Dynamis Blog

9 Reasons It’s Time to Ditch the Spreadsheets & Upgrade Your Renewal Process

Posted by AndyNunemaker on Sep 27, 2018 10:51:11 AM

Despite the influx of technology, many insurance brokers still present renewals the same way they did 20 years ago. Still using spreadsheets? Check out the list below for 9 reasons it’s time to upgrade your renewal process using technology, like Dynamis’ Dynamic Plan Designer tool.

You’ll also see reactions and testimonials from brokers and employers who have experienced the Dynamis plan modeling tool.

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Topics: Client Service, Differentiation, Dynamic Plan Designer, Efficiency/Streamlining Operations, Renewal Strategies, Sales/Prospecting, Technology

Does Your Sales Strategy Stink?

Posted by AndyNunemaker on Jul 16, 2018 7:15:00 AM

When you’re sending out cold emails or nurturing existing leads, does your message get the prospect excited? Or are they deleting your emails because it’s the same old stuff they hear everyday?

If your sales strategy isn’t producing the results you want, then it may be time to re-examine both your message and the content you send to back it up.

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Topics: Sales/Prospecting, Technology, Operations

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, Sales/Prospecting, Renewal Strategies

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

The Cost of Missed Sales Opportunities

Posted by AndyNunemaker on Dec 13, 2017 7:00:00 AM


Producers and sales managers generally track important sales metrics: appointments set, business won, close ratio. But sometimes forgotten are the opportunities that didn’t close. The cost of missed sales opportunities can be substantial, so it’s important to understand why opportunities are missed and how to fix those issues.

This blog will examine why sales opportunities are lost, the cost of missed sales opportunities, and strategies to close more of those sales.

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Topics: Sales/Prospecting, Operations

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, Renewal Strategies, Sales/Prospecting, Technology, 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, Sales/Prospecting, Renewal Strategies, Technology, 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, Sales/Prospecting, Renewal Strategies, Technology, 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, Sales/Prospecting, Renewal Strategies

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, Sales/Prospecting, Client Service, Technology