Month: October 2026

10 Health Insurance Sales Questions to Ask Before Quoting

10 Mandatory Questions to Ask Clients Before You Run a...

As we have discussed before, quoting is an integral part of the health insurance sales process. Many new brokers jump straight to quoting. However, there are a few questions you...

Health Insurance Certifications Brokers Need in CA & NV

What Health Insurance Certifications Do Brokers Actually Need?

What’s Required: Licensing and Continuing Education (CE) To sell health insurance in California or Nevada, you need to earn a license. To maintain your license, each state requires you to...

Independent Broker vs. General Agency: Side-by-Side

The Word & Brown Difference: A Side-by-Side Comparison of Working...

Whether you’re just starting your career as an insurance sales professional, or you’ve been at it for years, a big decision for you is whether you want to work independently,...

How to Read a Summary of Benefits and Coverage (SBC)

How to Read a Summary of Benefits and Coverage (SBC):...

Your client’s Summary of Benefits and Coverage (SBC) is an important document designed to provide vital information about their health insurance. Unfortunately, it is also one of the least-read documents...

Open Enrollment Season Tips for Brokers: Year 1 vs. Year 10

What to Know About Renewal Season – Whether It’s Your...

Each year you’re in the health insurance industry, you’re sure to learn more and gain insights into how you can better serve the needs of your clients. How Does Your...

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