Author: Alex Strautman

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...

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

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

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

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

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...

What Does a General Agency Do? Why New Brokers Need One

What Does a General Agency Do? Why New Brokers Need...

As we discussed in another blog this month, there’s some confusion – both in and outside of our industry – about the roles of an insurance agent, broker, and general...

How to Sell Health Insurance to Multiple Decision Makers

7 Tips to Selling Group Health Insurance to Multiple Decision...

Selling health insurance to your Small Group and Large Group clients can sometimes be challenging. It becomes even more challenging in circumstances where the final decision is made by committee...

How Word & Brown’s Enrollment Team Becomes an Extension of...

It may be hard to believe, but Q3 is already half over. Peak season is just around the corner. We all know that’s when things really heat up. As you...

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