{"id":740,"date":"2022-09-21T15:39:18","date_gmt":"2022-09-21T15:39:18","guid":{"rendered":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/?p=740"},"modified":"2025-10-13T19:48:19","modified_gmt":"2025-10-13T19:48:19","slug":"sales-tips-all-insurance-agents-must-know","status":"publish","type":"post","link":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/independent-agent\/sales-tips-all-insurance-agents-must-know\/","title":{"rendered":"8 Secret Sales Tips Every Insurance Agent Needs to Know\u00a0"},"content":{"rendered":"\n<p>What if you had the best job in the world but didn\u2019t know how to make the most of it?&nbsp;<\/p>\n\n\n\n<p>That\u2019s what it can feel like when you\u2019re struggling as an insurance agent. The job is rewarding and offers so many wonderful opportunities, but sometimes, you get stuck in a rut where you can\u2019t make a sale.&nbsp;<\/p>\n\n\n\n<p>This happens to every insurance agent, new and veteran, from time to time. To help you break out of that rut, here are our top sales secrets every <a href=\"https:\/\/www.bluefireinsurance.com\/become-a-producer\/why-bluefire\/\" target=\"_blank\" rel=\"noreferrer noopener\">independent insurance agent<\/a> needs to know!&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Dress for Success for a Good First Impression\u00a0<\/h2>\n\n\n\n<p>Growing up, you often hear the phrase \u201cdon\u2019t judge a book by its cover.\u201d It\u2019s important advice to teach children not to make assumptions about other people.&nbsp;<\/p>\n\n\n\n<p>Unfortunately, your clients will <em>definitely<\/em> judge a book by its cover. If you look like you just rolled out of bed and put on the first clothes you found on the floor, they won\u2019t trust your insurance advice.&nbsp;<\/p>\n\n\n\n<p>When you dress professionally, you dress for success. Wearing a suit, a dress, or other proper business attire makes a <a href=\"https:\/\/www.bluefireinsurance.com\/knowledge-center\/independent-agent\/4-ways-to-build-repeat-insurance-business\/\" target=\"_blank\" rel=\"noreferrer noopener\">good first impression<\/a> and shows you are committed to your job. That commitment will lead to more sales.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Become a Great Storyteller for Your Customers\u00a0<\/h2>\n\n\n\n<p>If you\u2019re not already a good storyteller, you need to work on becoming one. That\u2019s because storytelling is at the heart of most insurance sales.&nbsp;<\/p>\n\n\n\n<p>Why is that? To sell <a href=\"https:\/\/www.bluefireinsurance.com\/our-products\/\" target=\"_blank\" rel=\"noreferrer noopener\">insurance products<\/a>, an insurance agent needs to create interest in the products. And the best way to do that is to help customers see how insurance will protect themselves and their families.&nbsp;<\/p>\n\n\n\n<p>Many customers have trouble imagining something bad suddenly happening, so they may think they don\u2019t need much in the way of insurance. But by telling compelling stories about what <em>could<\/em> happen, you can create an interest in insurance products that lands you more sales.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Avoid Slang or Jargon When Talking to Customers\u00a0<\/h2>\n\n\n\n<p>What does selling insurance have in common with selling anything else? Simple: customers want you to come across as authentic and relatable.&nbsp;<\/p>\n\n\n\n<p>If you want to sound authentic, you need to avoid using slang or jargon. \u201cJargon\u201d is specialized insurance terminology that customers may not understand. And \u201cslang\u201d is the overused language some use to try to sound younger (such as \u201ctotes\u201d for \u201ctotally\u201d).&nbsp;<\/p>\n\n\n\n<p>Clients want you to speak in plain language and sound like an adult. Eliminating slang and jargon will open sales doors previously closed to you.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Listen to Your Customers More Than You Speak\u00a0<\/h2>\n\n\n\n<p>As an independent insurance agent, it would be fair to say that talking is the most crucial part of your job. It\u2019s how you convince people to buy insurance. But to increase sales, you <a href=\"https:\/\/www.bluefireinsurance.com\/knowledge-center\/independent-agent\/relationship-building-for-new-insurance-professionals\/\" target=\"_blank\" rel=\"noreferrer noopener\">need to listen<\/a> more than you speak.&nbsp;<\/p>\n\n\n\n<p>Not every insurance package is best suited for every customer. If they are being honest, most clients prefer packages that seem tailored to their unique needs.&nbsp;<\/p>\n\n\n\n<p>Of course, you won\u2019t know what those needs are unless you let the customers speak. When you listen rather than wait for your chance to talk, you\u2019ll discover that customers are giving you all the info you need to make the sale.\u00a0<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-content\/uploads\/sites\/2\/2022\/09\/8-secret-sales-tips-every-insurance-agent-needs-to-know-2.jpg\" alt=\"insurance sales agent meeting with customers\" class=\"wp-image-742\" width=\"722\" height=\"481\" srcset=\"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-content\/uploads\/sites\/2\/2022\/09\/8-secret-sales-tips-every-insurance-agent-needs-to-know-2.jpg 1000w, https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-content\/uploads\/sites\/2\/2022\/09\/8-secret-sales-tips-every-insurance-agent-needs-to-know-2-300x200.jpg 300w, https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-content\/uploads\/sites\/2\/2022\/09\/8-secret-sales-tips-every-insurance-agent-needs-to-know-2-768x512.jpg 768w, https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-content\/uploads\/sites\/2\/2022\/09\/8-secret-sales-tips-every-insurance-agent-needs-to-know-2-800x534.jpg 800w\" sizes=\"(max-width: 722px) 100vw, 722px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">5. Sell Insurance Solutions, Not Insurance Products\u00a0<\/h2>\n\n\n\n<p>The biggest mistake you can make as an insurance agent is to imagine that you are just selling products. That\u2019s because clients don\u2019t want to buy \u201cproducts.\u201d Instead, they want to buy solutions that give them and their families\u2019 peace of mind.