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Insurance Sales Techniques
Practical sales tips, pitch techniques, and client engagement strategies designed for insurance sellers across India. Whether you're a solo agent or part of an NBFC team, learn how to build trust, overcome objections, and close smarter.


How Insurance Agents Can Generate Leads on Social Media Without Sounding Salesy
How Insurance Agents Can Generate Leads on Social Media Without Sounding Salesy

Agent Saathi
Feb 95 min read


Stop Selling Insurance Policies. Start Educating Customers About Risk.
Most Insurance conversations fail before they even begin. Not because the product is bad. Not because the premium is high. Not because customers “don’t understand insurance.” They fail because the conversation starts in the wrong place. It starts with Insurance policies , when it should start with risk . For years, insurance selling has trained agents to talk about: Covers Features Benefits Add-ons Discounts But customers don’t wake up worried about features. They wake up wo

Agent Saathi
Jan 304 min read


What Online Insurance Misses and the Irreplaceable Role of Insurance Agents
Online insurance platforms have transformed how people buy coverage. With just a few clicks, consumers can compare policies, get quotes, and purchase insurance without leaving home. This convenience has made insurance more accessible than ever before. Yet, despite the rise of digital tools, there are important aspects of insurance that online platforms cannot replace. Human insurance agents continue to play a vital role in helping people understand risk, navigate claims, and

Agent Saathi
Jan 194 min read


Navigating Change: How Rising Grievances and Regulatory Shifts Will Shape Insurance Agent Success in India
Navigating Change: How Rising Grievances and Regulatory Shifts Will Shape Insurance Agent Success in India

Agent Saathi
Jan 123 min read


Why Motor Insurance Renewals Are Not Enough for Agents in a Changing Market
Motor insurance renewals keep agents busy, but they no longer drive career growth. This article explains why the market has changed and what works better today.

Agent Saathi
Dec 21, 20254 min read


5 Common Reasons Insurance Agents Struggle to Break Income Barriers
Many insurance agents work hard but see no income growth after a few years. This article explains why natural markets get exhausted and what actually helps agents grow.
Bhakti Dama
Dec 15, 20255 min read


3 Smart Ways Insurance Agents Can Earn More from Every Lead
Tired of chasing low-margin deals? Discover practical ways insurance agents can boost income from the same leads with smarter strategies. Learn how to cross-sell, upsell, and leverage Agent Saathi tools to grow your business.

Agent Saathi
Jun 25, 20254 min read


This Is Where Insurance Agents Lose Business — And How to Fix It
Most insurance agents lose business in small moments—missed follow-ups, weak scripts, unclear pitches. Here’s how to fix that with Agent Saathi.

Agent Saathi
Jun 8, 20253 min read


How Much Are You Leaving on the Table Without MSME Insurance?
Most agents ignore MSME insurance—and lose out on high commissions. Here's how to tap into this ₹30 lakh crore sector with Agent Saathi’s pitch tools.
Bhakti Dama
Jun 5, 20252 min read


How to Equip Your Insurance Practice for Success
In the evolving world of insurance, success is often tied to how well you adapt and equip your practice. With increased competition,...

Agent Saathi
May 28, 20254 min read


Top 5 Pitching Techniques for Insurance Agents to Boost Sales
Insurance isn’t sold with jargon — it’s sold with clarity. Discover 5 simple ways to talk to your clients in a way they’ll trust and remember. From opening lines to objection handling, this guide is packed with real, ready-to-use tips for agents, NBFC sellers, and insurance advisors. Plus, download the free Client Talk Starter Kit exclusively for members.

Agent Saathi
May 26, 20254 min read


There's a Bigger Game Than Just Retail: The Shift to Commercial Insurance
Most agents stop at Mediclaim or LIC, but the real growth lies beyond. This guide explores how Indian insurance agents can break into high-value commercial segments like Cyber, Property, and D&O insurance—areas with higher commissions, less competition, and stronger client relationships. Backed by real examples and simplified language, this is your step-by-step roadmap to becoming a trusted risk advisor for SMEs.

Agent Saathi
May 2, 20253 min read
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