Sales & Marketing Tips

How Can Insurance Brokers Use Social Media to Generate Leads?

50+ Simple Social Media Prospecting Tips for Health Insurance Brokers

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

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

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

5 Signs It’s Time to Redesign Your Insurance Website

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

A Checklist for Your First Small Business Open Enrollment

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

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

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...

9 Common Employer Objections to Offering Group Health Insurance

9 Common Employer Objections to Offering Group Health Insurance

There are multiple objections you might encounter when reaching out to employers about offering group health insurance. Are you prepared with answers to these nine common employer objections? The 9...

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