Understanding the Difference Between Client Relationship Building and Prospecting for...

Building a relationship with your business clients is important to your ongoing sales, service, and renewals. However, in spite of what you may think – or may have read elsewhere...

7 Ways to Show Appreciation to Your Clients – Southern...

Odds are, you say “thank you” to people you encounter throughout your day, every day. Whether it’s an acknowledgement to someone for holding the door, or getting mail delivered by...

The Importance of Taking Time Off

It’s Summer again, and Americans are increasingly considering whether now is the time to take a break for a vacation. Air travel is way up. The Transportation Security Administration (TSA)...

Helping Employers Understand How to Use MLR Rebates

A provision in the Affordable Care Act (ACA) requires insurers to spend a specified percentage of collected fully insured plan premiums on claims for those covered under the plan. For...

Helping Clients Complete Their Health Insurance Census Forms

If you’re writing Group Health Insurance or employer-sponsored insurance coverage of any kind, most insurers and plan administrators require a group census to start a quote or begin your group’s...