The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Author: Alex Strautman

10 Health Insurance Sales Questions to Ask Before Quoting
  • Sales & Marketing Tips

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

/ Alex Strautman

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
  • Sales & Marketing Tips

What Health Insurance Certifications Do Brokers Actually Need?

/ Alex Strautman

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
  • Why Word & Brown

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

/ Alex Strautman

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)
  • Broker Basics

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

/ Alex Strautman

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...
Insurance Agent vs. Broker vs. General Agency: What's the Difference?
  • Why Word & Brown

Insurance Agent vs. Broker vs. General Agency: What’s the Difference?

/ Alex Strautman

Agent vs. Broker vs. General Agency at a Glance For many consumers – and a few insurance professionals – there’s some confusion about the roles of agents, brokers, and general...
What Information Does an Insurance Broker Need Before Quoting a Group
  • Sales & Marketing Tips

What Information Does an Insurance Broker Need Before Quoting a...

/ Alex Strautman

It’s peak season. That means a lot of quoting for prospects and current clients. As part of the quoting, underwriting, and enrollment process, there are several forms required. Here’s an...
arrowcaret-downclosefacebookhamburgerinstagramlinkedinpauseplaytwitteryoutube