Sales & Marketing Tips

Top 5 Reasons to Pursue a Career as a Health...

In the world of insurance, being a health insurance broker stands out as a rewarding yet challenging profession. With the healthcare landscape constantly evolving, the demand for educated, empathetic, and...

CE Credits: What They Are, and Why You Need Them

  Continuing Education (CE) Credit Tips for Brokers: State CE requirements differ; California generally requires 24 CE Credit hours every two years, while Nevada requires 30 hours every three years....

insurance sales skills

3 Skills Every New Agent Should Master

It’s generally agreed that to be successful in health insurance and employee benefits sales, you need to possess some, if not all, of the following qualities: • Good sales abilities...

How to be authentic when selling

Avoiding Sales Voice: How to Remain Authentic in Insurance Sales

There are many reasons why a salesperson doesn’t always close the deal. They may lack the right portfolio. They may use the wrong approach. They may be unable to establish...

How To Set Sales KPI's and why they matter (KPIs):

How to Set Sales KPIs – and Why They Matter

Key Performance Indicators (KPIs) are quantifiable measures of performance over a specified period for targeted objectives. Your KPIs provide targets for you, your team, and your organization to strive for...

3 Tips to Creating a Tag Line for Your Agency

3 Tips to Creating a Tag Line for Your Agency

Do you have a tag line for your agency? Do your competitors? If you’re a Word & Brown partner, you know we have one. It’s “Service of Unequalled Excellence.” It...

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