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.

Coping With the Digital – Traditional Communication Dilemma

It’s a fatal mistake to disregard the massive impact of digital marketing and selling. Insurance shopping is diving headlong into this direction and every forward-thinking agency must accept it as inevitable. But recognizing the inevitability of digital dominance does not …

Three ‘Common Sense’ Tactics for Commercial Lines Prospecting

Prospecting for fresh insurance leads is the soil of sales. And as any horticulturist can tell you, good earth is required to grow anything – including your agency. You can delegate this core function to a third party and buy …

How a ‘Middle-Aged’ Marketer Can Help Your Agency Grow

It is common knowledge that if an agency wants to employ a dedicated marketer, hire a young person. They, and only they, know what is happening in social media. By virtue of their youth, and their presumed familiarity with all …

How a Bad Attitude Can Harm a Good Agency

You can’t grow your agency without the right attitude. No, I’m not talking about a “proactive” sales stance. This cheerleading concept has been floating around the industry ever since the word was invented. Rather, I am referring to the attitude …

Contemporary Growth Tips From a 150-Year Old Agency

Imagine running an insurance agency 150 years ago. Essentially all that was available to sell was fire insurance and perhaps some marine. Fast forward to today and that same operation – now celebrating its sesquicentennial – has not only survived …

Top 10 Reasons to Write Recreational Vehicle Insurance

It’s summertime, and that means millions of active people are outside enjoying their recreational vehicle of choice. Virtually all RVs require some form of insurance protection, whether it’s for the vehicle itself or the potential liability that arises from it. …

Some Independent Agents Are Their Own Worst Enemy

Some independent agents imagine that they are involved in an eternal sales conflict. Their mortal enemies include the large national insurance marketers, area captive agents, plus a wide swath of local, regional, and digital competitors. This battle-vision hardens their resolve …

12 Survival Suggestions for Today’s Independent Agent

To survive, think backwards. Consider what you shouldn’t do before contemplating what you should, as avoiding negative acts improves your agency’s health. Don’t just promote from within. As important as it is to have a career path for your staff, …

Evaluate and Share Your Sales Successes and Failures

The “typical” P/C producer’s life is packed with sales drama. It features climactic successes and failures mixed in with routine yesses and noes. You can accept these ups and downs as business as usual or you can use sales history …

Retro-Theme Marketing, a Fun Approach to Motivation and Sales

Now that the new year has settled down into just “the year,” it’s a great time to inspire growth-driven agency action. But, touting what you offer the same way, year after year, can be downright dismal for everyone involved. Sure, …