The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Expert Ave.

Customer Retention
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Creating a Positive Company Culture

/ Flor Real

Creating a positive company culture is critical to the success of a company. In fact, according to a recent survey from Robert Half, more than one-third of workers would pass on...
New Year Resolutions 2023
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3 New Year’s Resolutions for Insurance Brokers

/ Vanessa Benitez

The new year is here. Did you make any New Year’s Resolutions? If so, have you broken any yet? Here are three you might consider related to your role as...
Tips for SMART Goal Setting For Insurance Brokers in 2023
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Tips for SMART Goal Setting for Insurance Brokers

/ Marc McGinnis

As you continue to wrap up December sales and enrollments – and as you prepare for 2023 – it’s time once again to look at goal setting. One of the...
How to market health insurance agency
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3 Tips: Marketing Your Agency and Standing Out from the...

/ Missy Bynon

According to the U.S. Bureau of Labor Statistics (BLS), there are more than 41,000 insurance sales agents in California. That seems like a lot; however, it’s not the full story....
COBRA
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Helping Your Clients Understand COBRA

/ Rene Gonzalez

COBRA, the Consolidated Omnibus Budget Reconciliation Act, became law in 1986. It allows employees and dependents covered by group health insurance plans to maintain and continue their coverage for limited...
5 Social Media Engagement Tips
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5 Social Media Engagement Tips

/ Staff Writer

Social media should be an essential component of any successful insurance agent’s or broker’s marketing strategy. Regardless of your market niche (e.g., Individual & Family Plan sales, Group Health, or...
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