Sales & Marketing Tips

Outreach sales ideas

5 Outreach Ideas to Make Your Agency a Local Celebrity...

Whether you’re a long-time insurance sales professional or you’ve been in the business only a short time, if you’re like other insurance brokers, you are always looking for new methods...

large group vs small group

Answering Clients’ Questions: Understanding the Differences Between Small Group and...

  If you have clients with 50-100 employees or more than 100 employees, they may not be aware of the options available to them when shopping for Group Health Insurance....

Health Insurance License Exam

Health Insurance License Prep, Exam Tips, and Sample Questions

If you’re interested in starting a new career as a health insurance broker, you’ll need to pass a licensing exam to earn your insurance license in either California or Nevada....

Using a Broker to Buy Group or Individual Health Insurance

Answering Clients’ Questions: Why It’s Better to Use a Broker...

If your clients ask you why they should engage an insurance broker when they are shopping for health insurance, do you have an answer? It’s a frequently searched question on...

Cost of Health Insurance

Helping Clients Understand the Cost of Health Insurance

Cost is a big consideration for small businesses when it comes to health insurance.  Some employers – particularly those considering health insurance for the first time – often don’t know...

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....

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