your clients likely hated their last renewal and what you can do to upgrade the process—enhancing your client service in the process.

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Topics: Differentiation, Technology, Client Service, Renewal Strategies, Dynamic Plan Designer

Insurance Prospecting: Work Smarter, Not Harder

Posted by AndyNunemaker on Sep 18, 2017 6:06:00 AM

There’s no doubt that insurance prospecting isn’t easy. Sales is a lot of work. But there are ways to prospect smarter, to get better results doing the same amount of work. In this blog, we’ll examine one strategy to “work smarter” and make the most of your prospecting efforts.

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Topics: Differentiation, Technology, Renewal Strategies, Sales/Prospecting, Dynamic Plan Designer

10 More Insurance Sales Strategies to Win More Business

Posted by TomRoshar on Sep 11, 2017 6:00:00 AM

Last month, we wrote a blog with 10 insurance sales strategies to win more business. In this blog, we have 10 more insurance sales strategies to help you nail your prospecting meetings and close more deals.

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Topics: Differentiation, Technology, Renewal Strategies, Sales/Prospecting, Dynamic Plan Designer

10 Insurance Sales Strategies to Win More Business

Posted by AndyNunemaker on Aug 21, 2017 7:05:22 AM

Any successful insurance producer must spend a significant amount of time selling, which for many, isn’t the easiest part of the job. And even the most veteran salesperson can always improve and should look for opportunities to polish their sales skills. This article details 10 insurance sales strategies that producers may find valuable.

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Topics: Differentiation, Technology, Renewal Strategies, Sales/Prospecting, Dynamic Plan Designer

Insurance Sales Strategies: Overcoming Objections

Posted by TomRoshar on Aug 14, 2017 7:26:42 AM

“It’s not a good time for me.”

“The CFO’s nephew is our broker.”

“I really only care about cost.”

Overcoming objections is one of the toughest part of sales in any industry, and even more so in the largely commoditized insurance field. Producers, whether new or veteran, should devote time regularly to learning new insurance sales strategies and polishing their skills; overcoming objections should be part of that ongoing improvement effort.

In this blog, we’ll examine several strategies for overcoming objections during the sales process. As you’ll see with each tip, practice and preparation are critical to perfecting this sales skill.

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Topics: Differentiation, Renewal Strategies, Sales/Prospecting

5 insurance social media strategies to differentiate and attract more prospects

Posted by AndyNunemaker on Jul 17, 2017 6:30:00 AM

Social media is an excellent tool to attract and win more business, and insurance social media strategies are growing in popularity. While most insurance agents use social media to some extent, there are likely strategies you are missing out on. Learn 5 effective insurance social media strategies you should be incorporating into your business.

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Topics: Differentiation, Technology, Client Service, Sales/Prospecting

Unseat the Incumbent and Increase Insurance Sales with This Strategy

Posted by TomRoshar on Jul 10, 2017 6:30:00 AM

In a crowded, commoditized market, it’s critical that you know your key competitors, beyond the basics of who they are and their general marketing spiel. Why? Just like every other broker trying to increase their insurance sales, you are constantly looking for an edge, a differentiator that will get you in the door and eventually secure that BOR.

To do so, you must know the strengths, weaknesses, services, solutions and client perceptions of your top competitors, and understand how they stack up to your agency. Incorporating this knowledge into your sales pitch and approach can help you compete better and increase insurance sales.

In this blog, we’ll discuss how to research your competition and put that information into practice, to win more in head-to-head situations and increase insurance sales.

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Topics: Differentiation, Client Service, Sales/Prospecting