Latest Articles

Quarterly Goal Setting

Tips for Re-evaluating Your Goals After Q1

Word & Brown has been advocating for annual goal setting for sales professionals for years. But just as important as it is to set annual specific, measurable, achievable, relevant, and...

Tips for Crafting a Memorable Slogan for Your Insurance Agency

Whether you are just getting started in the insurance business or you have been at it for years, you can enhance your agency’s marketing efforts with a solid promotional slogan...

Financial Planning ABCs and Adopting Sound Business Practices to Succeed as a New Insurance Agent

Financial Planning ABCs and Adopting Sound Business Practices to Succeed...

When you’re just starting out as an insurance agent, it’s not always obvious what your priorities should be. After you earn your license, pick your market niche, and set up...

insurance agency referral program

Creating an Insurance Sales Referral Program: 5 Ideas

When you think about cost-effective marketing, you probably think about using email, search engine optimization (SEO), content marketing, social media, and blogging. But you shouldn’t overlook referrals. According to the...

Insurance Sales Techniques and Methods

Traditional Meets Digital: Combining Different Approaches Can Boost Your Insurance...

As part of your outreach to prospects and clients to promote employee benefits and increase sales, it’s essential that you combine the strengths of traditional marketing with digital marketing. Doing...

Ancillary Insurance

What Are Ancillary Benefits? What Brokers and Clients Should Know

Updated for 2025 In today’s competitive job market, top talent expects more than just traditional health insurance. Employers who offer Ancillary benefits — such as Dental, Vision, and Disability coverage...

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