The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Author: Alex Strautman

  • Sales & Marketing Tips

Using Tech to Stay Connected With Current and Prospective Customers

/ Alex Strautman

  The COVID-19 pandemic has dramatically affected the way insurance brokers (and others) are connecting with customers. Face-to-face meetings are off limits, at least temporarily. As more businesses, particularly offices,...
  • Sales & Marketing Tips

Week of Webinars Offers CE Credits California Insurance Brokers Need

/ Alex Strautman

  You know, as a licensed California health insurance broker, you’re required to complete a total of 24 hours of Continuing Education (CE) for every two-year license term. This requirement...
  • Expert Ave.

Answering Clients’ Questions About COVID-19

/ Alex Strautman

  At Word & Brown, we want to help you deliver accurate answers to your clients in response to their questions about COVID-19. We know your customers and their employees...
  • Why Word & Brown

Helping Clients Determine the Right FSA and HSA Amounts

/ Alex Strautman

They are two questions that come up each year, “What is the right amount to contribute to a Health FSA (Flexible Spending Account)?” and “What amount should I contribute to...
  • Why Word & Brown

How Brokers Can Close More Insurance Sales

/ Alex Strautman

  Most brokers know that one sales technique won’t work with every client or situation. You can be more successful when you have multiple options to draw from in talking...
  • Broker Basics

Answering 5 Prospect and Client FAQs About Insurance

/ Alex Strautman

  This month, we are continuing our answers to frequently asked questions from prospects and clients. These may be helpful to you in preparing for possible questions from your own clients...
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