Sales & Marketing Tips

Sample 2026 Small Group Prospecting Script

Tips For Creating a 2026 Small Group Prospecting Script

Prospecting is an important part of your job as a health insurance sales professional. Some might say it’s the lifeblood of business growth. Building a consistent pipeline of potential clients...

7 Strategies for Brokers to Grow Sales in 2026

7 Strategies for Brokers to Grow Sales in 2026

The start of the new year gives you an opportunity to shake up your sales – and consider a new approach for 2026. Of course, that doesn’t mean you have...

Target market insurance sales

Broker Tips: Identifying Your Ideal Insurance Clients

You worked hard to earn your license, determine your insurance niche, and set up your business. Now, how can you identify and reach your ideal insurance clients? A good place...

2026 Insurance sales goals

Three Sales Goals for Insurance Brokers for 2026

As you wrap up your peak season sales and enrollments, it’s not too early to start thinking about your goals for 2026. Here are three goals you might consider. 2026...

How To Get Appointed With Insurers: Start With Your General Agent

How To Get Appointed With Insurers: Start With Your General...

When you’re just starting your career as an insurance sales professional, after getting your license, a good next step is getting appointed with insurance carriers. Here are some useful tips....

Open Enrollment

Dos and Don’ts for Your First Open Enrollment: 6 Tips

When you’re first starting out as a health insurance sales professional, the idea of your first open enrollment (OE) can be intimidating. Below are six open enrollment tips for insurance...

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