Sales & Marketing Tips Archives | The Insurance Broker Blog

Sales & Marketing Tips

4 Proven Ways to Educate Clients and Build Customer Loyalty

June 21, 2025 / Alex Strautman

We know health care and health insurance are jargon-packed industries. Both include terms and definitions not always well understood by customers – and sometimes by others in our industry. You...

Sales & Marketing Tips

How Addressing Client Pain Points Helps Boost Retention

June 19, 2025 / Alex Strautman

Ask 10 employers about their “pain points” with employee benefits. You are likely to hear more than 10 complaints. Many will overlap. Some may differ. Your compiled list might mention...

Sales & Marketing Tips

4 Tips for Conducting an Effective Client Needs Assessment

May 27, 2025 / Alex Strautman

One of the most valuable tools available to help you get to know your clients, their circumstances, goals, and preferences is a client needs assessment. A needs assessment provides you...

Sales & Marketing Tips

Setting Yourself Up to Succeed as an Insurance Broker or...

May 21, 2025 / Alex Strautman

When you’re starting your career as an insurance sales professional, there are many things to consider. Do you want to work for yourself or for someone else? What type of...

Sales & Marketing Tips

5 Tips for Turning Insurance Networking Events and Professional Gatherings...

April 30, 2025 / Alex Strautman

Hosting or participating in networking events and professional gatherings can be an effective way for you to expand your network and open the door to potential business partners and clients...

Sales & Marketing Tips

Financial Planning ABCs and Adopting Sound Business Practices to Succeed...

March 21, 2025 / Alex Strautman

When you’re just starting out as an insurance agent, it’s not always obvious what your priorities should be. After you earn your license, pick your market niche, and set up...