May 2024 | The Insurance Broker Blog

Expert Ave.

Mid-Year Goal Check: Track Your Progress, Consider Changes

May 26, 2024 / Marc McGinnis

We mentioned last month that a good business practice is an annual or semi-annual prospect and client coverage review checklist. Another good business practice is a mid-year review of your...

Sales & Marketing Tips

Leveraging QR Codes for Health Insurance Agencies

May 23, 2024 / Vidah Quirante

If you’re in the insurance business, whether as an agency owner or a sales professional, it’s essential to continuously look for innovative strategies to streamline operations, boost customer engagement, and...

Broker Basics

Helping Your Client By Focusing on Customer CARE

May 22, 2024 / Staff Writer

One of the courses included in Word & Brown’s recent, annual weeklong training and education course series, “Week of Webinars,” is Ethics: Worthy of Your Clients’ Trust. This course...

Insurance Sales Commission Payment Timing

Sales & Marketing Tips

When Are Agent and Broker Insurance Commissions Paid?

May 22, 2024 / Alex Strautman

If you’re new to health insurance sales, you may be wondering when you can expect your new business commissions and added sales rewards to be paid? The easy answer is,...

Sales & Marketing Tips

How to Get Licensed for Large Group Health Insurance Sales

May 19, 2024 / Alex Strautman

If you’re considering a move into Large Group sales, we have good news. The opportunities are significant, and there’s no separate license required for health insurance brokers in California or...

Broker Basics

7 Questions Your Clients Are Sure to Ask About Group...

May 18, 2024 / Alex Strautman

Prove Your Value to Prospects and Clients with the Right Answers One of the most important things you can do to prove your value to prospects and clients is be...