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CRM for Insurance sales

CRM for Health Insurance Agents: Maximizing Efficiency and Client Satisfaction

Customer Relationship Management (CRM) systems are essential tools for businesses across various industries, including health insurance. At their core, CRMs are technologies designed to manage all of your company’s relationships...

Insurance Sales

Why Word & Brown? 5 Ways W&B Makes Insurance Selling...

Navigating the world of selling insurance can feel like a maze, right? We totally get it. That’s where Word & Brown comes in. We’re more than just a business –...

Answering 7 Frequently Asked Health Insurance Questions

  As a Health Insurance broker, you are bound to get many questions from your individual clients as well as employers and their employees who may turn to you for...

Opening a True Dialogue with Your Clients

  When shopping for health insurance for their employees, a lot of business owners tend to lean toward the cheapest option, thinking it is also their best option. Of course,...

SMART goals

Measuring Sales Success: The Importance of Specificity When It Comes...

As a follow up to the article shared last month, I wanted to spotlight specificity as it relates to goal setting – whether for this year or another. Being specific...

Pros & Cons of Being an Insurance Broker

Weighing the Pros and Cons of Being an Insurance Broker

Thinking about becoming a health insurance broker? You may have heard or read that insurance sales can be a lucrative career and can offer both rewards and challenges. In this...

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