The Insurance Broker Blog

Broker Kick Starter Guide Sales Goal Tracker

Sales & Marketing Tips

  • Sales & Marketing Tips

How to Create Your “Elevator Pitch”

/ Staff Writer

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...
  • Sales & Marketing Tips

Satisfy More Clients and Boost Your Income With Ancillary

/ Alex Strautman

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...
  • Sales & Marketing Tips

How to Build Customer Loyalty

/ Gabby Caparelli

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...
  • Sales & Marketing Tips

Using Tech to Stay Connected With Current and Prospective Customers

/ Alex Strautman

  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,...
  • Sales & Marketing Tips

Week of Webinars Offers CE Credits California Insurance Brokers Need

/ Alex Strautman

  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...
  • Sales & Marketing Tips

Health Insurance Broker License Prep and Sales Tips

/ Alex Strautman

  It’s a new year, and you may be thinking about changing your sales focus or getting into health insurance sales for the first time. To begin selling insurance in...
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