Sales & Marketing Tips

Open Enrollment

Helping Clients Understand Open Enrollment Options

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...

KPIs for Health Insurance Sales

Measuring Your Success: Identifying Important Insurance KPIs

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

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

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...

vision health insurance plans

Seeing the Benefits of Adding Vision Insurance to Your Portfolio

If you’re not already selling Vision Insurance, there are four good reasons to consider it. Low market penetration: In 2017, Zenefits reported that just over one-third (36%) of employers offered...

Group Health Quote

Breaking Down the Elements of a Group Health Insurance Quote...

Whether you’re quoting Small Group or Large Group, Word & Brown is committed to making it easy for you. It all starts with essential group information, including: Company name, address,...

Establishing Your Agency Value Prop

Establishing Your Agency’s Unique Value Proposition

When you’re first starting out as a new health insurance broker or agency, it’s sometimes a challenge to stand out from the crowd. Whatever market you’re in, you are not...

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