The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Author: Alex Strautman

  • Why Word & Brown

Technology and Other Support for Insurance Brokers

/ Alex Strautman

Word & Brown is committed to helping brokers in Q4 and throughout the year. We offer a variety of broker support services, including industry-leading quoting, an innovative mobile app, online...
  • Underwriting

Common Ownership

/ Alex Strautman

Aetna Guidelines Groups who have more than one business with different TINs may be eligible to enroll as one group if the following are met: One owner has controlling interest...
  • Underwriting

Your Latest Underwriting Updates (California)

/ Alex Strautman

Here are the latest Underwriting updates from our carrier partners (last updated June 17, 2020): No DE 9C Promotion Participation and Alongside Valid Waivers Start-up Groups PEO Guidelines Husband &...
  • Underwriting

Owner Only Groups

/ Alex Strautman

Aetna Will the carrier write an Owner Only Group? No Aetna will not write a group without at least 1 non-owner W2 employee   Anthem BlueCross Will the carrier write...
  • 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...
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