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Sales & Marketing Tips

What Information Does an Insurance Broker Need Before Quoting a Group
  • Sales & Marketing Tips

What Information Does an Insurance Broker Need Before Quoting a...

/ Alex Strautman

It’s peak season. That means a lot of quoting for prospects and current clients. As part of the quoting, underwriting, and enrollment process, there are several forms required. Here’s an...
How Word & Brown Can Help You Read and Explain a Client Rate Renewal
  • Sales & Marketing Tips

How Word & Brown Can Help You Read and Explain...

/ Mona Hannah

Renewal Sales Tips: How to Read and Explain a Client Rate Renewal A big part of your work as a health insurance broker is helping your clients read and understand...
How to Sell Health Insurance to Multiple Decision Makers
  • Sales & Marketing Tips

7 Tips to Selling Group Health Insurance to Multiple Decision...

/ Alex Strautman

Selling health insurance to your Small Group and Large Group clients can sometimes be challenging. It becomes even more challenging in circumstances where the final decision is made by committee...
How Can Insurance Brokers Use Social Media to Generate Leads?
  • Sales & Marketing Tips

50+ Simple Social Media Prospecting Tips for Health Insurance Brokers

/ Kalup Alexander

Let’s be honest: you didn’t get into insurance to become a full-time content creator or mess around with complicated software, automation tools, or marketing funnels. Heck, you probably got into health...
3 Tips for Simplifying Your Client Presentations
  • Sales & Marketing Tips

3 Tips to Presenting Multiple Health Plan Options Without Overwhelming...

/ Alex Strautman

As Q4 and peak season approach, now is probably a good time to remind you of five ways you can present multiple plans options to your clients without overwhelming them....
Insurance redesign website
  • Sales & Marketing Tips

5 Signs It’s Time to Redesign Your Insurance Website

/ Kalup Alexander

If you haven’t updated your website recently, it may be time to take a closer look. You need to evaluate whether your site is doing its job effectively. Is it...
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