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Sales & Marketing Tips

10 Health Insurance Sales Questions to Ask Before Quoting
  • Sales & Marketing Tips

10 Mandatory Questions to Ask Clients Before You Run a...

/ Alex Strautman

As we have discussed before, quoting is an integral part of the health insurance sales process. Many new brokers jump straight to quoting. However, there are a few questions you...
Health Insurance Certifications Brokers Need in CA & NV
  • Sales & Marketing Tips

What Health Insurance Certifications Do Brokers Actually Need?

/ Alex Strautman

What’s Required: Licensing and Continuing Education (CE) To sell health insurance in California or Nevada, you need to earn a license. To maintain your license, each state requires you to...
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...
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