Expert Ave.

Quarterly Goal Setting

Tips for Re-evaluating Your Goals After Q1

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

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

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

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

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

17 Insurance Client Gifting Tips I Live By

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

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...

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