Sales & Marketing Tips

Generate client referrals

Master Your Closing Follow-Up to Generate More Referrals

No matter how long you’ve been selling health insurance and employee benefits, you probably know that referrals are important to your business. They can bring you high-quality leads at a...

Client first sales

3 Tips to Developing a Client-Centric Sales Approach

There are many distinct types of sales approaches used by insurance professionals. Some work better than others. Indeed published a list in 2023 about 13 types of sales approaches to...

Finding your niche with insurance sales products

Finding Your Niche: Specialization vs. Generalization

If you’re just starting your career as an insurance sales professional, it’s important to decide whether you want to specialize in one specific segment of our business, or whether you...

Generate Group Leads

7 Timeless Strategies to Skyrocket Your Group Health Insurance Leads

In the busy world of health insurance, finding innovative ways to generate leads—particularly for group health insurance—is crucial for sustaining and growing your business. Whether you are an established health...

Top 5 Reasons to Pursue a Career as a Health...

In the world of insurance, being a health insurance broker stands out as a rewarding yet challenging profession. With the healthcare landscape constantly evolving, the demand for educated, empathetic, and...

CE Credits: What They Are, and Why You Need Them

  Continuing Education (CE) Credit Tips for Brokers: State CE requirements differ; California generally requires 24 CE Credit hours every two years, while Nevada requires 30 hours every three years....

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