Agency Blog

Wendy Keneipp

Wendy is a passionate thinker, idea generator, and planner. She understands the impact of business strategy across an organization and develops communications, systems, and initiatives that drive organizational value and increase company awareness.
Find me on:

Recent Posts

Hooray! You’re on Social Media! But Are You Adding Value to Your Clients?

I’m concerned about some of the activity I see playing out among brokers and advisors with their online social activity. And I’d like to note that paradoxically this concern is actually a cause for celebration.

Read More

Approaching Benefits Like It’s Merely a Transaction? Your Days Are Numbered

The insurance industry has two very distinct types of sales people. Back when health insurance was affordable, selling group policies was the norm for the benefits broker. As regulations and expenses have both risen to new heights, the ideas, advice, and outcomes employers need have also risen to new heights. And the way brokers and consultants work with clients must rise along with it.

Read More

Afraid of being schmarmy? That’s no excuse for not marketing.

February 12, 2018

LinkedIn is an amazing tool if you choose to take advantage of it in a way that can expand your network and open your mind to new ideas and educational opportunities. At Q4i, we’ve long felt that the power of LinkedIn was substantial, and as more people joined in and started to participate in a productive way, we felt that it would grow in importance and we’d all benefit from it.

Read More

Shifting Needs and Shifting Priorities: Top Ideas for Insurance Agency Transformation

December 27, 2017

Each year the insurance industry changes and shifts, sometimes incrementally and sometimes with greater intent and speed. The challenges and focus shift as needed to morph the agency business from a commoditized, product-selling relic of the past to a client-centered consulting/advisory firm of modern business.

Read More

Are You Annoying The Crap Out of Your Prospects?

December 18, 2017

Same as everyone, I receive a lot of emails. Many of them are unsolicited, which in itself isn’t necessarily a problem. People are trying to develop their businesses. I get that.

What is a problem though, is when senders use outright lies in the emails or become rude and harassing. I’ve been collecting examples so I can share the garbage approaches that people use to try and earn new business.

Read More

Moving Your Insurance Agency from Just Surviving to Thriving

October 16, 2017

Erica Kiefer from AgencyBlocinterviewed me, asking how agency owners and agents can thrive, not just survive, in today's insurance industry and healthcare climate.A version of this article was originally published on their blog 

Read More

Changing Your Independent Insurance Agency May be More Shocking Than You Think

September 18, 2017

You hear it all the time – Change your agency! You’ll go the way of the Dodo bird if you don’t! You’ll have to sell your agency and work for someone else! You’ll lose your independence! Start making changes today to save yourself!

But is that actually good advice?

Read More

Software & Bad Hires Will Not Fix Poor Sales & Marketing Strategy

September 11, 2017

We watch insurance agencies make the craziest decisions about spending money. We see heavy spending and snap decisions regularly being made on a variety of software platforms, hiring internal marketing people, and buying client services (think value-added services). 

What we also see are agencies frustrated with the lack of results from that come from this spending. It feels a bit like a money pit. And the way this spending takes place, it should! 

Read More

Change Your Approach to Agency Sales & Marketing or Get Thrown Out of the Office

Marketing in a New Era.

This is the subject line of an email I received from a benefits producer I correspond with occasionally. He replies to articles and brings up thoughtful questions, and then we have some back and forth exchanges. I want to share one with you that I felt was particularly relevant to our readers regarding insurance sales and marketing.

Read More

Promoting Someone Else's Products is a Seriously Lame Way to Market Your Insurance Agency

July 10, 2017

People don’t buy what you sell. They buy you and your ideas. And when all you talk about are your products, you’re losing potential buyers.

Read More