Sales & Marketing Tips

What’s the Difference in Selling Health Insurance vs. P+C?

  If you’re considering entering the world of insurance sales, you may be wondering whether you should focus on health insurance, property and casualty (P+C), or both. The choice is...

Email Templates Can Help New Health Insurance Brokers With Sales...

  Communication is an essential part of your building and nurturing positive relationships with your customers. Your ongoing outreach can help you stay in touch, generate new referrals and leads,...

What’s a Group Health Census? Step 1 in Your Sale

  If your market niche as a health insurance broker is employee benefits for small businesses (or, even, large businesses), you know to begin a quote for your prospective or...

Sales Term Glossary: H-W

  When you’re just starting out in sales, you may think it will take you a while to learn all of the sales-related terms you’re already encountering. However, truth be...

5 Tips to Building a Solid Relationship with Your Clients

  Your success as an insurance broker is dependent on you developing a good relationship with your clients. But, since every client is different, you may not feel you can...

7 Tips to Building Your Small Business Health Insurance Sales

  The small business health insurance market is huge. In California, firms with 99 or fewer employees account for more than 36% of the state’s 3.6 million small businesses. In...

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