Sales & Marketing Tips

Client Sales Presentation

How to Create a Winning Insurance Sales Presentation

The right sales presentation will turn your employer prospect into a customer. Whether your discussion is online or in-person, there are some basic guidelines to keep in mind when putting...

Home office setup for insurance

10 Tips for Optimizing Your Office Setup; Don’t Skimp –...

Whether you’re just getting started as an insurance sales professional, or you’ve been at it for years, it’s important that you establish a committed space where operate your business. It...

What Is a Health Insurance Broker – and What Does...

  A Health Insurance broker – sometimes called an insurance agent – is a licensed professional who works with individuals and businesses to help them shop for and compare insurance...

Insurance sales tips

Overcoming Sales Plateaus: 9 Tips to Break Through Performance Slumps

When you’re in the “sales” field, you are under considerable pressure to close deals. That’s true whether you’re on your own or working with others. Your income may be exclusively...

Insurance brand building

Building Your Brand: Creating a Personal Brand Identity to Stand...

To succeed as a sales insurance professional, it’s important that you create a brand for yourself. That means developing a personal or agency brand identity that can help you stand...

3 Considerations for Building Your Insurance Sales Team

  If you want to add to your sales team this year as part of your effort to broaden sales and boost agency revenue, here are three tips to consider...

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