Things to Consider When Updating Your Brand

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...

SMART Goal Setting Tips for Insurance Brokers for 2024

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...

Insurance Agent Holiday Client Gifting

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...

5 Ways CRM Can Streamline Your Sales Follow Up

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...

15 Can’t Miss Holiday Ideas to Celebrate Your Employees

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...

11 Ways Word & Brown Helps You Quote and Close...

As a health insurance sales professional, you have many demands on your time. You have to balance prospecting, quoting, client meetings, group enrollments, serving clients’ ongoing needs, and planning and...