Month: August 2024

Client Sales Presentation

How to Create a Winning Insurance Sales Presentation

The right sales presentation will turn your employer prospect into a customer. Whether your discussion is online or in-person, there are some basic guidelines to keep in mind when putting...

Home office setup for insurance

10 Tips for Optimizing Your Office Setup; Don’t Skimp –...

Whether you’re just getting started as an insurance sales professional, or you’ve been at it for years, it’s important that you establish a committed space where operate your business. It...

Continuous learning tips for brokers

Avoid Career Stagnation & Embrace Continuous Learning

Every licensed insurance broker has a Continuing Education (CE) Credit requirement to maintain a resident license – and, in many cases, a non-resident license. In California, Life agents and Accident...

Why Word & Brown is The Ideal Partner for New Insurance Brokers

5 Reasons Why Word & Brown is the Ideal Partner...

When you’re starting out as an insurance sales professional, it’s important you align yourself with the right experts who will support you, your business, and your customers. Many brokers choose...

Time management for Brokers

12 Productivity Hacks for New Insurance Brokers

As we edge closer to Q4, the importance of effective time management cannot be overstated. With the end of the year fast approaching, optimizing your productivity becomes crucial to meet...

Ancillary Insurance

What Are Ancillary Benefits? What Brokers and Clients Should Know

What Is Ancillary Insurance? Ancillary insurance coverage includes Dental, Vision, and Life as well as Accident, Critical Illness, Hospital Indemnity, Disability, and other secondary or health-supplemental coverage. Sometimes these are...

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