The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Expert Ave.

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
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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...
Time Management Tips for Insurance Brokers
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9 Time Management Tips for Insurance Agents During Peak Season

/ Cindy West

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

/ Staff Writer

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
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Avoid Career Stagnation & Embrace Continuous Learning

/ Rene Gonzalez

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...
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Technology in the Palm of Your Hand

/ Bill Mason

  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...
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