Sales & Marketing Tips

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...

Steps to Getting Your First Sale

  When you are first starting your career in health insurance sales, you may not be certain about where to begin. The traditional “closing pyramid” puts a lot of emphasis...

Health Insurance Forms Your Clients Need to Complete or Submit

  Many forms are required as part of the quoting, underwriting, and enrollment process for Group Health Insurance. Some can be completed electronically. Others have to “signed” and returned to...

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