Insurance Agency
6 mins
 min read

How to Present Winning Insurance Quotes with Jeremy Powers

Published on
April 3, 2024
Contributors
Nick Berry
Demand Generation Marketing Manager

Nick is the Demand Generation Marketing Manager at Canopy Connect, where he brings 20 years of sales and marketing experience, including the last 6 years focused on broker tech companies. When he's not managing marketing campaigns, he's likely sipping on a dirty chai latte (hot) or building side projects to keep his skills sharp. Nick is a proud USAF veteran and a family man with 4 kids.

Hot take? If you’re still pitching insurance quotes based on price alone, you’re missing the point. It’s not about being the cheapest option; it’s about delivering real value and positioning yourself as a trusted advisor. That’s how you win clients—and keep them.

Jeremy Powers, the powerhouse behind Powers Insurance Experts, has nailed this. He’s built an agency from scratch, without spending a dime on marketing, focusing on education, personalization, and turning the mundane insurance process into something engaging.

We started with three thousand dollars and a dream and we're over a two million dollar book now.
Jeremy Powers, Powers Insurance Experts

In this article, we’ll break down Jeremy’s approach to presenting winning insurance quotes, using the right mix of technology, trust, and a whole lot of personality.

Understanding the Importance of Information in Insurance Quotes

Information means nothing if you don’t know how to use it. You can have all the declaration pages, policy details, and coverage limits you want—but if you're not turning that data into a compelling story for your client, you're wasting everyone’s time.

Jeremy Powers doesn’t just collect info; he transforms it. Gathering the right details isn’t just about getting numbers on paper—it’s about uncovering what matters most to the client. Full coverage? It doesn’t even exist! It's important for clients to understand if their coverage will effectively safeguard them when it matters, like in the event of accidents or natural disasters. This is where most agents miss the mark—they get stuck on price and forget the power of education.

Helping people understand what the coverages mean helps them understand where their dollars are going. [...] We get we don't care about the price because we're gonna give you a better bang for your buck.
Jeremy Powers, Powers Insurance Experts

When you break down the jargon and show your clients how proper coverage protects them, you’re not just selling insurance. You’re selling peace of mind. And that’s what gets you ahead.

Personalizing the Quote: What Sets You Apart

Forget cookie-cutter quotes—one size doesn't fit all. If you’re just tossing out generic policies without taking the time to tailor them, you're blending in with the crowd. And blending in is the fastest way to lose clients. Jeremy Powers figured this out early: personalization isn’t optional—it’s everything.

Here’s the deal. Clients don’t care about the cheapest policy; they care about whether you understand their needs. You need to be the agent who knows more about their situation than they do. Jeremy doesn't just ask, "What’s your budget?" He digs deeper: "What are you protecting? What’s at risk?" By getting specific and educating clients on why liability limits and coverage types matter, he becomes the trusted advisor, not just a salesperson.

Want to stand out? Stop selling insurance—start selling solutions. Personalization is your secret weapon. Use it, or get used to losing out.

Creating a Strong Value Proposition

Here’s the uncomfortable truth: If all you're doing is throwing numbers at your clients, you’re setting yourself up to lose. Price shoppers will always find someone cheaper, but value-based clients? They stick around—and they refer their friends.

This is where Jeremy Powers hits it out of the park. His approach? Value over price—every time. Clients need to see why the extra coverage is worth it. A $5 increase for double the liability? That’s a no-brainer, but only if you explain why it matters. When you position yourself as the expert—someone who knows how to truly protect their future—you’ve built trust, and trust is worth more than any discount.

Clients want to know they’re in safe hands. So, instead of racing to the bottom with price, build a value proposition that blows the competition out of the water. Be the agent who offers more—better coverage, better advice, and ultimately, better protection.

Using Technology to Simplify the Process

Jeremy Powers knows that tech isn’t just a tool—it’s a game-changer. You want to run a modern agency? Then start acting like it. Enter Canopy Connect.

Instead of chasing clients for paperwork and playing email tag for days, Jeremy sends them a simple link. In less than a minute, he’s got everything he needs: policies, coverage details, all of it. No more manual work, no more headaches. And while other agents are still fumbling with forms, he’s already analyzing gaps and crafting a winning proposal.

Here’s the kicker: clients LOVE it. It makes you look efficient, professional, and tech-savvy—all the things that build trust. Technology like Canopy Connect isn’t just an efficiency booster; it’s a secret weapon. Use it to make quoting fast, easy, and downright impressive.

The Role of Consistent Communication and Education

If you’re only talking to your clients when it’s renewal time, you’re missing the vital piece of your business—connection. Consistent communication isn’t just a nice-to-have—it’s the backbone of a successful insurance agency. Jeremy Powers doesn’t wait for clients to reach out with questions. He’s proactive, keeping them informed and educated every step of the way.

Want to build trust? Stop bombarding people with sales pitches and start providing value. Jeremy uses video proposals, breaking down coverages in plain language that clients actually understand. It’s not about handing over a quote—it’s about making sure they get why the coverages matter. And that’s what keeps clients coming back.

The takeaway? Education is power. When you consistently communicate and educate your clients, you're not just their agent—you’re their go-to expert. That’s how you build relationships that last. Don’t wait for them to ask; make sure they never have to.

Providing effective insurance quotes goes beyond simply being the cheapest option; it focuses on protecting the assets that clients value, particularly during unexpected times of need. Jeremy Powers cracked the code by focusing on what truly matters: personalization, trust, and using technology to simplify the process.

Clients don’t just want numbers; they want a solution that makes sense for their lives. When you combine strong communication, education, and smart tech tools like Canopy Connect, you position yourself as the expert they can’t afford to lose. So, stop chasing the lowest price—it's selling you and your clients short. Start selling protection that clients actually care about.

Take these strategies and start reshaping how you present quotes—and watch your client base grow.

The information in this blog is a summary of the webinar, "How to Present Winning Insurance Quotes with Jeremy Powers." For more insights and detailed strategies, we encourage you to watch the full webinar.