Staff Writer, Author at The Insurance Broker Blog

Broker Basics

100+ Holiday Gift Ideas: Gifting to Insurance Clients and Others

November 20, 2024 / Staff Writer

Updated for 2024 (Apologies if any referenced gift sources are no longer available) The holidays are upon us, and it’s the perfect time to show your clients just how much...

Sales & Marketing Tips

7 Proven Techniques for Closing Insurance Sales Successfully

November 7, 2024 / Staff Writer

Even the most successful insurance professional can hit a bump in the road now and then when it comes to sales. You can employ many different techniques in your sales...

Broker Basics

50+ Can’t Miss Holiday Ideas to Celebrate With Your Employees

November 1, 2024 / Staff Writer

Updated for 2024 The holiday season is the perfect time to show appreciation for your employees’ hard work and dedication. Creating a festive atmosphere through thoughtful celebrations can boost morale...

Sales & Marketing Tips

Step-by-Step Guide to Getting Your Health Insurance License

October 20, 2024 / Staff Writer

Updated for 2024 Getting Your Health Insurance License? Having a health insurance license is essential for anyone looking to legally sell health insurance products. This certification, issued by state regulatory...

Expert Ave.

Insurance Claims-Handling Best Practices: Ensuring Smooth Claims Processing for Your...

September 25, 2024 / Staff Writer

According to reporting last year by KFF (the independent source for health policy research, polling, and journalism formerly known as the Kaiser Family Foundation) data from insurers for Affordable Care...

Sales & Marketing Tips

How to Create a Winning Insurance Sales Presentation

August 30, 2024 / Staff Writer

The right sales presentation will turn your employer prospect into a customer. Whether your discussion is online or in-person, there are some basic guidelines to keep in mind when putting...