Sales & Marketing Tips Archives | The Insurance Broker Blog

Sales & Marketing Tips

Your First Year as a Broker: What to Expect and...

July 31, 2025 / Alex Strautman

Your first year as a health insurance professional can be challenging, but also rewarding. There’s nothing quite like the feeling of fulfillment when you’re able to help a business and...

Sales & Marketing Tips

Personalization in Health Insurance Sales: Tailoring Your Pitch

July 24, 2025 / Alex Strautman

One of the best ways you can develop a personalized sales pitch is by focusing on each client’s specific needs and situation. Below are three suggested steps you may want...

Sales & Marketing Tips

4 Proven Ways to Educate Clients and Build Customer Loyalty

June 21, 2025 / Alex Strautman

We know health care and health insurance are jargon-packed industries. Both include terms and definitions not always well understood by customers – and sometimes by others in our industry. You...

Sales & Marketing Tips

How Addressing Client Pain Points Helps Boost Retention

June 19, 2025 / Alex Strautman

Ask 10 employers about their “pain points” with employee benefits. You are likely to hear more than 10 complaints. Many will overlap. Some may differ. Your compiled list might mention...

Sales & Marketing Tips

4 Tips for Conducting an Effective Client Needs Assessment

May 27, 2025 / Alex Strautman

One of the most valuable tools available to help you get to know your clients, their circumstances, goals, and preferences is a client needs assessment. A needs assessment provides you...

Sales & Marketing Tips

Setting Yourself Up to Succeed as an Insurance Broker or...

May 21, 2025 / Alex Strautman

When you’re starting your career as an insurance sales professional, there are many things to consider. Do you want to work for yourself or for someone else? What type of...