Sales & Marketing Tips Archives | Page 2 of 18

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...

Storytelling to build client connections and increase sales

Sales & Marketing Tips

Storytelling Can Help You Build a Stronger Client Connection and...

June 13, 2023 / Alex Strautman

Some of the most successful sales people in the world use storytelling to help them build a stronger connection with their clients and prospects – and increase their opportunities for...