&nbsp;<\/p>\n\n\n\n<p>This goes back to listening to what clients share with you. Did they mention preparing for an upcoming vacation? In that case, you can offer roadside assistance as a solution to protect their car and their trip no matter <em>what<\/em> happens on the road.&nbsp;<\/p>\n\n\n\n<p>The upside to selling solutions rather than products is quite simple. When you sell specific <a href=\"https:\/\/www.bluefireinsurance.com\/knowledge-center\/auto\/selling-the-sizzle-of-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">insurance solutions<\/a> to specific problems, customers will instantly see the value in your products.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">6. Be Energetic and Enthusiastic with Your Customers\u00a0<\/h2>\n\n\n\n<p>Many so-called sales gurus like to talk about the sales mindset. Everyone has a different idea of what that means. But your most important sales mindset is your enthusiasm.&nbsp;<\/p>\n\n\n\n<p>Think about it: <a href=\"https:\/\/www.entrepreneur.com\/article\/217192\" target=\"_blank\" rel=\"noreferrer noopener\">enthusiasm and energy<\/a> are contagious. When friends, family, or even colleagues talk you into doing something you are unsure about, it is usually because they seem so clearly enthusiastic.&nbsp;<\/p>\n\n\n\n<p>Try to summon that enthusiasm and energy before meeting clients. Smile frequently and show them you believe in what you\u2019re selling. Once <em>you<\/em> sincerely believe in what you\u2019re selling, your clients will share that belief and start buying.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">7. Never Start with the Price, Focus on Solutions\u00a0<\/h2>\n\n\n\n<p>You should never make rookie mistakes as an independent insurance agent. One of the biggest ones is this: starting with the price.&nbsp;<\/p>\n\n\n\n<p>Remember, you need to listen to your clients and sell them solutions to their concerns. Opening up by discussing prices reminds the customer you are here to make a sale. They may resent this approach, and even if they don\u2019t, they are less likely to be open to you about their concerns.&nbsp;<\/p>\n\n\n\n<p>Only mention prices after you have generated interest in how the insurance products will improve customer lives. Clients prefer this approach and are likelier to agree with the price after seeing the value of what you are selling. And you can improve your skills by studying the <a href=\"https:\/\/www.bluefireinsurance.com\/knowledge-center\/independent-agent\/7-books-to-improve-your-selling-skills\/\" target=\"_blank\" rel=\"noreferrer noopener\">sales literature<\/a> available to you.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">8. Always Ask for Referrals from Your Customers\u00a0<\/h2>\n\n\n\n<p>All of our tips above are designed to help you build a great rapport with your clients. Once you have a solid connection, it is far easier to make a sale.&nbsp;<\/p>\n\n\n\n<p>To make more sales, don\u2019t be afraid to leverage your rapport and ask the client <a href=\"https:\/\/www.bluefireinsurance.com\/knowledge-center\/independent-agent\/insurance-marketing\/\" target=\"_blank\" rel=\"noreferrer noopener\">for referrals<\/a>. If your meeting went well, the client should be excited about how insurance can protect their future. They will be equally excited to help provide such protection to the people they care about most by giving you referrals.&nbsp;<\/p>\n\n\n\n<p>The more referrals you have, the more sales you will make. It really is that straightforward!&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Get the Best Career as an Insurance Agent Today!\u00a0<\/h2>\n\n\n\n<p>Now you know our top secrets to start landing more sales. But do you know who can help you reach your full potential as an insurance agent?&nbsp;<\/p>\n\n\n\n<p>Here at Bluefire Insurance, we help independent insurance agents like yourself provide the best insurance solutions for your customers. To become a Bluefire Insurance agent, <a href=\"https:\/\/www.bluefireinsurance.com\/become-a-producer\/\" target=\"_blank\" rel=\"noreferrer noopener\">fill out this form<\/a> or <a href=\"https:\/\/www.bluefireinsurance.com\/contact-us\/\" target=\"_blank\" rel=\"noreferrer noopener\">contact us<\/a> to learn more!\u00a0<\/p>\n\n\n\n<div style=\"height:22px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button aligncenter\"><a class=\"wp-block-button__link has-white-color has-vivid-cyan-blue-background-color has-text-color has-background\" href=\"https:\/\/www.bluefireinsurance.com\/become-a-producer\/\">Apply<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:22px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button aligncenter\"><a class=\"wp-block-button__link has-white-color has-vivid-cyan-blue-background-color has-text-color has-background\" href=\"https:\/\/www.bluefireinsurance.com\/contact-us\/\">Contact Us<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>What if you had the best job in the world but didn\u2019t know how to make the most of it?&nbsp; That\u2019s what it can feel like when you\u2019re struggling as an insurance agent. The job is rewarding and offers so many wonderful opportunities, but sometimes, you get stuck in a rut where you can\u2019t make [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":741,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[],"class_list":["post-740","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-independent-agent"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/740","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-json\/wp\/v2\/comments?post=740"}],"version-history":[{"count":1,"href":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/740\/revisions"}],"predecessor-version":[{"id":743,"href":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/740\/revisions\/743"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-json\/wp\/v2\/media\/741"}],"wp:attachment":[{"href":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-json\/wp\/v2\/media?parent=740"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-json\/wp\/v2\/categories?post=740"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bluefireinsurance.com\/knowledge-center\/wp-json\/wp\/v2\/tags?post=740"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}