Why Insurance Agents Who Use Branded Proposals Close 38% More Deals
Generic PDF quotes are killing your close rate. Here's the data on why a branded, personalized proposal isn't just a nice-to-have — it's the single biggest lever you can pull to win more business this year.
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Start Free Trial →5 Things Every Insurance Proposal Needs to Include (But Most Don't)
Most agents send quote PDFs. Agents who close more include these five elements that build trust and drive decisions.
How to Follow Up on a Proposal Without Sounding Desperate
The follow-up is where most deals are won or lost. Here's a proven framework that keeps you top of mind without pushing prospects away.
From Scratch to $1M Premium: How New Agencies Are Growing Faster
Three independent agency owners share the exact systems and tools that helped them reach $1M in written premium in under 18 months.
The Insurance Agent's Guide to Getting More Referrals in 2025
Referrals are still the highest-converting lead source for insurance agents. Here's how to build a system that generates them consistently.
7 Polly Features Most Agents Don't Know They Have
You're probably using 30% of what Polly can do. Here are seven underused features that can help you send better proposals and capture more leads.
The Tech Stack Every Modern Independent Agency Should Be Using
From CRM to proposal software to quoting tools — here's the lean, high-leverage tech stack that top-performing independent agencies are running in 2025.
How to Sell Insurance on the First Call Using a Pre-Built Proposal
Sending a proposal before the call changes everything. Here's a step-by-step approach that lets you close deals in a single conversation.
Branding Your Insurance Agency: Why It Matters More Than You Think
Agents with consistent branding close more deals and get more referrals. Here's how to build a brand presence without a marketing budget.
The 5 Metrics Every Insurance Agency Should Track Every Month
Most agency owners fly blind. These five numbers — if tracked weekly — will tell you everything you need to know about the health of your book of business.