insurance brokerInsurance 

Tips to Be a Successful Insurance Broker

Sorry to burst your bubble, but this has to be said. There is a lot that goes into becoming a successful broker other than just understanding the basics and learning all the complicated concepts available online. If you are new to the world of insurance and your goal is to be a successful Burlington insurance broker, be prepared for the beginning – it will be rocky.

To help you get started and avoid being overwhelmed and quit in the process, below are some invaluable tips.

Look for a mentor

Do not make the mistake of thinking you will transform into a successful Burlington insurance broker by just getting the required licensing and education. Do not get this wrong. You do need the education and licensing. These are, however, not the only things that will make you stand out from the sea of commercial insurance brokers and enjoy success.

Having the knowledge and education is one thing, but learning how to engage and handle your clients is a totally different thing. For the latter, you need a mentor with industry experience. To find a mentor, you can enroll in a mentorship program. If you cannot afford this, perform a quick social media search. But ultimately, the best way to land a mentor is to search within the agency you work in. Some agencies automatically pair newbies with mentors when they bring you on board. If your agency does not, be vigilant and find one yourself.

Get a great brokerage general agent

At face value, it seems as though all brokerage agents are equal. While they essentially perform the same functions, they vary in expertise, level and quality of service they offer. This, of course, has an impact on the success you enjoy in the industry.

First and foremost, the brokerage agent you choose to work with should represent several reputable insurance companies. This alone will expand your portfolio and will enable you to provide your clients with flexible options. Additionally, it will help cut down on the time and effort you put in to make your client happy.

While choosing the brokerage general agency, check how long it has been operational, how many high-end industry professionals it employs and if they specialize or they are a jack of all trades.

 Be tech-savvy

The insurance industry keeps changing. This is expected. As such, remaining afloat and relevant can prove to be rather tasking. That said, the one way you can future proof yourself from the changes in the industry is to become tech-savvy. Most clients today prefer sending and receiving emails, rather than making calls. If you are not ready and willing to engage these clients on their level, you will lose them to another Burlington commercial insurance broker who will.

In addition, it is imperative that you create and constantly update your online presence on the different social platforms available, including LinkedIn, Twitter and Facebook. Build your profile on these platforms and remain active. You will be shocked to realize (if you haven’t already), that very few clients are ready to settle for one means of communication. They have options and they love to exercise this freedom of choice.


Becoming a successful commercial broker is no easy feat. but on the flip side, it is not too difficult, either. You just need to play your cards right and position yourself strategically. The above tips will get you started on the right path to success.


Related posts

Leave a Comment