Sales & Marketing Tips Archives | Page 10 of 21

5 Ways Health Insurance brokers can diversify their portfolio

Sales & Marketing Tips

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

January 19, 2024 / Alex Strautman

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...

Sales & Marketing Tips

The Importance of Product Knowledge for Insurance Agents

January 17, 2024 / Jim Pippins

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....

Sales & Marketing Tips

Things to Consider When Updating Your Brand

December 29, 2023 / Hugo Miramontes

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 & Marketing Tips

5 Ways CRM Can Streamline Your Sales Follow Up

December 20, 2023 / Staff Writer

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...

Sales & Marketing Tips

Helping Clients Understand Open Enrollment Options

November 28, 2023 / Alex Strautman

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...

Sales & Marketing Tips

Measuring Your Success: Identifying Important Insurance KPIs

September 29, 2023 / Alex Strautman

No matter how long you have been selling insurance, you know there are certain measurements to help you judge your success. These are often called Key Performance Indicators (KPIs). KPIs...