Sales & Marketing Tips

Creating a catchphrase

Tips for Crafting an Effective Insurance Sales Catchphrase

Getting into the complex realm of insurance sales can sometimes feel like wandering through a maze. However, with the right strategies, you can turn this complex journey into a rewarding...

5 Ways Health Insurance brokers can diversify their portfolio

New Year, New You: New Year New You!: 5 Ways...

It’s 2024! The year of the dragon in the Chinese horoscope. Did you make any resolutions for the new year? What’s on your agenda for the next 12 months? If...

Selling Insurance Products

The Importance of Product Knowledge for Insurance Agents

The health insurance marketplace is constantly changing. It doesn’t matter whether your focus is on Individual and Family Plan (IFP) sales, small businesses, or employee benefits for large, national enterprises....

Insurance Agency Branding Refresh

Things to Consider When Updating Your Brand

You’ve probably heard of branding. And you may have an idea what it is. Is it a logo? Colors? Fonts? Service? A combination of these? Yes, but it is also...

sales follow up

5 Ways CRM Can Streamline Your Sales Follow Up

In our blog, we’ve talked about how a Customer Relationship Management (CRM) platform can be a game-changer for growing your business. With CRM, you can manage tasks, generate leads, level...

Open Enrollment

Helping Clients Understand Open Enrollment Options

There is no “standard” open enrollment period for Group Health Insurance – in contrast to the open enrollment period for the Affordable Care Act (ACA) federal and state exchanges. California’s...

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