Articles by Alan L. Shulman

image of Alan L. Shulman

Alan Shulman, CPCU, is the publisher of Agency Ideas, a subscription-only sales and marketing newsletter. He is also the author of the many tools posted on the Agency Ideas Instant Download Store. Phone: 800-724-1435. Email: alan@agencyideas.com. Website: www.agencyideas.com.

How Independent Agents Can Use Print Ads in Today’s Digital World

The primary purpose of an independent agent is to sell insurance. Nowhere in agency contracts does it mention that marketing and sales must be performed exclusively via social media. That’s a good thing, because if you go this route, you’ll …

How to Grow Your Agency by Asking and Answering the Right Questions

One of the “secrets” to building an agency, or any business for that matter, is to ask introspective questions and to answer them thoughtfully. For an operation that sells contractual promises, written by others, these queries cover a lot of …

7 Ways for Independent Agents to Recover Lost Policies

Independent agents have a nearly endless supply of suspects to solicit. They encompass almost every consumer and business in the state(s) in which you’re licensed. Of course, some make better prospects than others, and the more you know about them, …

7 Basic Marketing Approaches for Independent Agents

It’s impossible to market anything successfully without communicating well. There are multiple ways, online and off, to manage this vital activity. Below are overviews of seven marketing methodologies. Social media. Networking is about communication and sharing. And as your mother …

Grow By Asking and Answering the Right Questions

One of the “secrets” to building an agency, or any business for that matter, is to ask introspective questions and to answer them thoughtfully. For an operation that sells contractual promises, written by others, these queries cover a lot of …

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 …