Most of us like to make things easy for ourselves – and the same is true of your customers when it comes to shopping and purchasing insurance. Offering health...
As a new health insurance broker, you have a lot to focus on: prospecting for and pitching new clients, providing information and service to current customers, and staying on...
Communication is an essential part of your building and nurturing positive relationships with your customers. Your ongoing outreach can help you stay in touch, generate new referrals and leads,...
Erin Chisdak, San Diego, CA Client Executive, Marsh & McLennan Agency “Call me if you need me.” I got my start in small business consulting while working for...
Your job as a health insurance broker is multi-faceted. Prospecting. Quoting. Presenting. Enrolling. Servicing. Renewing. They are all a part of a Small (or Large) Group sale. But, did...
Build Your Insurance Business Plan The Word & Brown General Agency is committed to your success as a broker. This Insurance Broker Business Plan Workbook is a tool...
