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Health insurance questions to ask clients

Quoting Health Insurance for Clients: 7 Questions to Ask

To help your clients match their needs – and those of their employees – to an employer-sponsored health plan that’s a good fit, it’s important to ask the right questions....

9 tips for creating engaging client webinars

9 Tips for Creating Engaging Client Presentations

A good presentation is an effective way to communicate information to prospects and clients, demonstrate your expertise, build a connection, and generate leads for your business. But, how do you...

Understand Health Terms

Decoding Health Insurance Jargon for Clients

Understanding health insurance can be a challenge, especially given the industry’s love for acronyms and jargon. Yell® Business, known for their work with the Yellow Pages, conducted an analysis earlier...

How to be authentic when selling

Avoiding Sales Voice: How to Remain Authentic in Insurance Sales

There are many reasons why a salesperson doesn’t always close the deal. They may lack the right portfolio. They may use the wrong approach. They may be unable to establish...

Why Word & Brown? One Reason Is Our Client Experience Team

Why Word & Brown? One Reason Is Our Client Experience...

As an independent health insurance professional, you have a lot of options when it comes to writing and placing your business. As you determine with whom you want to work,...

How To Set Sales KPI's and why they matter (KPIs):

How to Set Sales KPIs – and Why They Matter

Key Performance Indicators (KPIs) are quantifiable measures of performance over a specified period for targeted objectives. Your KPIs provide targets for you, your team, and your organization to strive for...

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