Sales & Marketing Tips

Client Loyalty Program

5 Tips for Creating a Client Loyalty Program

According to the Harvard Business Review, acquiring a new customer is five to 25 times more costly than keeping an existing client. (It varies by what study you’re looking at...

Dental, Vision, and Life Insurance Sales

Adding Dental, Vision, Life, and Other Products to Your Sales...

As we’ve discussed before, the COVID-19 pandemic has prompted significant shifts in the views of employers and employees as it relates to employee benefits. More than ever before, employees are...

Health Insurance Sales Data

3 Ways to Increase Health Insurance Sales Using Data

In a prior column, we discussed ways you can expand your health insurance sales by getting into something new, asking for referrals, partnering with a general agent, and selling solutions...

Broker Commission Schedules

Understanding Broker Commission Schedules

What you earn for each piece of business you write is important. Understanding the Commission Schedules for each of the carriers you represent, and each of the products in their...

Selling Large Group

Selling Large Group

If you’re quoting but not writing much business in the 101+ segment in California or the 50+ segment in Nevada, you may be wondering what can help you turn things...

Client Relationship Building and Prospecting New Clients

Understanding the Difference Between Client Relationship Building and Prospecting for...

Building a relationship with your business clients is important to your ongoing sales, service, and renewals. However, in spite of what you may think – or may have read elsewhere...

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