Sales & Marketing Tips

Broker Commission Disclosure

Understanding the Broker Commission Disclosure

An important provision in the Consolidated Appropriations Act (CAA) of 2021 affecting insurance brokers is a federal commission disclosure requirement. The law, which took effect on December 27, 2021, requires...

Insurance Agency Mission Statement

Things to Consider in Creating an Agency Market Position Statement

To help your insurance and employee benefits agency, many branding and marketing experts suggest you develop a “positioning statement.” It provides a concise description of how you and your agency...

Health Insurance Broker License Prep and Exam Tips

  You’ve decided you’re interested in a new career as a health insurance broker. That’s terrific. To sell insurance in California (or Nevada), you will first need to pass a...

Group insurance clients

Health Insurance Products + Value Added Services Bring Great Value...

Our Value-Adds Are Your Added Value for Your Clients Being able to offer your clients a broad portfolio of products is important. You want to help them find the coverage...

large group vs small group

Comparing Small Group vs Large Group Health Insurance

Choosing the right health insurance plan can be a complex and daunting task, especially for brokers and agents guiding businesses through their options. It’s important for brokers to understand the...

QR Codes

Leveraging QR Codes for Health Insurance Agencies

If you’re in the insurance business, whether as an agency owner or a sales professional, it’s essential to continuously look for innovative strategies to streamline operations, boost customer engagement, and...

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