The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Expert Ave.

Open Enrollment Q&A
  • Expert Ave.

Hosting Your First Open Enrollment Q&A – and Why It...

/ Jon Asfahl

Byline credit to Jon Asfahl, Enrollment Specialist, Word & Brown General Agency Helping your clients’ employees understand their benefit options is critical – for the employees and for your clients....
Quarterly Goal Setting
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Tips for Re-evaluating Your Goals After Q1

/ Nick Bramson

Word & Brown has been advocating for annual goal setting for sales professionals for years. But just as important as it is to set annual specific, measurable, achievable, relevant, and...
Health Insurance General Agency and Carrier Relationship
  • Expert Ave.

Understanding the Agent, General Agency, and Carrier Relationship: A Guide...

/ Nick Bramson

Did you know? It’s possible for you to partner with a health insurance general agency like Word & Brown and still remain “independent.” It’s not an either/or situation. You and/or...
health insurance changes
  • Expert Ave.

9 Things I Wish I Knew About Health Insurance Years...

/ Peter Nill

If only I had known what was ahead when I got into the health insurance industry in the early 2000s. 1: Declining uninsured individuals. Back in 1999, when I was...
Client Gifting Tips I Live By
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17 Insurance Client Gifting Tips I Live By

/ Luna Herrera

Byline credit to Luna Herrera, Director of Sales, Word & Brown General Agency It’s gift-giving season. Many people love shopping for, wrapping, and delivering gifts to clients, family, and friends....
Managing Holiday Schedule
  • Expert Ave.

Finding the Right Balance: Sales and Holiday Schedules

/ Nick Bramson

It’s peak season, and that means it is crunch time for quoting, enrollments, and renewals – so your clients get the coverage they want and need for 12/1, 1/1, and...
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