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.

8 Things Independent Agents Can Learn From Sam Walton

Wal-Mart and independent agencies seemingly have little in common. Not so. There are many helpful ideas to cull from Mr. Walton’s amazing odyssey from one store to the largest retailer in the world — as revealed in his autobiography, “Sam …

8 Things Independent Agents Can Learn from Sam Walton

Wal-Mart and independent agencies seemingly have little in common. Not so. There are many helpful ideas to cull from Mr. Walton’s amazing odyssey from one store to the largest retailer in the world — as revealed in his autobiography, “Sam …

Digital Divide: Young Agents Versus ‘Old’ Agency Principals

Are Today’s Young, Vocal Agents Trying to ‘Occupy’ Insurance? Young producers are essential to the survival of the independent agency system. They are enthusiastic and motivated, and if you can put up with their “young versus old” histrionics, a lot …

The Death of Direct Mail Is Greatly Exaggerated

Converge Direct Mail with Digital Marketing Only marketers that “don’t get it” pay printers and the U.S. Postal Service (USPS) to output and distribute printed materials that promote their business. The cool kids eschew dead trees and trucks and use …

6 Things I Learned from Reading Steve Jobs Authorized Biography

The first lesson learned from Walter Issacson’s best-selling biography, Steve Jobs (Simon and Schuster), is that you should have started your agency in a garage with a guy called “Woz.” If you did, stop reading now and count your billions. …

Social Marketing for Agencies Is Never Free

Opening a Basic Social Media Account Is Free — The Rest Isn’t Most social media accounts are free of charge. You can open up Facebook, Twitter, LinkedIn, Google+ and Blogger accounts all without spending a dime. That’s what makes them …

Six Things I Learned from Reading Steve Jobs Authorized Biography

The first lesson learned from Walter Issacson’s best-selling biography, Steve Jobs (Simon and Schuster), is that you should have started your agency in a garage with a guy called “Woz.” If you did, stop reading now and count your billions. …

How One Independent Agent Tried to Off the GEICO Gecko

Editor’s Note: This article is from Insurance Journal’s annual Satire Issue, originally published on Aug. 15, 2011. The article is fictional and is meant to be humorous. Enjoy! Obsession is more than some Calvin Klein perfume; it’s the root cause …

8 Ways to Avoid Making a Lousy First Impression

Don’t Self-Destruct at an Initial Meeting With a New Insurance Prospect Let’s start with a couple of clichés… You never get a second chance to make a first impression… and… The No. 1 rule of selling is not to make …

How to Compete for Personal Lines with the Direct Writers

Let’s face facts. It’s unlikely that any individual independent agency will ever “beat” the direct writers. They have massive marketing budgets, a strong online presence, great name recognition, and enjoy a reputation for being low in cost. Still, you can …