Insurance Agent Forum


Insurance agents may share your ideas on issues related to an agent. You may also seek expert advice from the community.

P&C Prospecting Ideas

Submitted by Anonymous (not verified) on Sun, 03/08/2020 - 00:19

Hi Everyone!

I will be licensed in 1 month. I have a 12 year history in sales and have made 200k a year from making cold phone calls. I’ll be working independently. I’m looking to grow my business fast. I just need to know a prospecting method that works if I put in 2-4 hours of calls per day / 6 days a week. How does a new agent generate leads prospecting? I can’t find an answer to this question anywhere? There has to be a model I can follow to find people to write polices for? I’m getting my P&C license.

Please help!

What are the best CRMs in 2020 for insurance agents?

Submitted by JamesDef on Fri, 01/17/2020 - 14:23

Our agency has tried out three different CRMs in the last three years.

We've used QQCatalyst, Applied Systems Doris, and finally EZLynx (which we are happy about).

We are a younger agency and strive for automation in our agency at all costs.

The key things I like about EZLynx is the easy downloads, comp rater, and email marketing.

What CRMs do you love?

Free Vacation from NAAIP - Orlando, Las Vegas, Cancun, etc.

Submitted by NAAIPDavid on Tue, 01/07/2020 - 10:54

Originally posted

Christmas is Coming Early!

I will incentivise you to do your job. To earn six figures. I will give you a free vacation. You have a choice of 50 cities and resorts worldwide. From 3 nights/4 days in Orlando or Las Vegas to 8 days /7 nights in Bangkok or Bali. Typically a 4 or 5 star resort/hotel in which you only pay taxes/resort fees that average $25 per night.

Possible Lead Idea

Submitted by Anonymous (not verified) on Tue, 12/31/2019 - 22:08

Hey guys,

I couldn't find the rules for the forum, so please let me know if I'm breaking any rules.

I'm not selling anything, but I'm looking to validate the idea I have: Property Risk Assessments. An Agent would be able to enter an address and generate a report detailing the possible risks of earth movement, hail, severe wind, flooding, etc. The report would break show average frequency, magnitude, and property damage of each peril.

NAAIP Newsletter - New Quoters / Incentive Based Marketing

Submitted by NAAIPDavid on Thu, 11/28/2019 - 19:57

My job is to some how, some way figure out the way to get NAAIP to 20, 30 and then 40 and 50,000 users. To make NAAIP synonymous with high quality free-forever websites, quoters and sky high compensation if agents sell through us as the up-line. Currently, NAAIP is sitting at 10,674 registered users.

Your job as a licensed insurance agent is to make a sale a day or a few sales a week. To be consistently earning 6 figures per year.

NAAIP Newsletter 11/1/2019 sent to 10,629 Registered Agents

Submitted by NAAIPDavid on Mon, 11/04/2019 - 15:18

Hello , original newsletter at

A huge part of selling financial products is coming across as a professional.

Let's Do It!

You're NAAIP is part of a list that is a.) not properly hosted or b.) has advertisements on their website. Not good.