The Insurance Broker Blog

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Month: December 2023

Insurance Agency Branding Refresh
  • Sales & Marketing Tips

Things to Consider When Updating Your Brand

/ Hugo Miramontes

You’ve probably heard of branding. And you may have an idea what it is. Is it a logo? Colors? Fonts? Service? A combination of these? Yes, but it is also...
holiday gifts
  • Broker Basics

100+ Holiday Gift Ideas: Insurance Agents Can Give to Clients

/ Alex Strautman

It’s that time of year again: the season of gift-giving. While a gift card is an option, if you truly want your clients to feel valued and understood, consider choosing...
SMART goal setting tips for Insurance Brokers
  • Expert Ave.

SMART Goal Setting Tips for Insurance Brokers for 2024

/ Marc McGinnis

As you wrap up your peak season sales, enrollments, and servicing, it’s time to look at goal setting as you prepare for 2024. A great place to start is to...
Holiday gifting for clients
  • Broker Basics

Insurance Agent Holiday Client Gifting

/ Alex Strautman

As you consider possible gifts for your clients this year, don’t just go buying things willy nilly. Put some thought into it and create a winning strategy for your holiday...
sales follow up
  • Sales & Marketing Tips

5 Ways CRM Can Streamline Your Sales Follow Up

/ Staff Writer

In our blog, we’ve talked about how a Customer Relationship Management (CRM) platform can be a game-changer for growing your business. With CRM, you can manage tasks, generate leads, level...
Holiday theme party
  • Broker Basics

15 Can’t Miss Holiday Ideas to Celebrate Your Employees

/ Alex Strautman

There are many ways to express your appreciation to your agency employees for what they’ve done during the past year – for you, one another, and your clients. Here are...
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