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The AIMS Society blog is designed to provide practical, timely ideas to help insurance agencies improve results from their marketing and sales efforts. Wishing you much success!!! For even more, consider joining the AIMS Society and you'll have access to a powerful network of agents and carrier personnel focused on excellence in sales!

 

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What Are Your Best Tips for Maintaining Work-Life Balance?

Posted By AIMS Society, Friday, August 11, 2017

It's back-to-school season, which means many of us — students and parents alike — have to get back into the swing of juggling the demands of work and school, both of which have fixed and often competing schedules. Maintaining our sanity requires flexibility and ingenuity.

Tips from business experts. If your office offers flexible or remote work options, you're in a great position to shape your schedule to suit you! If not, you might find the 26 time-management tips I wish I'd known at 20 shared recently by Business Insider to be helpful. Our own experience has convinced us to add No. 27: Don't neglect yourself during busy times. Running the work-school marathon requires you to be well-rested and nourished in both body and soul.

Gratitude. The next time you schedule a business call while watching soccer practice or answer emails while you're waiting for your take-out dinner, whisper a small "thank you" for cloud-based software. We are the first generations who can take our offices with us on our devices, allowing us to make the most of found time — whether it's while waiting for a hair or doctor's appointment, waiting in the car-pool line or observing a child's piano lesson. Just remember to respect the boundaries between your two lives, and try to stay present as much as possible so you don't accidentally send an unfinished email or dismiss your child trying to tell you a story.

How do you find time? We all struggle with work-life balance, and balancing a thriving career in insurance while caring and being there for your family can be challenging. But insurance professionals are among the best at using tools and time wisely. In the comments section below, please share one or two of your favorite time-management tips with AIMS Society readers. If we all work together, we can find the best way to maintain our own perfect work-life balance.

Tags:  AIMS Society  business value  efficiency  insurance marketing and sales  Networking  productivity  Professional Development  Relax  self-improvement  Social Media  teamwork  Technology  time management  vacation 

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Sales Slowing Down? Revamp Your Strategy.

Posted By AIMS Society, Friday, June 30, 2017

It's summertime, which means family vacations are in full force and leisure living is priority. Chances are good that your sales, too, will relax during these summer months. While your clients and prospects play, consider using this down time to revamp your marketing and sales strategies. Trust us — you'll thank yourself later.

Here are a few specific suggestions:

Check your marketing strategy for missed opportunities. Since things will be slow around the office, consider taking time to get into the weeds of your marketing strategy. That way, you can make your efforts more effective, authentic and fresh.

Look at digital improvements. While 16% of brands, have a digital marketing strategy that isn't yet integrated into marketing efforts, nearly 46% of brands don't have a strategy at all. Wherever you stand on the spectrum, consider setting new objectives and a game plan for how to reach your target audiences — and beyond.

Create better content. Maybe your website, blog and social media accounts are already strong. Consider going back to the basics and checking out your website content or adding SEO-friendly phrases to a few blogs. Remember, it's about quality over quantity, so make sure your content is engaging, true to your brand and unique among the competition.

Look on the inside to improve the outside. It's always a good idea to bring the team together to discuss how things are going. Schedule a meeting or two this summer to talk about challenges within daily operations and communication practices. Have a brainstorming session to come up with innovative marketing ideas, or just have a cookout to bring the team closer in an informal setting.

Tags:  AIMS Society  business value  CPIA designation  efficiency  insurance marketing and sales  Leadership  Networking  productivity  self-improvement  Social Media  teamwork  time management  vacation 

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Bugging your Customers - A Great Way to Reach Out This Summer

Posted By AIMS Society, Friday, June 23, 2017

Part of being a great insurance agent is looking at all aspects of risk faced by your clients and sharing ways that they can protect themselves, even if it doesn't immediately translate to a policy sale for you. The point is to become a valued resource that your customers can't imagine being without.

One of the biggest risks of summer is pests; and people are always interested in finding new ways to stay bite-free. Below is some basic information you can simply cut and paste into an informational email. By doing this, you add another point of contact and another reminder of your value.

Sample Email Copy

Buzz Off—Tips for Staying Bite-Free This Summer

As insurance agents, we see all types of risk, big and small. With the arrival of summer, there's one risk that can quickly turn from just a nuisance into a real health issue—bugs and their bites.

Mosquito-borne illnesses include Zika, West Nile virus, dengue fever and Chikungunya.

  • Zika symptoms include fever, rash, headache, joint pain, conjunctivitis (red eyes) and muscle pain.
  • With West Nile, there are no symptoms in most people (70%-80%). However, about one person in five will develop a fever as well as a headache, fatigue, body aches, joint pains, vomiting, diarrhea or rash. Fatigue and weakness can last for weeks or months. Unfortunately, a small percentage of people, particularly those over age 60 or with medical conditions such as cancer, diabetes, hypertension or kidney disease, are at risk for more serious symptoms. In these cases, recovery can take several weeks or months, with some neurological issues remaining permanently.
  • The obvious goal with all mosquito-borne illnesses is to avoid bites in the first place; unfortunately, citronella candles and sonic repellents don't work as well as advertised.
  • Instead, look for pesticides containing DEET and lemon eucalyptus. Spray them around your yard, particularly before gatherings.
  • Also, it's important to regularly empty any standing water on your property and cover or turn over anything that could retain water, such as tires, buckets or empty planters.

