Jim Pippins, Author at The Insurance Broker Blog

Open Enrollment Season Tips for Brokers: Year 1 vs. Year 10

Expert Ave.

What to Know About Renewal Season – Whether It’s Your...

October 13, 2026 / Jim Pippins

Each year you’re in the health insurance industry, you’re sure to learn more and gain insights into how you can better serve the needs of your clients. How Does Your...

Insurance broker asking a small business client questions to build trust during a benefits meeting

Expert Ave.

What Brokers Get Wrong About Building Trust With Small Business...

August 27, 2026 / Jim Pippins

If you’ve been working in health insurance sales for a while, you may think you know the best ways to nurture your client relationships. Unfortunately, it’s possible you’re wrong. To...

Expert Ave.

How Word & Brown’s Personal Carrier Relationships Help Brokers Close...

May 28, 2026 / Jim Pippins

The insurance industry is changing. More and more often, tech – including Artificial Intelligence (AI) – is transforming processes used by brokers, carriers, medical providers, and others. That can be...

Broker Basics

How to Create the Perfect Follow Up Survey of Your...

December 12, 2025 / Jim Pippins

As you look back on your sales success and open enrollment (OE) meetings during Q4, it’s good to consider what worked and what didn’t. It is not just your experience...

Broker Basics

Meeting Consumer Expectations: Understanding the Shift to Personalized Health Plans

September 22, 2025 / Jim Pippins

What Are Personalized Health Insurance Plans and Why Do They Matter? “Customized coverage” and “personalized health care” are terms being thrown around more frequently. But what do they mean? How...

Broker Basics

Streamlining the Quoting Process: 5 Tips for Insurance Brokers

August 15, 2025 / Jim Pippins

A critical part of the health insurance sales process is generating a quote for your prospect or client. It provides a summary of available coverage options, costs, terms, and also...