Broker Basics

Woman on a virtual meetings from home

Tips and Tricks for Mastering Virtual Meetings and Presentations

Whether you’re setting up your first virtual meeting, or you have a couple under your belt, it is always good to keep some basics in mind. A simple checklist prepared...

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...

How You Can Earn a Good Income as a Health...

  If you’re considering a new career as a health insurance agent or employee benefits broker, you are probably wondering how much you can expect to earn – during 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...

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