Sales & Marketing Tips

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How Association Health Plans Can Help Your Clients and Increase...

How Do Association Health Plans Work? Association Health Plans (AHPs) have been around for decades, but since the Affordable Care Act (ACA) became law in 2010, AHPs have changed. In...

How to Create Your “Elevator Pitch”

Imagine this: you’ve just finished a meeting with a prospect, who has agreed to become a new client. As you leave his or her office, you board the elevator to...

Satisfy More Clients and Boost Your Income With Ancillary

The ancillary insurance marketplace continues to attract interest among employers and employees. It should also be of interest to you as a broker, because ancillary sales give you a relatively...

How to Build Customer Loyalty

Knowing Your Clients’ Needs When you are getting to know your clientele, one of the first things to do is understand what their needs are and what you are able...

Using Tech to Stay Connected With Current and Prospective Customers

  The COVID-19 pandemic has dramatically affected the way insurance brokers (and others) are connecting with customers. Face-to-face meetings are off limits, at least temporarily. As more businesses, particularly offices,...

Week of Webinars Offers CE Credits California Insurance Brokers Need

  You know, as a licensed California health insurance broker, you’re required to complete a total of 24 hours of Continuing Education (CE) for every two-year license term. This requirement...

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