Latest Articles

Understand Health Terms

Decoding Health Insurance Jargon for Clients

Understanding health insurance can be a challenge, especially given the industry’s love for acronyms and jargon. Yell® Business, known for their work with the Yellow Pages, conducted an analysis earlier...

How To Set Sales KPI's and why they matter (KPIs):

How to Set Sales KPIs – and Why They Matter

Key Performance Indicators (KPIs) are quantifiable measures of performance over a specified period for targeted objectives. Your KPIs provide targets for you, your team, and your organization to strive for...

3 Tips to Creating a Tag Line for Your Agency

3 Tips to Creating a Tag Line for Your Agency

Do you have a tag line for your agency? Do your competitors? If you’re a Word & Brown partner, you know we have one. It’s “Service of Unequalled Excellence.” It...

CRM for Insurance sales

The Benefits of Implementing a Robust CRM System

As we’ve discussed in a few prior posts over the years, Customer Relationship Management (CRM) is important to every business. But it can be especially important for insurance sales professionals....

Insurance Sales

Why Word & Brown? 5 Ways W&B Makes Insurance Selling...

Navigating the world of selling insurance can feel like a maze, right? We totally get it. That’s where Word & Brown comes in. We’re more than just a business –...

SMART goals

Measuring Sales Success: The Importance of Specificity When It Comes...

As a follow up to the article shared last month, I wanted to spotlight specificity as it relates to goal setting – whether for this year or another. Being specific...

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