The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Author: Alex Strautman

  • 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...
  • Underwriting

Husband & Wife Groups

/ Alex Strautman

Aetna Will the carrier write a Husband & Wife Group? No. Husband & Wife groups are not eligible for coverage   Anthem BlueCross Will the carrier write a Husband &...
  • Underwriting

Waiting Period Options

/ Alex Strautman

Aetna Waiting Period Options First of the month following date of hire First of the month following 30 days from the date of hire First of the month following 60...
arrowcaret-downclosefacebookhamburgerinstagramlinkedinpauseplaytwitteryoutube