March 2024 | The Insurance Broker Blog

Sales & Marketing Tips

3 Skills Every New Agent Should Master

March 29, 2024 / Alex Strautman

It’s generally agreed that to be successful in health insurance and employee benefits sales, you need to possess some, if not all, of the following qualities: • Good sales abilities...

Health insurance questions to ask clients

Broker Basics

Quoting Health Insurance for Clients: 7 Questions to Ask

March 22, 2024 / Alex Strautman

To help your clients match their needs – and those of their employees – to an employer-sponsored health plan that’s a good fit, it’s important to ask the right questions....

9 tips for creating engaging client webinars

Expert Ave.

9 Tips for Creating Engaging Client Presentations

March 22, 2024 / Alex Strautman

A good presentation is an effective way to communicate information to prospects and clients, demonstrate your expertise, build a connection, and generate leads for your business. But, how do you...

Broker Basics

Decoding Health Insurance Jargon for Clients

March 22, 2024 / Alex Strautman

Understanding health insurance can be a challenge, especially given the industry’s love for acronyms and jargon. Yell® Business, known for their work with the Yellow Pages, conducted an analysis earlier...

Sales & Marketing Tips

Avoiding Sales Voice: How to Remain Authentic in Insurance Sales

March 21, 2024 / Alex Strautman

There are many reasons why a salesperson doesn’t always close the deal. They may lack the right portfolio. They may use the wrong approach. They may be unable to establish...

Why Word & Brown

Why Word & Brown? One Reason Is Our Client Experience...

March 13, 2024 / Alex Strautman

As an independent health insurance professional, you have a lot of options when it comes to writing and placing your business. As you determine with whom you want to work,...