Month: May 2024

Goal Setting

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

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

Leveraging QR Codes for Health Insurance Agencies

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...

Sales and time management tips

Making the Most of Client Zoom Meetings and Phone Calls

To be successful in today’s competitive insurance marketplace, it’s important you nurture positive relations with prospects and existing clients. You need to make the most of your time management and...

Generate client referrals

Master Your Closing Follow-Up to Generate More Referrals

No matter how long you’ve been selling health insurance and employee benefits, you probably know that referrals are important to your business. They can bring you high-quality leads at a...

Effective Goal Setting: 7 Essential Tips for Successful Health Insurance...

In the rapidly evolving world of health insurance, setting clear, actionable goals is essential for agents aiming to achieve top performance and deliver exceptional value to their clients. Whether you’re...

Client first sales

3 Tips to Developing a Client-Centric Sales Approach

There are many distinct types of sales approaches used by insurance professionals. Some work better than others. Indeed published a list in 2023 about 13 types of sales approaches to...

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