Expert Ave.

Managing Holiday Schedule

Finding the Right Balance: Sales and Holiday Schedules

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...

Time Management Tips for Insurance Brokers

9 Time Management Tips for Insurance Agents During Peak Season

For most brokers, fourth quarter and early January are peak season. That’s when many of your clients may be renewing or enrolling for the first time in group health coverage...

Health Insurance Claims

Insurance Claims-Handling Best Practices: Ensuring Smooth Claims Processing for Your...

According to reporting last year by KFF (the independent source for health policy research, polling, and journalism formerly known as the Kaiser Family Foundation) data from insurers for Affordable Care...

Continuous learning tips for brokers

Avoid Career Stagnation & Embrace Continuous Learning

Every licensed insurance broker has a Continuing Education (CE) Credit requirement to maintain a resident license – and, in many cases, a non-resident license. In California, Life agents and Accident...

Technology in the Palm of Your Hand

  In this day and age, tech is king. Whatever we want to do, there’s a way to do it faster and more conveniently thanks to technology. From drones dropping...

Insurance Business Tips for Gathering Feedback

Tips for New Agents to Generate & Embrace Feedback

When you’re just starting out in your insurance sales career, you may not realize how important soliciting and embracing customer and prospect feedback can be in helping you improve your...

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