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sales follow up

5 Ways CRM Can Streamline Your Sales Follow Up

In our blog, we’ve talked about how a Customer Relationship Management (CRM) platform can be a game-changer for growing your business. With CRM, you can manage tasks, generate leads, level...

Health Insurance Quote

11 Ways Word & Brown Helps You Quote and Close...

As a health insurance sales professional, you have many demands on your time. You have to balance prospecting, quoting, client meetings, group enrollments, serving clients’ ongoing needs, and planning and...

Open Enrollment

Helping Clients Understand Open Enrollment Options

There is no “standard” open enrollment period for Group Health Insurance – in contrast to the open enrollment period for the Affordable Care Act (ACA) federal and state exchanges. California’s...

5 Things Brokers Can Be Thankful for in 2024 –...

As we approach Thanksgiving, it’s a great time to look back on 2024 and recognize the things that brokers might be thankful for this year. A Resilient Economy: Despite ongoing...

5 Reasons to Be Thankful for the Health Insurance Industry

5 Reasons to Be Thankful for the Health Insurance Industry

According to a post in June 2023 by ZipDo, a meeting management software firm, approximately half (53%) of Americans are unhappy at work. Globally, job dissatisfaction is even greater –...

How Using a General Agency Can Benefit an Independent Broker

How Using a General Agency Can Benefit an Independent Broker

If you are a health insurance sales professional, or you’re considering entering the health and ancillary insurance sales field, you may be weighing the option of aligning yourself with a...

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