Expert Ave.

CRM for Insurance sales

CRM for Health Insurance Agents: Maximizing Efficiency and Client Satisfaction

Customer Relationship Management (CRM) systems are essential tools for businesses across various industries, including health insurance. At their core, CRMs are technologies designed to manage all of your company’s relationships...

Answering 7 Frequently Asked Health Insurance Questions

  As a Health Insurance broker, you are bound to get many questions from your individual clients as well as employers and their employees who may turn to you for...

Opening a True Dialogue with Your Clients

  When shopping for health insurance for their employees, a lot of business owners tend to lean toward the cheapest option, thinking it is also their best option. Of course,...

SMART goals

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

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...

Valid Waivers

When navigating the complex landscape of health insurance, understanding what constitutes a valid waiver is crucial. Different carriers have specific criteria for what qualifies as a valid waiver, allowing individuals...

Broker Commissions Insurance Sales

Ways You Can Earn More Insurance Commissions in 2024

Even if you’re satisfied with your performance in 2023, the arrival of a new year presents an excellent opportunity to implement changes that could increase your commissions over the next...

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