The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Expert Ave.

Health Insurance Checklist
  • Expert Ave.

Spring Cleaning: A Seasonal Client Review Checklist

/ Alex Strautman

A good business practice to consider as part of your annual or semi-annual prospect and client meetings is a coverage review checklist. Whether your focus is Small Group, Large Group,...
9 tips for creating engaging client webinars
  • Expert Ave.

9 Tips for Creating Engaging Client Presentations

/ Alex Strautman

A good presentation is an effective way to communicate information to prospects and clients, demonstrate your expertise, build a connection, and generate leads for your business. But, how do you...
CRM for Insurance sales
  • Expert Ave.

The Benefits of Implementing a Robust CRM System

/ Alex Strautman

As we’ve discussed in a few prior posts over the years, Customer Relationship Management (CRM) is important to every business. But it can be especially important for insurance sales professionals....
SMART goals
  • Expert Ave.

Measuring Sales Success: The Importance of Specificity When It Comes...

/ Marc McGinnis

As a follow up to the article shared last month, I wanted to spotlight specificity as it relates to goal setting – whether for this year or another. Being specific...
SMART goal setting tips for Insurance Brokers
  • Expert Ave.

SMART Goal Setting Tips for Insurance Brokers for 2024

/ Marc McGinnis

As you wrap up your peak season sales, enrollments, and servicing, it’s time to look at goal setting as you prepare for 2024. A great place to start is to...
5 Reasons to Be Thankful for the Health Insurance Industry
  • Expert Ave.

5 Reasons to Be Thankful for the Health Insurance Industry

/ Marc McGinnis

According to a post in June 2023 by ZipDo, a meeting management software firm, approximately half (53%) of Americans are unhappy at work. Globally, job dissatisfaction is even greater –...
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