Experts predict that 2017 will be a "particularly bad year" for Lyme disease, which is caused by deer tick bites. It's now the fastest-growing vector-borne disease in America.

  • Symptoms include fever, headache, exhaustion, swollen lymph nodes, and muscle and join aches. Although considered a tell-tale sign, only half of Lyme disease cases present with a bull's-eye-shaped rash. Making diagnosis even more complicated, blood tests show a false negative 25%-50% of the time.
  • Left untreated, Lyme disease can become a serious health problem with chronic shooting pain and swelling, heart trouble, shortness of breath, and neurological issues.

To minimize chances of a tick bite:

  • Stay away from where they live—brush areas, tall grass and thick woods. Walk in the center of trails when hiking.
  • Use a repellent with 20% more of DEET, picaridin or IR3535. This EPA tool can help you pick the best one for you.
  • Put the repellent on after sunscreen and spray on your clothes as well.
  • Cover baby carriers or strollers with netting.
  • Wear light-colored clothes and long sleeves and pants. Tuck pants into socks.
  • Protect your pets as well with a pest collar, sprays, powers or monthly topical.

 

Tags:  agency value  AIMS Society  business value  Friends  insurance marketing and sales  Networking  sellability  Social Media  vacation 

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FREE Attendance at 2017 PRO-to-PRO

Posted By AIMS Society, Tuesday, January 24, 2017

How to Get it PLUS a Designation!

Free attendance for the 2017 PRO-to-PRO? How can that be? Actually, it's quite the deal.

If you come to Celebration, Florida just two days early, you can earn your CPIA designation and then stay through the end of the week for the PRO-to-PRO Retreat — free,

Yes, you read that right: Anyone who signs up for the CPIA seminars February 7-9, 2017 and stays at the Bohemian Hotel Celebration in our event's block of rooms will have their PRO-to-PRO attendance fee waived; that's how dedicated we are to making your time in Celebration even more worthwhile. 

You're committed to only one trip (to a pretty awesome location, particularly in the middle of winter), but will reap multiple benefits, including the only focused sales and marketing designation in the insurance industry, as well as interaction with some of the smartest minds in the industry.

Here's the itinerary:

February 7 — Position for Success (CPIA 1) — Facilitator: John Fear

February 8 — Implement for Success (CPIA 2) — Facilitator: Becky Lathrop

February 9 — Sustain Success (CPIA 3) — Facilitator: Ed Lamont

February 9-10 AIMS Society PRO-to-PRO Retreat

February 11 Optional golf outing

Of course, we welcome everyone for any portion of the week, but would love to send you home with both the CPIA Designation and the PRO-to-PRO experience. It's not too late to register, either, and we're eager to answer any questions you might have in advance of signing up. Just contact Donna Gray at donna@aimssociety.org. Hurry! The cut-off date for the discounted block of rooms ends January 26th!  

Check out all the details of the 2017 PRO-to-PRO agenda, read more about the benefits of the CPIA Designation, and sign up today! We look forward to seeing you in Celebration!

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Burnt Out? We Can Help You Recharge.

Posted By AIMS Society, Thursday, November 17, 2016


In the flood of appointments, meetings and assignments, it's easy to lose sight of the importance of your job. This can be particularly true for those in the insurance industry, because much of the commentary and news articles you see focus on the cost of premiums, the regulations and market segment challenges. Add to that the identity crisis that our industry seems to be facing, and it can be downright discouraging to proudly declare "I'm in insurance" when someone asks what you do for a living. After all, a recent report by PWC, Top Insurance Industry Issues in 2016, declares that "insurance ranks near the top of the list of least-desirable industries according to recent graduates. The image of the industry is that it is generally behind the times and offers little in terms of career development."

Yet that image is certainly counter to the experience of so many others out there, hopefully including you. Quite simply, this negative image is one of the biggest things AIMS is trying to wipe out, not only for the public at large, but also for those of us within the industry who could use a boost of enthusiasm and positivity.

We feel so strongly about an industry image makeover that our affirmed vision is:

The AIMS Society strives to elevate the insurance profession.

And our mission states:

We inspire passion for insurance marketing and sales by supporting professional and personal development with education and collaboration that challenges, demands accountability and delivers actionable information.

How are we doing against these goals? Well, if you consider our CPIA program and recent designee comments, pretty good. In fact, after recently earning his own designation, Andrew Seils, CPIA, who works at Dave Mosher & Associates Insurance in Wisconsin said, "I am very proud to have the CPIA designation. The classes for the designation showed some insight into social media networking, as well as some other tried and true methods." But perhaps most importantly, he added, "It also helped me understand more about insurance and the impact it has in our neighborhoods. This is a great designation that anyone can benefit from."

We're thrilled to get such tremendous feedback. When professional development courses provide attendees with actionable, real-life knowledge — which is definitely something we tout at AIMS — but also leave individuals with a new sense of pride and understanding of our industry's importance and role in the world, that's the very best combination of all. There's nothing quite like getting away form the job for a day, recharging and returning home excited and ready to take on any challenges.

Want to boost your own career and attitude? Please join us at any one of the upcoming CPIA designation classes! To learn more or schedule a session, just visit aimssociety.org/page/Designation.

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Tags:  Agency Management  agency sale  agency value  AIMS Society  business value  CPIA designation  efficiency  Insurance Education  insurance marketing and sales  Leadership  Networking  productivity  Professional Development  PRO-to-PRO  Relax  Risk Management  self-improvement  Social Media  teamwork  Technology  time management  vacation 

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