Insights for insurance agencies
Live-transfer leads, agency growth playbooks, and what we are learning running our own agency on Truvo Platform.
AI Drafts, Human Approval: Keeping Client Messages Safe
AI can write your follow-ups, renewal notes and quote recaps in seconds. Here's why a person should approve every message before it reaches a client, and how to make that fast.
Read articleLicensing and Appointments When You Add Producers
A new producer can't sell until their licenses and carrier appointments are in order. Here's a checklist for getting new hires compliant and quoting quickly.
Read articleBuilding Referral Partnerships With Realtors, Lenders and Dealers
Realtors, mortgage lenders and auto dealers meet your next clients before you do. Here's how to find the right partners, earn their referrals and keep them coming.
Read articleCommission Reconciliation for Independent Agencies
Carriers make commission mistakes, and agencies that don't reconcile never find them. Here's a monthly process for matching statements to policies and catching what's missing.
Read articleWorking Home Insurance Leads in Catastrophe Season
When a storm is coming, carriers pause new home binding and homeowners call anyway. Here's how to handle home leads before, during and after binding restrictions.
Read articleFollow-Up Cadences for Quoted-Not-Bound Prospects
Most quotes that eventually bind need more than one conversation. Here's a follow-up cadence for quoted prospects that is persistent, respectful and built on consent.
Read articleLost-Quote Analysis: Why Quotes Don't Bind
Every quote that doesn't bind has a reason. Here's how to find the patterns behind lost quotes and turn them into coaching, pricing and process fixes.
Read articleRe-Shopping Renewals Before Your Clients Do
When renewal premiums jump, clients shop. The agencies that keep them shop first. Here's a simple process for re-shopping renewals before the notice lands.
Read articleWhat an After-Hours AI Voice Agent Should Do
AI can answer the calls your agency misses after hours and when every line is busy. Here's what it should handle, what it should hand to a licensed agent, and how to keep it honest.
Read articleBundling Home and Auto on the First Call
The easiest second policy is the one you quote while the client is already on the phone. Here's how to bring up home or renters on an auto call without slowing it down.
Read articleQuoting a Live Transfer From the Dec Page
The caller's declarations page is the fastest route to an accurate, apples-to-apples quote. Here's how to ask for it, what to read first, and how to use it to win the switch.
Read articleWhat to Look for in a Comparative Rater
A comparative rater should save typing, not create it. Here's how to judge one on intake, accuracy, carrier coverage, declines and the path to a bindable quote.
Read articleReducing Cost Per Acquisition in Insurance Sales
Lower your cost per acquisition without cutting lead spend: improve close rate, fix speed-to-lead, kill weak sources, and protect persistency.
Read articleGetting Started With Truvo IQ
A practical walkthrough of Truvo IQ: set up multi-state campaigns, schedule lead delivery, assign Owner/Admin/Agent roles, and read call analytics from day one.
Read articleHow AI Is Changing Insurance Agency Sales
AI is reshaping insurance agency sales: smarter lead scoring, faster call analysis, automated coaching, and real-time routing. Here's what's real and what's hype.
Read articleCRM and Dialer Best Practices for Agencies
Set up your CRM and dialer to close more: clean lead routing, disposition discipline, speed-to-lead automation, and the integrations that prevent leaks.
Read articleTraining Agents to Work Live Transfer Leads
Train insurance agents to close live transfer leads: master the first 30 seconds, control the call, handle objections, and use call analytics to coach faster.
Read articleCall Recording and QA for Insurance Agencies
Build a call recording and QA process that lifts close rates — what to score, how to coach from real audio, and how to turn recordings into a feedback loop.
Read articleHow to Scale Your Insurance Agency
Scale your insurance agency without burning out: build repeatable processes, hire and structure a team, manage lead flow, and track the metrics that matter.
Read articleFinal Expense vs. Medicare vs. Auto: Picking Lead Types
Compare final expense, Medicare, and auto insurance lead types by close rate, sales cycle, and seasonality to pick the right leads for your agency.
Read articleInsurance Sales Call Scripts That Actually Work
Build insurance sales call scripts that convert live transfers — a flexible framework for openers, discovery, quoting, and closes your agents can actually use.
Read articleThe Insurance Agency KPIs Every Owner Should Track
The insurance agency KPIs that actually predict growth — from cost per acquisition to close rate by source — and how to track them without dashboard overload.
Read articleDesigning Insurance Agent Compensation Plans
Build an insurance agent comp plan that drives the right behavior: commission vs. salary, tiered bonuses, retention clawbacks, and what to avoid.
Read articleCalculating Insurance Lead ROI and Cost Per Acquisition
Learn to calculate insurance lead ROI and cost per acquisition the right way — using close rate, commission, and lifetime value to find which sources actually pay.
Read articleHandling Objections on Live Transfer Calls
A tactical guide to handling objections on insurance live transfer calls — scripts for price, timing, and trust that turn warm leads into bound policies.
Read articleAuto Insurance Live Transfer Leads That Convert
How agencies turn auto insurance live transfers into bound policies — qualification, transfer SLAs, agent readiness, rate-shock timing, and the metrics to track.
Read articleThe Best Times to Run Insurance Lead Campaigns
Discover the best times to run insurance lead campaigns by day, hour, and season — and how to match lead flow to staffed agent capacity for higher close rates.
Read articleDNC and Consent: What Insurance Agencies Must Know
How the National Do Not Call Registry, internal DNC lists, and consent rules apply to insurance agencies — and how to scrub, suppress, and document contact.
Read articleSpeed to Lead: Why Seconds Matter in Insurance Sales
Speed to lead decides whether insurance leads close or die. Learn why seconds matter, how to measure response time, and how to build a floor that answers instantly.
Read articleWorking ACA Health Insurance Leads
How agencies should buy, route, and convert ACA health insurance leads — subsidy qualification, enrollment windows, compliance, and the metrics that matter.
Read articleHow to Hire Insurance Producers Who Close
Hire insurance producers who actually close: where to source them, how to screen for sales instincts, what to test in interviews, and how to onboard fast.
Read articleLive Transfer vs. Shared Insurance Leads
Live transfer vs. shared insurance leads: a side-by-side breakdown of cost, close rate, competition, and cost per acquisition to help agencies buy smarter.
Read articleRunning Multi-State Insurance Lead Campaigns
A practical guide to running multi-state insurance lead campaigns: licensing, time-zone routing, compliance, and per-state performance tracking that scales.
Read articleTCPA Compliance for Insurance Agencies
A practical TCPA primer for insurance agencies — consent, autodialers, quiet hours, and revocation rules that shape how you work leads and live transfers.
Read articleUsing Call Analytics to Close More Insurance Deals
Learn how insurance call analytics reveals what's killing your close rate and how to use call data to convert more live-transfer leads.
Read articleHow to Convert Live Transfer Insurance Leads
A tactical playbook for closing live transfer insurance leads: opening scripts, qualifying fast, handling objections, and tracking close rate by source and agent.
Read articleHow to Buy Quality Insurance Leads
Learn how to buy quality insurance leads that close: vet vendors, choose live-transfer over shared aged leads, and protect your cost per acquisition.
Read articleWhat Are Live Transfer Insurance Leads?
Live transfer insurance leads connect agents to a pre-screened, interested prospect on a live call. Learn how they work, what they cost, and who should buy them.
Read articleMedicare Leads and Your AEP Strategy
How agencies should plan Medicare lead buying, staffing, and compliance around the Annual Enrollment Period to turn a Q4 surge into year-round revenue.
Read articleFinal Expense Leads: A Complete Agency Guide
A practical guide to buying, routing, and closing final expense leads — contact cadence, agent skills, persistency, and the metrics agencies should track.
Read articleRun your agency on Truvo Platform.
Sign up your agency and bring your team, or start with live transfers and add the rest when you're ready.