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iBroker: Tools, tips and resources to help you attract new life and health insurance clients in a digital age.
 
Research over the last decade or so unambiguously shows that Millennials, those born between 1981 and 1996, and Gen-Z-ers, those born between the mid-1990s to early 2000s, are the largest consumer group in the individual insurance marketplace here in the U.S.

And unlike their antecedents, younger insurance buyers demand services that go beyond basic risk management/protection. Younger consumers today also avail themselves of various digital tools such as social media, email, comparison shopping engines, and so on when negotiating the various insurance markets out there.

While the need to consult an insurance sales professional still exists within this consumer cohort, a drive towards less traditional means of communication is to a great extent, preferred when it comes to the needs and wants of insurance customers under the age of 40.

In light of all these inevitable changes in the market, insurance sales professionals and agency owners around the country are in constant search of ways to help meet the unique needs of their younger clients and how to position their firms to connect with both millennial and Gen-Z buyers.

As an agency owner for over a decade, I too have had to lead the change in my organization. A change towards the digital age. Folks such as yourself are doing the same all around this great country of ours.

As an agency... an independent insurance agency, we have made many moves over the last 5 years, mostly in the area of marketing to place ourselves at the buying crossroads of your younger prospects.

We have also evolved as an agency from one that simply peddled insurance products to one that provides a whole host of consultative services of which our insurance products take center stage as the foundation.

iBroker is my latest attempt to share what I have learned in this business with those who are new to it. In this latest effort, I (hopefully) have managed to hit my main two goals.

That is to a)provide to you, the new agency owner, aspiring agency principal, or insurance entrepreneur, an easy-to-read book to help spark some ideas on how to better position your agency to attract and cultivate fruitful relationships with younger audiences and to b)better serve the younger clients you may already have.

In this book, I strive to place great emphasis on marketing and branding. I do so because I honestly feel that one's sales and marketing infrastructure is the most important aspect of any business.