The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Month: June 2020

  • Underwriting

Your Latest Underwriting Updates (California)

/ Meyre Sizemore

Here are the latest Underwriting updates from our carrier partners (last updated June 17, 2020): No DE 9C Promotion Participation and Alongside Valid Waivers Start-up Groups PEO Guidelines Husband &...
  • Underwriting

Updated Participation Guide for Vision Coverage

/ Heather Jung

Word & Brown has published a new California Vision Participation Guide for brokers interested in the carrier and third party administrator (TPA) guidelines for employer-sponsored and voluntary Vision coverage. The...
  • Underwriting

Owner Only Groups

/ Meyre Sizemore

Aetna Will the carrier write an Owner Only Group? No Aetna will not write a group without at least 1 non-owner W2 employee   Anthem BlueCross Will the carrier write...
  • Sales & Marketing Tips

Using Tech to Stay Connected With Current and Prospective Customers

/ Alex Strautman

  The COVID-19 pandemic has dramatically affected the way insurance brokers (and others) are connecting with customers. Face-to-face meetings are off limits, at least temporarily. As more businesses, particularly offices,...
  • Why Word & Brown

Health Insurance News Link Roundup 6/11/20

/ Gabby Caparelli

  This weeks News Links Roundups include some updates with COVID-19 spreads and general forecasts within Health Insurance. General Healthcare & Health Insurance News Companies eliminating health insurance coverage to...
  • Sales & Marketing Tips

Week of Webinars Offers CE Credits California Insurance Brokers Need

/ Alex Strautman

  You know, as a licensed California health insurance broker, you’re required to complete a total of 24 hours of Continuing Education (CE) for every two-year license term. This requirement...
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