Top Tips For Creating a Killer Online Insurance Sales Strategy



Insurance prospects don’t usually show up ready and raring to buy your policy. They peruse, they assess, and they comparison shop for the best plan. Increasingly, these prospects are using technology (ah yes, that ever powerful internet) to do their company detective work. What does that mean for the modern insurance agency? Customers who can’t find you online might not find you at all. Additionally, customers who can’t interact with your company online may opt to take their business to a more online friendly company. Ach, that sounds mighty scary!

But don’t worry – there’s good news to all this “dun, dun, dunnnn” info.

The Agents Council for Technology (ACT) recently released a report for insurance agents looking to ramp-up their modern insurance sales game. Using research compiled from a year-long study, ACT’s report offers tips and recommendations for how agents can use technology to improve their online insurance sales strategy and close even more deals.


Learn How to Become a Million Dollar Producer with Randy Schwantz


Don’t miss the latest installment in the ongoing HelloSign expert webinar series on March 3rd when Randy Schwantz will teach you the proven, revenue-boosting strategies on how to become a Million Dollar Producer.

Sign up now.

The best selling author known for The Wedge and How To Get Your Competition Fired aims to double your insurance book of business in three years with only having half as many accounts as you do now. How is this even possible? By investing more attention into the accounts that make up the top 20% of your revenue, re-aligning less profitable accounts and cutting out incumbent relationships, Randy has developed a tried and true method to win new business fast.

During this one-hour session, Randy will share a specific action plan that he’s been developing over the past two decades to boost your performance to the million-dollar level. He’ll be arming you with a proven formula to get the most out of your more profitable accounts, tools you need to benchmark your progress and a pre-call strategy that’s sure to grow your bottom line.


HelloSign Unveils a Cleaner, Simpler UI to Empower Users


eSigning just got more beautiful.
Six months ago we unveiled a complete overhaul of our brand, which included a new identity, website and a refresh of our overall brand language. For the past seven months, we’ve been working hard to extend our brand language to the product. Today, we couldn’t be happier to share the results with you.

We started the redesign process with two goals in mind:

  1. Inject our new brand personality into the product.
  2. Make our users more awesome by making their eSignature experience easier.

We realize the value of beautiful design. However, design that empowers our users with a more intuitive user experience is what defines great design in our eyes. With that said, throughout the redesign we were sure to keep our core value top of mind: our users come first.


Expert Series: What Insurance Agencies Need to Know About The Fair Labor Standards Act

Jon Persky
How can you be sure your agency is complying with the Fair Labor Standards Act?  Don’t worry, we’ve got your back. We’ve brought expert Jon Pesky aboard for an in-depth webinar on February 3rd designed to answer your questions about the laws surrounding independent contractors.

There’s a lot of confusion for insurance agency leaders when it comes to employment laws. The line between an employee and an independent contractor is thin, fuzzy and increasingly important for agency decision makers to understand. Even though an “independent contractor” is different from an “employee”, the exact definition of either role has yet to be set in stone. And despite the ambiguity between roles, failure to be compliant can result in lawsuits, compensatory and punitive damages, as well as damage to your reputation.

During this one-hour session, Jon will help you prevent any unwanted surprises by drilling down on the federal law aspects of the Fair Labor Standards Act and whether that producer of yours is truly an independent contractor or actually an employee.

Sign up today to reserve your seat and join Jon on February 3rd at 10am PDT/1pm EDT. See you there!


Are eSignatures as Legal as Handwritten Signatures?

esignatures legal

Think eSignatures are new thing? Think again. This time-tested and legally binding technology has been around longer than the iPhone or Gmail.

Technology is constantly revising the way things get done. Just as email has replaced traditional mail for most business communications, traditional pen and paper signatures are quickly being replaced by electronic signatures.

More commonly known as “eSignatures,” this technology is not necessarily new. It’s been over 10 years since the ESIGN Act was put in place, giving eSignatures the same legal weight as traditional signatures, but there are still handful of people who are still hesitant to use them.

Regardless, ink autographs are being replaced by their digital counterparts, and eSignatures are here to stay. To help ease your transition to using eSignatures, we’ve broken down the legality of eSignatures below: