Agent Link- September 2019

AGENT LINK To empower those who change lives for the better

SEPT 2019

what support agents are looking for in their practice. Using tools from Stu’s extensive communication-focused training process, producer liaisons create the foundation for a successful match. Since Agent Link’s founding almost 10 years ago, the team has grown immensely. We’ve talked with over 150,000 insurance professionals and worked with hundreds of brokerage agencies, BD-affiliated organizations, and carriers. Predictive analytics have been revolutionary in terms of connecting BGAs and IMOs to the exact producers they seek. Our producer liaisons put this data to work to build a bridge between agents and the organizations they’ll thrive in. Happily, our solutions have gone beyond increasing activation and conversion rates: We’ve seen our clients find a renewed sense of purpose. At the end of the day, that’s why we’re here. INSIDE 1. Meet Agent Link’s Founders 2. The Proof Is in the Pudding Inside the No B.S. Guide to Referrals 3. How to Attract Millennials to Your Business 4. A Reading List for Real Success

MEET THE FOUNDERS Infusing Purpose Into the Industry

completely transforms your perspective,” Stu says. “You realize the power of having insurance and a financial plan,” adds Senia, who had already been working in the insurance industry for a number of years. “You understand what it means to have a quality producer in a crisis: It changes your life.” As a result of their experience, the two joined forces to co-found Agent Link. Fueled by their purpose to help insurance and financial services professionals and organizations achieve greater success to change people’s lives for the better, Senia and Stu have watched their business thrive. Recruitment and activation have always been the focal points. Stu’s extensive background in predictive analytics and data analysis equips him with the tools to improve efficiencies and solve the core issues many BGAs and IMOs face. Agent Link’s database of 1.6 million licensed agents — the most comprehensive in the industry — combined with marketing intelligence tools have given insurance marketing organizations the ability to zero in on the quality producers who are the right fit for them. “The way we look at it, we’re matchmakers,” Stu says. “In a sea of 1.6 million agents, we’re going to connect you to the quality producer who activates. It’s all about empowering people: our clients, producers, and consumers.” Predictive analytics, while important, couldn’t drive conversion and activation all on their own. Adding the human element of producer liaisons brought all the pieces together. Producer liaisons use their honed sales instinct and knack for relationship-building to discover

Earlier this summer, to accommodate growth, Agent Link expanded to a new office. (You may have noticed our new address.)There’s excitement in the air as we watch this growth take place.This event also coincides with another big milestone for Agent Link: 10 years since we began. As we near this milestone, we want to take a moment to step back and look at what’s led us here. After all, if you don’t know where you came from, you don’t know where you’re going. From day one, our founders Stu and Senia have strived to empower the industry by returning a sense of purpose to the people who work in it. Senia’s marketing and consulting experience in independent insurance distribution channels paired with Stu’s background in market research and business management have allowed them to deliver unparalleled results to their clients. Following an unexpected loss 10 years ago, Stu and Senia learned firsthand about the life- changing impact of insurance and financial services. “It was one of those events that

-Senia & Stu

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