The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker
Open Enrollment Q&A
Link to: Hosting Your First Open Enrollment Q&A – and Why It...

Hosting Your First Open Enrollment Q&A – and Why It...

What is a PEO?
Link to: What is a PEO? Helping Your Client Understand Professional Employer...

What is a PEO? Helping Your Client Understand Professional Employer...

insurance friendly tax products for employers
Link to: Tax Season Spotlight: Word & Brown Offers Smart Ways Your...

Tax Season Spotlight: Word & Brown Offers Smart Ways Your...

Financial Planning ABCs and Adopting Sound Business Practices to Succeed as a New Insurance Agent
Link to: Financial Planning ABCs and Adopting Sound Business Practices to Succeed...

Financial Planning ABCs and Adopting Sound Business Practices to Succeed...

Latest Articles

From Rookie to Pro: W&B's Teams Can Help Grow Your Career
  • Why Word & Brown

From Rookie to Pro: Word & Brown’s Teams Can Help...

/ Alex Strautman

When you work in insurance sales, having a good team behind you can make a dramatic difference. Word & Brown’s teams deliver unparalleled support to help brokers grow their careers...
Quarterly Goal Setting
  • Expert Ave.

Tips for Re-evaluating Your Goals After Q1

/ Nick Bramson

Word & Brown has been advocating for annual goal setting for sales professionals for years. But just as important as it is to set annual specific, measurable, achievable, relevant, and...
  • Broker Basics

Tips for Crafting a Memorable Slogan for Your Insurance Agency

/ Jim Pippins

Whether you are just getting started in the insurance business or you have been at it for years, you can enhance your agency’s marketing efforts with a solid promotional slogan...
insurance agency referral program
  • Sales & Marketing Tips

Creating an Insurance Sales Referral Program: 5 Ideas

/ Alex Strautman

When you think about cost-effective marketing, you probably think about using email, search engine optimization (SEO), content marketing, social media, and blogging. But you shouldn’t overlook referrals. According to the...
Insurance Sales Techniques and Methods
  • Sales & Marketing Tips

Traditional Meets Digital: Combining Different Approaches Can Boost Your Insurance...

/ Alex Strautman

As part of your outreach to prospects and clients to promote employee benefits and increase sales, it’s essential that you combine the strengths of traditional marketing with digital marketing. Doing...
Ancillary Insurance
  • Why Word & Brown

What Are Ancillary Benefits? What Brokers and Clients Should Know

/ Staff Writer

Updated for 2025 In today’s competitive job market, top talent expects more than just traditional health insurance. Employers who offer Ancillary benefits — such as Dental, Vision, and Disability coverage...
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