Author: Jim Pippins

Open Enrollment Follow Up Survey

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

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...

Personalized health plans

Meeting Consumer Expectations: Understanding the Shift to Personalized Health Plans

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...

Health Insurance Quoting

Streamlining the Quoting Process: 5 Tips for Insurance Brokers

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...

New Broker Pitfalls and How to Avoid Them

7 Common New Broker Pitfalls – and How to Avoid...

Working as an independent insurance broker offers great benefits. Being able to choose your own career path. Determining your own hours. Working from virtually anywhere. Having the potential for higher...

insurance agency growth , hiring insurance talent, insurance agency jobs, insurance agency staffing

Hiring Strategies for Insurance Brokers: Finding the Right Talent for...

If you own or manage an insurance agency, you or a colleague will likely need to hire someone new from time to time. It could be a new salesperson, an...

What is P&C Insurance

What is P&C Insurance? How Can You Get into P&C?

If you’re currently selling Group Health, you already know you can build a stronger bond with your clients by expanding your service to them. Have you considered Property and Casualty...

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