Alex Strautman, Author at The Insurance Broker Blog

Sales & Marketing Tips

4 Proven Ways to Educate Clients and Build Customer Loyalty

June 21, 2025 / Alex Strautman

We know health care and health insurance are jargon-packed industries. Both include terms and definitions not always well understood by customers – and sometimes by others in our industry. You...

Sales & Marketing Tips

How Addressing Client Pain Points Helps Boost Retention

June 19, 2025 / Alex Strautman

Ask 10 employers about their “pain points” with employee benefits. You are likely to hear more than 10 complaints. Many will overlap. Some may differ. Your compiled list might mention...

Why Word & Brown

Training That Can Transform Your Career

June 9, 2025 / Alex Strautman

To become a licensed insurance sales professional, you’re required to complete pre-licensing training. In California, health agents and brokers need 20 hours of general insurance prelicensing education. They also need...

Sales & Marketing Tips

4 Tips for Conducting an Effective Client Needs Assessment

May 27, 2025 / Alex Strautman

One of the most valuable tools available to help you get to know your clients, their circumstances, goals, and preferences is a client needs assessment. A needs assessment provides you...

Sales & Marketing Tips

Setting Yourself Up to Succeed as an Insurance Broker or...

May 21, 2025 / Alex Strautman

When you’re starting your career as an insurance sales professional, there are many things to consider. Do you want to work for yourself or for someone else? What type of...

Word & Brown: The General Agency Partnership That Grows With You

Why Word & Brown

Word & Brown: The GA Partnership That Grows With You

May 6, 2025 / Alex Strautman

When you’re an independent insurance sales professional, whether you work alone or with others, you can benefit from having a general agency (GA) partner. A GA can offer you a...