Broker Basics

Giving the Right Holiday Gifts for Clients

Getting to Know Your Clients Before the holiday season, which is fast approaching,  begins, it is vital to learn more (or reflect back on what you already know) about your...

Answering 5 Prospect and Client FAQs About Insurance

  This month, we are continuing our answers to frequently asked questions from prospects and clients. These may be helpful to you in preparing for possible questions from your own clients...

Answering 5 FAQs from Prospects and Clients About Insurance

  You’ve survived another peak enrollment season for health insurance. Were you able to answer all of your prospects’ and clients’ questions about coverage? Or, did you have to turn...

Using Email Marketing to Stay Top of Mind

  You know how important it is to keep in touch with clients and prospects. It can help you attract new customers and keep existing business on the books. It...

Seven Misconceptions About Working as an Insurance Broker

  If you are considering becoming a health insurance broker, also called an agent, you may have heard or read some of the misconceptions about being an insurance sales professional....

Five Leadership Skills for Insurance Brokers

Leadership Tips for New Insurance Agents There has been a long debate about whether leaders are born or made. I believe leadership skills are learned like any other ability. Here’s...

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