Breaking Down the Insurance Sales Process: 7 Steps

If you ask five insurance sales professionals about the steps in the sales process, you’re likely to get at least three different answers. Some suggest it’s a five-step process. Others...

Measuring Your Success: Identifying Important Insurance KPIs

No matter how long you have been selling insurance, you know there are certain measurements to help you judge your success. These are often called Key Performance Indicators (KPIs). KPIs...

3 Ways to Increase Insurance Client Retention

Depending on what source you choose to believe, the cost of acquiring a new customer is five times, six to seven times, or up to 10 times more expensive than...

Health Care and Insurance Stocks to Watch in 2023-2024

There are many theories about what is (and what is not) a good indicator of a stock’s future performance (up or down). As most financial columns note, past performance is...

Everybody Loves a Good Health Insurance Joke, Right?

The health insurance business is usually no laughing matter. We often deal with clients’ health challenges, claims, provider access issues, and so much more. However, it’s important to recognize the...