Articles by Alan L. Shulman

Alan Shulman, CPCU, is the publisher of Agency Ideas® sales and marketing newsletter (free basic subscription at www.agencyideas.com/join). He is also the author of “500 Sales Ideas for Commercial Lines Producers” among many other P&C sales resources. Email: alan@agencyideas.com. Website: www.agencyideas.com.

How Independent Agents Can Use ‘Being Local’ to Their Advantage

As an independent agent, you possess many advantages over the national P/C marketers that operate mainly online and over the phone. One strong point, among many, is that you operate out of a local office. Don’t look at this as …

6 Things for Independent Agents to Worry About in 2013

The 100-plus year-old independent agency distribution system is expanding, according to Future One’s 2012 Agency Universe Study. The number of independent agencies, it states, has recently increased to 38,500. Still, some voices claim that the agency business, as we know …

25 Ways to Grow Your Independent Agency in 2013

As the calendar flips to 2013, growth-minded independents must decide how to build their agencies over the upcoming year. The options are endless, and they straddle both the physical and digital worlds. Here are 25 ideas for growth. There are …

6 Things for Independent Agents to Worry About in 2013

The 100-plus year-old independent agency distribution system is expanding. According to Future One’s “2012 Agency Universe Study,” the number of independent agencies has recently increased to 38,500. Still, some voices claim that the agency business is past its sell-by date. …

8 Lessons to Learn from the Upcoming Presidential Election

The 2012 presidential election is coming up quickly and the media is outputting endless stories, videos, tweets and more about it. Pay attention to the ads and the action to pick up some interesting lessons you can apply to your …

One Agency – Two Producer Management Methods

Today, as in the past, agencies need to set the stage for future sales (both new and renewal) with continuous marketing efforts. These actions typically include brand building, highly targeted solicitations and everything in between. The media employed can be …

8 Lessons to Learn from the Presidential Election

The 2012 presidential election is coming up quickly and the media is outputting endless stories, videos, Tweets and more about it. Pay attention to the ads and the action to pickup some lessons you can apply to your agency. Here …

A Guide to Obtaining Insurance Referrals

Editor’s Note: This article originally appeared in Insurance Journal’s Satire Issue, August 20, 2012. The content in this issue is not real and is not to be taken seriously. It’s supposed to be humorous. Seriously. Referrals are the ultimate sales …

8 Ways to Kick-Start Productivity When Sales Are Slow

There is never a slow time in insurance sales, at least in theory. Yet in practice, no producer is productive 100 percent of the time. Who is? But when the number drops below 75 percent, agents must use slow time …

Help Young Producers to Think Beyond the Internet

Veteran Agents Have Much to Teach Their Successors Today’s youngest agents crave to be online. It’s no surprise since they grew up in the Internet age. Their experiences include playing video games, doing schoolwork, surfing, communicating via email, and texting …