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Sales & Marketing Tips

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...
A Checklist for Your First Small Business Open Enrollment
  • Sales & Marketing Tips

A Checklist for Your First Small Business Open Enrollment

/ Alex Strautman

A health insurance open enrollment period is the specific time each year when employees of your small business clients can make changes to their current health coverage or sign up...
A Broker's Guide to Client Retention: Preparing for the Renewal Conversation
  • Sales & Marketing Tips

A Broker’s Guide to Client Retention: Preparing for the Renewal...

/ Alex Strautman

As mentioned in another recent W&B blog this month, one of the biggest concerns for brokers is client retention. Today’s employee benefits marketplace is changing. Brokers and clients are seeing...
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