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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.


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 254 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 83 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 52 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 284 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 264 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 23 min read
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