Broker Basics

Provider Search Tools

Helping Your Clients Understand Provider Search Tools

When working with your clients, your primary goal is to help them find the right health plan to address the needs of their diverse workforce – at a price both...

Working With a General Agency Offers You Access to New...

There are many advantages to working as an independent health insurance broker or agent. However, it’s important to note that being “independent” doesn’t have to mean working alone. In fact,...

Health Insurance Sales Portfolio

3 Signs It’s Time to Expand Your Insurance Portfolio

If you’ve been selling health insurance for a while, you’ve probably lost an occasional sale to a competitor. It could happen for a variety of reasons. However, if it’s happening...

Tips for understanding coverage

Tips to Help Brokers Aid Employers and Employees in Understanding...

A decade ago, in August 2013, The Washington Post reported that a consumer survey found that just 14% of individuals with private health insurance understood all four basic insurance payment...

ASO v PEO

Helping Clients Understand ASO and PEO Differences

A question that many brokers encounter is whether a Professional Employer Organization (PEO) or Administrative Services Organization (ASO) arrangement is something your clients might consider. Of course, that triggers other...

How to get licensed in multiple states

How Insurance Brokers Can Get Licensed in Multiple States

If you’re new to insurance sales, are considering entry into the business, or just want to expand your business opportunities, you might consider being licensed in multiple states. If you...

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