Latest Articles

4 Proven Ways to Educate Clients and Build Customer Loyalty

We know health care and health insurance are jargon-packed industries. Both include terms and definitions not always well understood by customers – and sometimes by others in our industry. You...

How Addressing Client Pain Points Helps Boost Retention

Ask 10 employers about their “pain points” with employee benefits. You are likely to hear more than 10 complaints. Many will overlap. Some may differ. Your compiled list might mention...

Insurance Sales Training

Training That Can Transform Your Career

To become a licensed insurance sales professional, you’re required to complete pre-licensing training. In California, health agents and brokers need 20 hours of general insurance prelicensing education. They also need...

insurance agency growth , hiring insurance talent, insurance agency jobs, insurance agency staffing

Hiring Strategies for Insurance Brokers: Finding the Right Talent for...

If you own or manage an insurance agency, you or a colleague will likely need to hire someone new from time to time. It could be a new salesperson, an...

Insurance Mentorship

Why Mentorship Matters – How to Find and Learn from...

You have probably heard for years that mentorship can help you both personally and professionally. A mentor can provide you with invaluable guidance, support, perspective, and accountability. He/she/they can help...

Tips for Conducting an Effective Client Needs Assessment

4 Tips for Conducting an Effective Client Needs Assessment

One of the most valuable tools available to help you get to know your clients, their circumstances, goals, and preferences is a client needs assessment. A needs assessment provides you...

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