Author: Alex Strautman

Insurance Sales Training

Training That Can Transform Your Career

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...

Tips for Conducting an Effective Client Needs Assessment

4 Tips for Conducting an Effective Client Needs Assessment

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...

tips for new insurance agents

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

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

Word & Brown: The GA Partnership That Grows With You

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...

Insurance Sales networking

5 Tips for Turning Insurance Networking Events and Professional Gatherings...

Hosting or participating in networking events and professional gatherings can be an effective way for you to expand your network and open the door to potential business partners and clients...

insurance friendly tax products for employers

Tax Season Spotlight: Word & Brown Offers Smart Ways Your...

It’s nearly everyone’s least favorite time of year: tax season. But, working with Word & Brown, you have access to a broad range of plans, products, and services that offer...

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