Sales & Marketing Tips

Health Insurance Forms Your Clients Need to Complete or Submit

  Many forms are required as part of the quoting, underwriting, and enrollment process for Group Health Insurance. Some can be completed electronically. Others have to “signed” and returned to...

How to Become a Life and Health Insurance Agent

  If you’re considering a new career, or you’re a recent college graduate looking to start your professional life, one field you might consider is Life Insurance and Health Insurance...

Health Insurance Plan Types: An Overview for New Brokers

As a new insurance broker, you need to be able to discuss the differences in available health insurance plans, so you can better address the needs of your diverse clients....

8 Qualities That Make for a Good Insurance Agent

  Here are eight key qualities that most successful insurance agents in 2024 possess. If you have all (or most) of these traits, you’re more likely to thrive in the...

Selling 101: Finding Your Insurance Niche

  If you’re just getting into the insurance sales arena, you may not be sure if you want to be a generalist (and serve all types of consumers with a...

Using a Broker to Buy Group or Individual Health Insurance

Why It’s Better to Use a Broker to Purchase Health...

If your clients ask you why they should engage an insurance broker when they are shopping for health insurance, do you have an answer? It’s a frequently searched question on...

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