Broker Basics Archives | The Insurance Broker Blog

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...

Word & Brown General Agency Open Enrollment

Broker Basics

Word & Brown Resources for Navigating Open Enrollment

November 22, 2025 / Alex Strautman

It’s peak season and that probably means open enrollments for many of your clients. When you work with Word & Brown (W&B), you have access to valuable online tools and...

Broker Basics

Expert Insights: Navigating the Complexities of Multi-State Insurance Coverage

October 26, 2025 / Alex Strautman

Understanding Multi-State Coverage Challenges Businesses today are more global than ever before. That increases the odds of you having a client with employees not just locally, but in multiple locations....

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...

New Broker Pitfalls and How to Avoid Them

Broker Basics

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

July 29, 2025 / Jim Pippins

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...