The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Month: May 2024

  • Expert Ave.

Top 3 Things for Brokers to Remember When Setting Goals

/ Bob Wojciechowski

  Establishing goals can help you stay on track and give you direction on how to go about doing your job throughout the year. It’s important, though, to avoid certain...
Goal Setting
  • Expert Ave.

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

/ 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...
QR Codes
  • Sales & Marketing Tips

Leveraging QR Codes for Health Insurance Agencies

/ 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

/ 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?

/ 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,...
Selling Large Group
  • Sales & Marketing Tips

How to Get Licensed for Large Group Health Insurance Sales

/ 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...
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