The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Author: Alex Strautman

Common Questions
  • Broker Basics

7 Questions Your Clients Are Sure to Ask About Group...

/ Alex Strautman

 Prove Your Value to Prospects and Clients with the Right Answers One of the most important things you can do to prove your value to prospects and clients is be...
Sales and time management tips
  • Broker Basics

Making the Most of Client Zoom Meetings and Phone Calls

/ Alex Strautman

To be successful in today’s competitive insurance marketplace, it’s important you nurture positive relations with prospects and existing clients. You need to make the most of your time management and...
Generate client referrals
  • Sales & Marketing Tips

Master Your Closing Follow-Up to Generate More Referrals

/ Alex Strautman

No matter how long you’ve been selling health insurance and employee benefits, you probably know that referrals are important to your business. They can bring you high-quality leads at a...
  • Broker Basics

Insurance Goal Setting: 7 Essential Tips for Success as a...

/ Alex Strautman

In the rapidly evolving world of health insurance, setting clear, actionable goals is essential for agents aiming to achieve top performance and deliver exceptional value to their clients. Whether you’re...
Client first sales
  • Sales & Marketing Tips

3 Tips to Developing a Client-Centric Sales Approach

/ Alex Strautman

There are many distinct types of sales approaches used by insurance professionals. Some work better than others. Indeed published a list in 2023 about 13 types of sales approaches to...
  • Broker Basics

Maximize Your Income as a Health Insurance Broker: Essential Strategies...

/ Alex Strautman

Are you exploring a career transition into becoming a health insurance broker or seeking ways to excel in the employee benefits brokerage field? Understanding the potential income and the daily...
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