Month: May 2024

Top 3 Things for Brokers to Remember When Setting Goals

  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

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...

Helping Your Client By Focusing on Customer CARE

  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

When Are Agent and Broker Insurance Commissions Paid?

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

How to Get Licensed for Large Group Health Insurance Sales

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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