Author: Alex Strautman

3 Tips for Simplifying Your Client Presentations

3 Tips to Presenting Multiple Health Plan Options Without Overwhelming...

As Q4 and peak season approach, now is probably a good time to remind you of five ways you can present multiple plans options to your clients without overwhelming them....

Insurance Broker Jokes

Everybody Loves a Good Health Insurance Joke, Right?

The health insurance business is usually no laughing matter. We often deal with clients’ health challenges, claims, provider access issues, and so much more. However, it’s important to recognize the...

A Checklist for Your First Small Business Open Enrollment

A Checklist for Your First Small Business Open Enrollment

A health insurance open enrollment period is the specific time each year when employees of your small business clients can make changes to their current health coverage or sign up...

Quoting Group Health Insurance on Your Own vs. Quoting With a General Agent

Quoting Group Health Insurance on Your Own vs. Quoting With...

Getting a quote on Group Health Insurance seems pretty straightforward. You get a census from your client listing employees to be insured. You plug that data into your preferred carrier’s...

7 Ways a General Agency Like Word & Brown Can Supercharge an Independent Broker's Book of Business

7 Ways a General Agency Like Word & Brown Can...

Life as an independent insurance broker can be very appealing. It’s highly entrepreneurial, offers great flexibility, and, potentially, uncapped commission-based earnings. You are able to set your own hours and...

A Broker's Guide to Client Retention: Preparing for the Renewal Conversation

A Broker’s Guide to Client Retention: Preparing for the Renewal...

As mentioned in another recent W&B blog this month, one of the biggest concerns for brokers is client retention. Today’s employee benefits marketplace is changing. Brokers and clients are seeing...

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